Captive Insurance
Investment Custodial/Safekeeping Agreement Guidance for Group Captives
Updated Investment Custodial/Safekeeping Agreement Guidance for Group Captives supersedes Memo #97/4.
Submittal Form - Actuarial
PDF Fillable Submittal Form to be used for submission of the annual actuarial certification.
Submittal Form - Audit
PDF Fillable Submittal Form to be used for submission of the annual audit and required letters.
Submittal Form - VCAR & Vermont Premium Tax Copy
PDF Fillable Submittal Form to be used for submission of the Vermont Captive Annual Report (VCAR) and/or the Vermont Premium Tax Return.
Guidance for all VCAR Forms
VCAR guidance and frequently asked questions (FAQs) for all forms. [Note: There's no change to the Guidance and FAQ's. Version 2023 VCAR templates should be used for the 2024 year-end and 2025 fiscal year-end filings, and until superseded.]
IMPORTANT NOTE FOR FILERS: In order to successfully submit Excel files to DFR: 1) make sure macros are DISABLED on any type of Excel file and 2) do NOT try to submit Excel files with the .xlsm extension.
IMPORTANT NOTE FOR FILERS: In order to successfully submit Excel files to DFR: 1) make sure macros are DISABLED on any type of Excel file and 2) do NOT try to submit Excel files with the .xlsm extension.
Vermont Captive Insurance License Summary
Vermont Captive Insurance Companies License Summary details the currently licensed and dissolved captives as of the reported date, as well as aggregate data of new formations by type and industry for the current quarter-end.