PDF format documents
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.
Adopted Rule Filing
Adopted Filing for Rule 23P034
Suitability in Annuity Transactions
(DFR Reg. I-2023-01)
Suitability in Annuity Transactions
(DFR Reg. I-2023-01)
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and FAQ's. Version 2023 VCAR templates should be used for the 2024 year-end and 2025 fiscal year-end filings, and until superseded.]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.