Domestic Insurers

Important "Step One."  Open the Annual Tax and Fees Data Sheet document and locate the page produced for your company (you can hold the [Ctrl] key and press the [F] key to open a window that will enable you to search the document).  Print the one page for your company and use the information on the Sheet to determine what you need to provide.

Step Two.  After locating the insurer's page in the Annual Taxes and Fees Data Sheet (from Step One), you can jump to the page containing appropriate forms and instructions for the insurer's "Business Type."

Captive Insurer     Mortgage Guaranty Insurer
Fraternal Benefit Society   Mechanical Reimbursement Reinsurer
Health Care Services Organization   Prepaid Legal Insurer
HMDO Service Corporation   Risk Retention Group
Life/Disability Insurer   Service Corporation
Life/Disability Reinsurer   Unafiliated Credit Life/Disability Reinsurer
Property/Casualty Insurer    


We recommend that all insurers use the NAIC OPTins system to report and pay taxes and fees.  

Annual Taxes and Fees Data Sheet for 2017

Use this document FIRST in order to determine your filing requirement.  Read the first page of the document, then find the one or two pages that contains information specific to the insurer.

Historical Documents

Only use this document if needed to amend a 2013 tax report.

Only use this document if needed to amend a 2014 tax report.

Only use if needed to amend a 2015 tax report.

Only use this document if needed to amend a 2016 tax report.

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