Property and Casualty  Domestic  ·           Foreign

Life, Accident and Health  Domestic  Foreign

Title·          Domestic·          Foreign

Fraternal·          Domestic·          Foreign

• Accredited Reinsurers

• Risk Retention Groups 

•   Reciprocal 

•   Mutual Benefit 

•   HMO's, Non-Profits Entities and Other Health Companies

ACCREDITED REINSURERS FORMS

• Checklist Annual Review Accredited Reinsurers

• Checklist for Application Accredited Reinsurer

• Application Accredited Reinsurer

• 2004 Annual Tax Filing Packets

CHARITABLE GIFT ANNUITIES

• Filing Requirements

• Renewal Checklist

FUNERAL HOME FORMS

• Annual Report and Instructions for Pre-Paid Funeral Benefits

• Application to Withdraw Funds Deposited for Prepaid Funeral Benefits

• Assignment of Policy/Contract Death Benefits

• Instructions for Completing Irrevocable Letter of Credit

• Irrevocable Pre-Paid Funeral Benefits Contract

• Bond Form

• Trust Agreement Form

• Funeral Home Application for Original Permit

• Application for Renewal of Permit

• Application to Transfer of Pre-need Funds

• Non-Specified Contract For The Deposit Of Money

• Guaranteed Contract for Merchandise and Service

• Request for Withdrawal of Accrued Interest

• Termination of Contract/Withdraw of Funds

 

MISCELLANEOUS FORMS

• UCAA Consent for Service of Process Form

• Adding Lines of Business to a Current Certificate of Authority

• Biographical Affidavit

• Foreign Redomestication

• Merger Acquisition

• Name Change

• Securities Deposit Requirements

• Adding Variable Life/Annuity Products to a Current Certificate of Authority

• Oklahoma Regional Home Office Application

• 2004 Annual Tax Filing Packets

MOTOR CLUB FORMS

• Motor Service Club Licensing Requirements

• Motor Service Affidavit

• Application for Motor Service Club Certificate of Authority

• Declaration of Liability as Surety on Guaranteed Arrest Bond Certificates

• Motor Service Club Bond

NEW ADMISSIONS FORMS

• New Application Prepaid Dental - Checklist

• Prepaid Dental Plan - New Application

• Annual Tax Filing Packets

For new admissions, companies should use the NAIC uniform Certificates of Authority Application (UCCA) found at http://www.naic.org/ucaa

 PROFESSIONAL EMPLOYER ORGANIZATIONS

• Exemption Form

• Group Registration Form

• What is a PEO

• PEO Bond Form

• PEO Registration Form

PURCHASING GROUP

• New Application

• Checklist

• License Renewal

RISK RETENTION FORMS

• Risk Retention Group Checklist

SERVICE WARRANTY FORMS

• Biographical Questionnaire

• Checklist and Application

• Annual Statement

• Representative Renewal Registration

• Notice

• Registration for Designation of Service Warranty Rep.

• Surety Bond Form

• Renewal Application

SURPLUS LINES FORMS

• Application Checklist for a Surplus Lines Carrier Approval

• Application and Agreement for Approval as a Surplus Lines Carrier

• Annual Surplus Line Carrier's Filing Requirements

• List of Oklahoma Approved Surplus Lines Companies

•  Direct Placement Filings

• Quarterly Filing Requirements and Forms

• Credit or Refund Instructions and Forms

•  Refund Form SL-3d

THIRD-PARTY ADMINISTRATOR

• Third-Party Annual Report

• Third-Party Administrator Annual Report Questionnaire

• Frequently Asked Questions Regarding Third-Party Administrator Annual Report

Title Licensing

• Title - Authority of Banks

• Title-Cancellation of Appointment

• Title-CSR Appointment Form

• Title-License Application

• Title- License - Partnership, Corporation, Limited Liability Corporation or Limited Liability Partnership

• Title Company Appointment Form

• Title Certification of Bi-Annual Policy Inventory Audit

• Title- Affidavit for Late Renewal or Reinstatement of Title License

Life, Accident & Health & Utilization Review Division

• 2004 Annual Statement is located at the top of this page.

• Filing Procedures

• Oklahoma Transmittal Form For Submission of Life, Accident, and Health Forms

• Utilization Review and/or Registration Application

• Utilization Review Certification and/or Registration Annual Renewal Application

• Form Filing Guidelines For Equity Indexed Products

• Discount Medical Plan Organization Surety Bond-New

• Application for Discount Medical Plan Organization Registration-New

Property & Casualty Insurance

•  PC Transmittal Notes-1  Notes for Completion of the Uniform Property and Casualty Transmittal Document, Form Filing Transmittal and Rate/Rule Filing Transmittal

• PC TD-1  Property & Casualty Transmittal Document and  PC FFS-1 Form Filing Schedule

• Additional Pages for Form Filing Schedule

• PC TD-1 and PC RRFS-1 Rate/Rule Filing Schedule

• Additional Pages for Rate/Rule Filing Schedule

• OKLCF-1 Insurer Rate Filing - Adoption of Advisory Organization Prospective Loss Costs

• OKWCLCF-2 Workers' Compensation Insurer Rate Filing - Adoption of Organization Prospective Loss Costs

• Form A-2 Oklahoma Rate Exhibit

• Explanatory Remarks/Instructions For Form A-2

• Form OKLCF-A-2 Oklahoma Loss Cost Rate Exhibit

• Explanatory Remarks/Instruction For Form OKLCF-A-2

• Oklahoma Countrywide 5 Year Experience and Expense Exhibit