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.
2024 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, 2024, and for the first three quarters of 2025 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.
1A - P&C, L&H, Health, Reciprocal, and Title Insurers
1B - Fraternal Benefit Societies
1C - Foreign Accredited Reinsurers
Section 2: ASSR
Annual Statement Supplemental Report (ASSR)
Section 3: Liquor Liability Report
Vermont Mandatory Reporting (Liquor Liability Report)
Section 4: Checklists - Filings with Notes
4A - Life, Accident and Health / Fraternal Insurers
4B - Property and Casualty, and Reciprocals
4C - Health Entities (Insurers, HDMIs, and HMOs)
4D - Title Insurers
4E - Fraternal Insurers
4F - Foreign Surplus Lines Insurers - no longer required
4G - Alien and Foreign Accredited Reinsurers
Regarding NRRA Federal Legislation
4H - Alien Surplus Lines Insurers - no longer required
4I - Certified Reinsurers