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Division of Financial Solvency
The Financial Examinations Unit performs on-site financial examinations at least once every five years, as required by statute. As part of that process, a company will be asked to provide the following information in the format provided below and submit it to the Office of Financial Solvency. The forms are listed below by type of insurer. Please note: forms that apply to all insurers (including life, health, property and casualty and title companies) are listed separately at the bottom of the page below the specific types of insurer forms.
Health
Standardized Data Request Template - Health
Annual Statement Information Technology Summary - Health
Life
Standardized Data Request Template - Life
Annual Statement Information Technology Summary - Life
Property & Casualty
Standardized Data Request Template - P & C
Annual Statement Information Technology Summary - P & C
Title
Annual Statement Information Technology Summary - Title
The following documents apply to all insurer types:
Annual Statement Information Technology Summary Directions
Exhibit B - Exam Planning Questionnaire
Exhibit C - Information Technology Planning Questionnaire
ITPQ Addendum - Checklist for Determing Size of IT Environment
Service Provider Questionnaire
Fraud Questionaire
Initial Books and Records Request to Company
Risk Focused Exam Approach Memo
Solicitation for Offers
2017 Admitted Premium Tax Forms
Recently Issued Bulletins
Company Contacts Information Requirements
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