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CA Department of Insurance

2014 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 2014 

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Form
(CDI FS-001 Microsoft Excel Format) Revised 9/2014

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2014

Bulletin 137 


Life Companies Including Accident and Health Insurance Tax Return Form
(CDI FS-002 Microsoft Excel Format) Revised 9/2014

Life Companies Including Accident and Health Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2014

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 9/2014

Title Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2014


Home Protection Tax Return Form
(CDI FS-004 Microsoft Excel Format) Revised 9/2014

Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2014


Ocean Marine Insurance Tax Return Form
(CDI FS-005 Microsoft Excel Format) Revised 9/2014


Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Form
(CDI FS-006 Microsoft Excel Format) Revised 9/2014

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Instructions
(Microsoft Word Format) Revised 9/2014

Surplus Line Broker and Special Lines Surplus Line Broker Tax Calendar
(Microsoft Excel Format) Revised 12/2014


Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
(CDI FS-006-0 Microsoft Excel Format) Revised 9/2014

Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form Instructions
(Microsoft Word Format) Revised 9/2014 


Surplus Line Broker's Monthly Tax Payment Voucher Form
(CDI FS-007 Microsoft Excel Format) Revised 9/2014

Notice of Change in Surplus Line Premuim Tax Monthly Payment Requirements


Premium Tax Voucher for the 1st Quarter Prepayment Form
(CIA-T-4 Microsoft Excel Format) Revised 10/2014

Premium Tax Voucher for the  Quarterly Prepayment Form
(CIA-T-4A Microsoft Excel Format) Revised 10/2014

Notice of Change in Admitted Premium Tax Quarterly Prepayment Requirements


Electronic Fund Transfer Program Information Guide

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