Special Report and Filing Requirements
The following special reports are required by the California Insurance Code or California Code of Regulations. If you have data to report for the specified years, please download the Excel Workbook from this website and use it to complete your reporting. For the Signature Page when required, you can download a copy, and have it signed and saved/scanned back to a PDF file. If you are unable to scan your signature page to a PDF, you could submit it by regular mail to the address listed below.
We are no longer requiring companies to print out the reporting forms. You can e-mail them to:
- EQ Probable Maximum Loss Questionnaire, send to: RSBeqpml@insurance.ca.gov
- EQ Premium, Exposure and Policy Count, send to: RSBeqexp@insurance.ca.gov
- Marketing System Survey, send to: RSBmktsys@insurance.ca.gov
If supplemental documents are required, you can mail them to:
California Department of Insurance
Rate Specialist Bureau
300 South Spring Street, 11th Floor
Los Angeles, CA 90013
If you have a question specific to the data call, please e-mail it to the specific e-mail address mentioned above. You should include your name, company name, telephone number, and e-mail address in all correspondence with the CDI. For questions regarding insurance rate filings, please call (415) 538-4300 in SF or (213) 346-6707 in LA, or visit the Department's Public Viewing Room.
Please note that data calls, 1. Survey of Transportation of Network Company Insurance Experience, 2. Credit Property & Credit Unemployment, 3. Child Care Report, 4. Legal Professional Liability Insurance Report, 5. Medical Professional Liability Insurance Report, and 6. Survey of Bail Bond Business Data Call are discontinued for now.
[2016 | 2017 | 2018 | 2019 | 2020 | 2021]
Year 2021 Reporting Forms
| FORM TITLE & INSTRUCTION | DUE DATE | DOWNLOAD FORMAT |
|---|---|---|
|
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov |
6/30/2021 |
Cover Letter (PDF) |
|
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov |
Primary Carriers - 6/30/2021 |
Instructions (PDF) |
|
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)] send to: RSBeqexp@insurance.ca.gov |
3/15/2021 |
Cover Letter (PDF) |
|
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov |
6/30/2021 |
Instructions (PDF) |
Year 2020 Reporting Forms
| FORM TITLE & INSTRUCTION | DUE DATE | DOWNLOAD FORMAT |
|---|---|---|
|
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov |
6/30/2020 |
Cover Letter (PDF) |
|
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov |
Primary Carriers - 6/30/2020 |
Instructions (PDF) |
|
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)] send to: RSBeqexp@insurance.ca.gov |
3/15/2020 |
Cover Letter (PDF) |
|
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov |
6/30/2020 |
Instructions (PDF) |
Year 2019 Reporting Forms
| FORM TITLE & INSTRUCTION | DUE DATE | DOWNLOAD FORMAT |
|---|---|---|
|
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov |
6/30/2019 |
Cover Letter (PDF) |
|
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov |
Primary Carriers - 6/30/2019 |
Instructions (PDF) |
|
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)] send to: RSBeqexp@insurance.ca.gov |
3/15/2019 |
Cover Letter (PDF) |
|
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov |
6/30/2019 |
Instructions (PDF) |
Year 2018 Reporting Forms
| FORM TITLE & INSTRUCTION | DUE DATE | DOWNLOAD FORMAT |
|---|---|---|
|
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov |
6/30/2018 |
Cover Letter (PDF) |
|
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov |
Primary Carriers - 6/30/2018 Reinsurers - 8/31/2018 Retrocessionaires - 9/30/2018 |
Instructions (PDF) Cover Letter (PDF) Signature Page (PDF) Form A (Excel) Form B (Excel) Form X (PDF) EQ Zones/Zip Code List (Excel) |
|
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)] send to: RSBeqexp@insurance.ca.gov |
3/15/2018 |
Cover Letter (PDF) Signature Page (PDF) Data Collection Workbook (Excel) Workbook Instructions (PDF) |
|
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov |
6/30/2018 | Instructions (PDF) Statistical Plans / Income Statement (Excel) |
Year 2017 Reporting Forms
Year 2016 Reporting Forms
