Insurer financial regulation

Annual statement instructions

For an insurer to maintain surplus lines eligibility in Oregon, either a surplus lines licensee or the insurer must file the insurer's annual statement by June 30 each year.

There is no annual statement filing fee for surplus lines insurers.

The annual statement can be filed electronically with the National Association of Insurance Commissioners (NAIC). The insurer also must file a hard copy of the signed jurat page in Oregon as proof of filing. Send the signed jurat page to:

  • Shannon O’Shea, Tax Analyst
    Financial Regulation Section
    Division of Financial Regulation – 4 

  • Mailing address:
    P.O. Box 14480
    Salem, OR 97309-0405

  • Street address:
    350 Winter St. NE
    Salem, OR 97301-3883​

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Key links

iReg reporting system
UCAA​​​

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