Annual Filing Requirements
Annual filing requirements for Approved Surplus Lines, Fraternal Societies, Health Insuring Corporations, Life, Accident and Health Companies, Multiple Employer Welfare Arrangements (MEWAs), Mutual Protective Associations, Property & Casualty Companies, and Title Companies.
Health Insuring Corporations
Information and Required Forms
State of Ohio Required Forms
INS7062 - Internet & Submissions of A/S to NAIC
INS7140 - Exhibit A Tax Credit - All Foreign & Domestic Insurers
INS7141 - Domestic Health Insuring Corporation Franchise Tax Form
INS7145 - Foreign Health Insuring Corporation Premium Tax Form
INS7160 - Filing of Audited Financial Statements
INS7168 - Financial Disclosure Form - Health Insuring Corporations
INS7214 - Domestic Insurance Tax Summary
INS7215 - Foreign & Alien Insurance Tax Summary
INS7226 - Exhibit of Premiums, Enrollment, and Utilization - HMO
INS7240 - Electronic Filing Authenticity Affidavit
INS9073 - Request for Certificate of Authority - Managed Care Entities
Life, Accident, and Health Companies and Fraternal Societies
Information and Required Forms
State of Ohio Required Forms
INS7001 - Insurance Regulatory Information System
INS7006 - Application for Certificate of Authority - Life
INS7062 - Internet Submissions of A/S to NAIC
INS7140 - Exhibit A Tax Credit - All Foreign & Domestic Insurers
INS7142 - Domestic Life Insurance Company Franchise Tax Form
INS7146 - Foreign Life Insurance Company Premium Tax Form
INS7160 - Audited Consolidated/Combined Statutory Financial Statements
INS7166 - Audited Financial Statement Exemption Affidavit
INS7214 - Domestic Insurance Tax Summary
INS7215 - Foreign & Alien Insurance Tax Summary
INS7240 - Electronic Filing Authenticity Affidavit
Multiple Employer Welfare Arrangements
Information and Required Forms
State of Ohio Required Forms
INS7058 - Application for Certificate of Authority - MEWA's
INS7059 - Instructions for Filing Annual Statement - MEWA's
Mutual Protective Associations
Information and Required Forms
State of Ohio Required Forms
INS7004 - Application For Certificate of Authority
INS7140 - Exhibit A Business Tax Credit
INS7144 - Domestic Fire Assessment Association Franchise Tax
INS7214 - Domestic Insurance Tax Summary
Property & Casualty Companies
Information and Required Forms
State of Ohio Required Forms
INS7001 - Insurance Regulatory Information System
INS7005 - Application for Certificate of Authority - P&C
INS7016 - Ohio Fire Marshal Tax Return
INS7062 - Internet Submissions of A/S to NAIC
INS7140 - Exhibit A Tax Credit - All Foreign & Domestic Insurers
INS7143 - Domestic Property & Casualty Franchise Tax Form
INS7147 - Foreign Property & Casualty Premium Tax Form
INS7148 - Premium Dividend Calculation
INS7160 - Audited Consolidated/Combined Statutory Financial Statements
INS7166 - Audited Financial Statement Exemption Affidavit
INS7214 - Domestic Insurance Tax Summary
INS7215 - Foreign & Alien Insurance Tax Summary
INS7226 - Exhibit of Premiums, Enrollment, and Utilization - HMO
INS7240 - Electronic Filing Authenticity Affidavit
Title Companies
Information and Required Forms
State of Ohio Required Forms
INS7004 - Application For Certificate of Authority
INS7062 - Internet Submissions of A/S to NAIC
INS7140 - Exhibit A Tax Credit - All Foreign & Domestic Insurers
INS7143 - Domestic Property & Casualty Franchise Tax Form
INS7147 - Foreign Property & Casualty Premium Tax Form
INS7150 - Computation of Deposits - Domestic Title Companies
INS7151 - Computation of Deposits - Domestic Title & Trust Companies
INS7152 - Computation of Deposits - Foreign Title & Trust Companies
INS7160 - Audited Consolidated/Combined Statutory Financial Statements
INS7166 - Audited Financial Statement Exemption Affidavit
INS7186 - Exemption Affidavit for Actuarial Opinion - Ohio Title Companies
INS7214 - Domestic Insurance Tax Summary
INS7215 - Foreign & Alien Insurance Tax Summary
INS7240 - Electronic Filing
Surplus Lines Insurers
Annual Filing Instructions
The State of Ohio does not require annual filings or Annual Statements as long as the filings required by the National Association of Insurance Commissioners (NAIC) are filed with the NAIC by their due dates.
- The department will invoice approved surplus lines insurers for the $1,000 annual fee.
Other Filings - Risk Retention Groups, Purchasing Groups, and Surplus Lines Brokers:
- For other filings, please see the Property & Casualty section under "FORM" on our About Us page, or contact the Property & Casualty Division at 614-644-2635.