Traditional insurance companies licensed to conduct business in Vermont must renew their licenses annually by completing the Vermont Annual Financial Statement Filing. Use the resources below to complete an annual filing.
Note: These instructions do not apply to Vermont Captive Insurers or Foreign Risk Retention Groups.
2023 Annual Financial Statement Filing Instructions and Forms
DFR filing instructions contain information about Annual Statement Filings and license (or authorization) renewal fees. Below are forms for the period ending December 31, 2023, and for the first three quarters of 2024 for insurance companies required by statute to file with the Department.
Section 1: Annual Fee Calculation Forms
Please be sure to use the correct form. Fees vary.
Section 2: ASSR
Section 3: Liquor Liability Report
Section 4: Checklists - Filings with Notes
4D - Title Insurers
4E - Fraternal Insurers
Regarding NRRA Federal Legislation
4I - Certified Reinsurers