2. Download and save your "Transaction Report" spreadsheet.


Arizona Department of Insurance
100 North 15th Avenue, Suite 261

Phoenix, AZ  85007-2630

Starting July 1, 2020, we will be the
Department of Insurance and Financial Institutions (DIFI).


Arizona state agencies are experiencing telephone system problems that may impact your ability to reach us.  If you can e-mail us instead (see our CONTACT US page), please do so.  We do not have an estimate time by which the problem will be resolved.  We are very sorry for any inconvenience this is causing.

  • Click the Reports tab.
  • Select the report period
  • Click the "Run Transaction Report" button. The system will display your transactions for the selected period in the lower half of the screen. If you had no transaction effective during the period, the system will display "No filings." Do not file a report with the Department of Insurance if you had no transaction that was effective during the period.
  • If you had transactions effective during the period, click the "Save to Excel button. The system will ask if you want a "Short Form" or "Long Form." You may want to download the "Long Form" for your internal reconciliation purposes. You must include the "Short Form" as part of your tax filing.