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CA Department of Insurance

2017 Tax Forms and Instructions

The following Tax Forms, Instructions, and Information are now available in MS-Excel and MS-Word and may be downloaded to your computer. If you don't already have software which supports these formats, you may download a copy of the software by visiting our Free Document Readers page.

Tax Forms, Instructions and Information for the Calendar Year 2017

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Form
(CDI FS-001 Microsoft Excel Format) Revised 10/2017

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 10/2017

Bulletin 137



Life Companies Including Accident and Health Insurance Tax Return Form

(CDI FS-002 Microsoft Excel Format) Revised 10/2017

Life Companies Including Accident and Health Insurance Tax Return Instructions
(Microsoft Word Format) Revised 10/2017

Life Companies Including Accident and Health Insurance Tax Return Attachment A
(Microsoft Excel Format)

Life Companies Including Accident and Health Insurance Tax Return Attachment B
(Microsoft Word Format)


Title Insurance Tax Return Form
(CDI FS-003 Microsoft Excel Format) Revised 10/2017

Title Insurance Tax Return Instructions
(Microsoft Word Format) Revised 10/2017


Home Protection Tax Return Form
(CDI FS-004 Microsoft Excel Format) Revised 10/2017

Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 10/2017


Ocean Marine Insurance Tax Return Form
(CDI FS-005 Microsoft Excel Format) Revised 10/2017


Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Form
(CDI FS-006 Microsoft Excel Format) Revised 10/2017

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return
Instructions

(Microsoft Word Format) Revised 10/2017

Surplus Line Broker and Special Lines Surplus Line Broker Tax Calendar
(Microsoft Excel Format) Revised 10/2017


Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
(CDI FS-006-0 Microsoft Excel Format) Revised 10/2017

Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
Instructions

(Microsoft Word Format) Revised 10/2017 

Surplus Line Broker's Monthly Tax Payment Voucher Form
(CDI FS-007 Microsoft Excel Format) Revised 10/2017

Premium Tax Voucher for the 1st Quarter Prepayment Form
(CIA-T-4 Microsoft Excel Format) Revised 10/2017

Premium Tax Voucher for the Quarterly Prepayment Form
(CIA-T-4A Microsoft Excel Format) Revised 10/2017


Electronic Funds Transfer Program Information Guide for Tax Payments
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