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CA Department of Insurance

2013 Tax Forms and Instructions

The following Tax Forms, Instructions, and Information are now available in MS-Excel and MS-Word and may be downloaded to your computer. If you don't already have software which supports these formats, you may download a copy of the software by visiting our Free Document Readers page.

Tax Forms, Instructions and Information for the Calendar Year 2013 

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Form
(CDI FS-001 Microsoft Excel Format) Revised 9/2013

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2013

Bulletin 137 


Life Companies Including Accident and Health Insurance Tax Return Form
(CDI FS-002 Microsoft Excel Format) Revised 9/2013

Life Companies Including Accident and Health Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2013

Life Companies Including Accident and Health Insurance Tax Return Attachment A
(Microsoft Excel Format)

Life Companies Including Accident and Health Insurance Tax Return Attachment B
(Microsoft Word Format)


Title Insurance Tax Return Form
(CDI FS-003 Microsoft Excel Format) Revised 9/2013

Title Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2013


Home Protection Tax Return Form
(CDI FS-004 Microsoft Excel Format) Revised 9/2013

Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2013


Ocean Marine Insurance Tax Return Form
(CDI FS-005 Microsoft Excel Format) Revised 9/2013


Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Form
(CDI FS-006 Microsoft Excel Format) Revised 9/2013

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Instructions
(Microsoft Word Format) Revised 9/2013

Surplus Line Broker and Special Lines Surplus Line Broker Tax Calendar
(Microsoft Excel Format) Revised 12/2013


Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
(CDI FS-006-0 Microsoft Excel Format) Revised 9/2013

Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form Instructions
(Microsoft Word Format) Revised 9/2013

Zero Premium Tax Returns and Reporting Requirements Notice
(Microsoft Word Format) Revised 9/2013
 


Surplus Line Broker's Monthly Tax Payment Voucher Form
(CDI FS-007 Microsoft Excel Format) Revised 9/2013


Medical Managed Care Plan Insurance Tax Return Form
(CDI FS-008 Microsoft Excel Format) Revised 9/2013

Medical Managed Care Plan Insurance Tax Instructions
(Microsoft Word Format) Revised 9/2013


Premium Tax Voucher for the 1st Quarter Prepayment Form
(CIA-T-4 Microsoft Excel Format) Revised 10/2013

Premium Tax Voucher for the  Quarterly Prepayment Form
(CIA-T-4A Microsoft Excel Format) Revised 10/2013


Electronic Fund Transfer Program Information Guide

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