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 with us a copy of the signed jurat page in Oregon as proof of filing. Send the signed jurat page via email attention Taylor Straight at:
orinstax.ins@dcbs.oregon.gov
For more information contact:
Taylor Straight, Tax auditor 2 – retaliatory taxTax Analyst
Insurance Licensing & Retaliatory Tax Section
Division of Financial Regulation
Email:
orinstax.ins@dcbs.oregon.gov
Mailing address:
P.O. Box 14480
Salem, OR 97309-0405