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 11-09-2023
- Prior Approval Rate Filing Instructions
- Affidavit
- Prior Approval Rate Application
- Prior Approval Rate Template
- Standard Exhibits Template
- Supplemental Quarterly Development Template (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 - November 2023 (Date Posted: December 1, 2023)
- Prior Approval Rate Application Process FAQs 04-11-17
- Prior Approval Rate Application - Data Quality and Reconciliation
Checklist 07/19/18 - Model Checklist
- Questionnaire for Homeowners or Residential Property
Rate Filing Documents for COVID-19 Impacted Lines
- COVID-19 Industry Rate Filing Requirements Guidance, Edition 06-03-2021
- COVID-19 Rate Filing Questionnaire, Edition 06-03-2021
- Supplemental COVID-19 Exposure and Premium Template, Edition 06-03-2021
- Supplemental Quarterly Development Template, Edition 06-01-2021
Mitigation in Rating Plans and Wildfire Risk Models Regulation
- California Code of Regulations Section 2644.9. Consideration of Mitigation Factors; Wildfire Risk Models
- FAQ, Edition 02-16-2023
- Mitigation in Rating Plans and Wildfire Risk Models Questionnaire
"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."
