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

Grants & Annuities - Notices and Forms

The following section contains filing instructions and forms for you to view and download.  All filings, unless otherwise noted, must be submitted using the Online Assistance System for Insurer Submittals ("OASIS").

All original signature pages must be mailed to:

California Department of Insurance
Financial Analysis Division, Financial Records Unit
300 South Spring Street, South Tower, 13th Floor
Los Angeles, CA 90013

For inquiries, please contact Financial Records Unit at (213) 346-6423 or

Form No.



G&A - Annuity Agreement Filing Instructions, Transmittal, Certification and Annuity Agreements Summary Forms .xlsx 


G&A Annual Statement Blank .xlsx

G&A Annual Statement Instructions .docx


Authorization for Disclosure of Financial Records .xlsx

Submit this form to:  California Department of Insurance
                                 Corporate Affairs Bureau
                                 1901 Harrison Street, 6th Floor
                                  Oakland, CA 94612

List of G&A Society Assigned California Company Codes

Back to Annual/Quarterly Statement Notices Menu 

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