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.
- The New Prior Approval Rate Application Process - A Tutorial, Edition 03-01-17
- Application Change Log (READ FIRST), revised 03-01-18
- Prior Approval Rate Filing Instructions, Edition 03-01-17
- Prior Approval Rate Application, Edition 10-24-2016
- Prior Approval Rate Template, Edition 03-01-18
- Standard Exhibits Template, Edition 10-24-16
- Prior Approval Factors (Efficiency Standard, Reserve Ratios, Leverage Factors)
- Maximum Permitted Rate of Return & Yields for Investment Income Calculation-March 2018
(Based on Rates After the 2018 Tax Changes - Date Posted: April 3, 2018) - Prior Approval Rate Application Process FAQs 04-11-17
NOTE: The prior approval regulations where the Federal Income Tax rates are specifically cited have been amended. Effective February 23, 2018, a rate template incorporating the 21% Federal Income Tax rate must be provided when submitting a prior approval rate application.
"Please ensure you have enabled macros before attempting to use any of the features of the above templates. Please contact Rebecca Molina at Rebecca.Molina@insurance.ca.gov for any comments, questions or technical difficulties regarding these templates."