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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]

Year 2020 Reporting Forms

Due to the current Covid-19 public health emergency, we are extending all data calls' deadlines for 30 days beyond its original due date. Some of you have already submitted your reports. We thank you for your efforts. Should you have any questions, please e-mail them to the e-mail address specific for that data call.

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2020	Cover Letter (PDF) Signature Page (PDF) Form (Excel)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2020 Reinsurers - 8/31/2020 Retrocessionaires - 9/30/2020	Instructions (PDF) Cover Letter (PDF) Signature Page (PDF) Form A (Excel) Form B (Excel) Form X (Excel) EQ Zones/Zip Code List (Excel)
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)] send to: RSBeqexp@insurance.ca.gov	3/15/2020	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	6/30/2020	Instructions (PDF) Statistical Plans / Income Statement (Excel)

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) Signature Page (PDF) Form (Excel)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2019 Reinsurers - 8/31/2019 Retrocessionaires - 9/30/2019	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	3/15/2019	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	6/30/2019	Instructions (PDF) Statistical Plans / Income Statement (Excel)

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) Signature Page (PDF) Form (Excel)
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

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Survey of Transportation Network Company Insurance Experience send to: RSBTNC@insurance.ca.gov This survey applies to only Automobile Insurers Transacting Business in California.	7/1/2017	Cover Letter (PDF) General Instructions (PDF) Signature Page (PDF) Questionnaire (Excel) Individual Claims Workbook (Excel) Policy Information Exhibit (Excel)
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2017	Cover Letter (PDF) Signature Page (PDF) Form (Excel)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2017 Reinsurers - 8/31/2017 Retrocessionaires - 9/30/2017	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	3/15/2017	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	6/30/2017	Instructions (PDF) Statistical Plans / Income Statement (Excel)

Year 2016 Reporting Forms

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov	5/31/2016	Instructions (PDF) Statistical Plans / Income Statement (Excel)
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2016	Cover Letter (PDF) Signature Page (PDF) Form (Excel)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2016 Reinsurers - 8/31/2016 Retrocessionaires - 9/30/2016	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	3/15/2016	Cover Letter (PDF) Signature Page (PDF) Data Collection Workbook (Excel) Workbook Instructions (PDF)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2016	Credit Property (Excel) Credit Unemployment (Excel)