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CA Department of Insurance
CA Department of Insurance
CA Department of Insurance

2020 Premium Tax Forms and Instructions

Premium Tax Forms are now available in MS-Excel (MS-Excel) format. Instructions, and Information are in Microsoft-Word format (MS-Word). Each may be downloaded to your computer. If your current software does not support these formats, you may download the Web App by visiting our Free Document Readers page. Forms are formatted for visual function. Contact our Premium Tax Audit Unit if you need assistance completing or reading these forms. 

Calendar Year 2020 Tax Forms, Instructions, and Information

All Classes | Home | Life Companies | Ocean Marine | Pre-Payment | Surplus/Special Lines | Title


All Classes - Except Ocean Marine, Life, Title, And Home Protection

All Classes of Insurance Tax Return Form (Except Ocean Marine, Life, Title, And Home Protection)
(CDI FS-001 MS-Excel) Revised 10/2020

All Classes of Insurance Tax Return Instructions (Except Ocean Marine, Life, Title, And Home Protection)
(MS-Word) Revised 10/2020

Bulletin 137 - Premium or Undertaking of Bail
(MS-Word)


Life Companies - Including Accident and Health Insurance

Life Companies Tax Return Form
(CDI FS-002 MS-Excel) Revised 10/2020

Life Companies Tax Return Instructions
(MS-Word) Revised 10/2020

Life Companies Tax Return Attachment A
(MS-Word)

Life Companies Tax Return Attachment B
(MS-Word)


Title Insurance

Title Insurance Tax Return Form
(CDI FS-003 MS-Excel) Revised 10/2020

Title Insurance Tax Return Instructions
(MS-Word) Revised 10/2020


Home Protection

Home Protection Tax Return Form
(CDI FS-004 MS-Excel) Revised 10/2020

Home Protection Tax Return Instructions
(MS-Word) Revised 10/2020


Ocean Marine

Ocean Marine Insurance Tax Return Form
(CDI FS-005 MS-Excel) Revised 10/2020

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Surplus Lines - Special Lines

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Form
(CDI FS-006 MS-Excel) Revised 10/2020

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Instructions
(MS-Word) Revised 10/2020

Surplus Line Broker and Special Lines Surplus Line Broker Tax Calendar
(MS-Word) Revised 10/2020


Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
(CDI FS-006-0 MS-Excel) Revised 10/2020

Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form Instructions
(MS-Word) Revised 10/2020

Surplus Line Broker's Monthly Tax Payment Voucher Form
(CDI FS-007 MS-Excel) Revised 10/2020


Tax Pre-Payment Voucher  & EFT

Premium Tax Voucher for the 1st Quarter Prepayment Form
(CIA-T-4 MS-Excel) Revised 10/2020

Premium Tax Voucher for the Quarterly Prepayment Form
(CIA-T-4A MS-Excel) Revised 10/2020


Electronic Funds Transfer Program Information Guide for Tax Payments
(PDF) Revise 01/2019

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