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PDF Fillable Submittal Form to be used for submission of the annual actuarial certification.

PDF Fillable Submittal Form to be used for submission of the annual audit and required letters.

PDF Fillable Submittal Form to be used for submission of the Vermont Captive Annual Report (VCAR) and/or the Vermont Premium Tax Return.

Adopted Filing for Rule 23P034
Suitability in Annuity Transactions
(DFR Reg. I-2023-01)

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and FAQ's. Version 2023 VCAR templates should be used for the 2024 year-end and 2025 fiscal year-end filings, and until superseded.]

Morgan Stanley Media Release