Note: Property & Casualty, Life, Domestic, and Foreign tax packets have been consolidated into a single packet. Companies are required to submit forms online using Company Desktop. Online tax forms will be made available on January 1.

Tax and Associated Forms

• Sample Online Tax Packet (for information only)
• General Instructions
• Tax Flow Chart

Other Annual Filings

• Affidavit Regarding Signed and Executed Agreements
• Leeway Clause Form
• Managing General Agent Annual Reporting Form
• Managing General Agent Appointment Form
• Managing General Agent Termination Form
• NAIC Biographical Affidavit
• Producer Controlled Insurer Reporting Form
• Reinsurance Intermediary Form
• Special Mortgage Guaranty Insurance Exhibit
• Special Title Insurance Exhibit
• Supplemental Compensation Exhibit

2026 Checklists

• Health Entities Checklist
• Life, Accident and Health/Fraternal Insurers Checklist
• Property & Casualty Insurers Checklist
• Title Companies Checklist

Free viewers are required for some of the attached documents.
They can be downloaded by clicking on the icons below.

Acrobat Reader Windows Media Player Word Viewer Excel Viewer PowerPoint Viewer