Skip to main content

Annual filing requirement

Filing requirements and due dates

Annual statement
March 1

Management discussion/analysis
March 1
Filed with annual statement

Actuarial opinion
March 1

Certificate of authority renewal
March 31

Excise tax return
April 15 (for calendar year filer)
Filed with Oregon Department of Revenue

Audited financial statement
June 30

Biographical affidavit of each executive officer or director
Within 30 days of any change to an officer or director

Conflict of interest statement for officers, directors, key employees
Annually, filed with insurer board of directors