Upload each insurer policy listing, trust statement or liability detail listing (surety bond or letter of credit) for the related reporting period(Period 1:
January 1 – June 30 or Period 2: July 1 – December 31).
Next to “Company,” using the dropdown arrow, select the company name with the correct company number that the document is being submitted for. Click the
appropriate circle to indicate whether the document being submitted relates to “Preneed” or “Endowment Care.” Click “Browse” to search for the document you
intend to upload. Select the document, then click “Upload File.”
Formats accepted: PDF or Excel (XLS, XLSX)
I am a:CompanyInsurerTrustee
Select File to Upload:
File a Complaint, Search for Life Insurance Policy, View Long-Term Care Info, etc.
Apply, Renew, or Print a License, View CE Transcript, Check Status, Exam Sites, etc.
Company Search, Filing Requirements, Rate Bulletins, Forms, Captives, Clarity Act, etc.