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, revised 10-24-2016
- The New Prior Approval Rate Application Process - A Tutorial, Edition 03-01-17
- Application Change Log (READ FIRST), revised 11-08-17
- Prior Approval Rate Filing Instructions, Edition 03-01-17
- Prior Approval Rate Application, Edition 10-24-2016
- Prior Approval Rate Template, Edition 11-08-17
- Standard Exhibits Template, Edition 10-24-2016
- Prior Approval Factors (Efficiency Standard, Reserve Ratios, Leverage Factors)
- Maximum Permitted Rate of Return & Yields for Investment Income Calculation - December 2017
(Date Posted: January 2, 2018)
- Prior Approval Rate Application Process FAQs 04-11-17
"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."