Prior Approval Rate Filing Information
Please use the most current rate application posted below.
For a summary of changes included in the new versions, please refer to the Application Change Log.
- Application Change Log (READ FIRST), revised 06-11-2021
- Prior Approval Rate Filing Instructions, Edition 06-01-2021
- Prior Approval Rate Application, Edition 06-11-2021
- Prior Approval Rate Template, Edition 06-01-2021
- Standard Exhibits Template, Edition 06-01-2021
- Supplemental Quarterly Development Template, Edition 06-01-2021 (Applicable to rate filings submitted for COVID-19 impacted line(s) of business; optional for all other lines of business)
- Prior Approval Factors (Efficiency Standard, Reserve Ratios, Leverage Factors)
- Maximum Permitted Rate of Return & Yields for Investment Income Calculation - September 2021 (Date Posted: October 1, 2021)
- Prior Approval Rate Application Process FAQs 04-11-17
- Prior Approval Rate Application - Data Quality and Reconciliation
Checklist 07/19/18 - Model Checklist, Edition 03-24-2016
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Rate Filing Documents for COVID-19 Impacted Lines
"Please ensure you have enabled macros before attempting to use any of the features of the above templates. Please contact RRBtemplates@insurance.ca.gov for any comments, questions or technical difficulties regarding these templates."
