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.
2022 Annual Financial Statement Filing Instructions and Forms
Below are forms for the period ending December 31, 2022, and for the first three quarters of 2023 for insurance companies required by statute to file with the Department; find information about Annual Statement filings and license (or authorization) renewal fees.
Section 1: Annual Fee Calculation Forms
Please be sure to use the correct form as the fees are different.
Section 4: Checklists - Filings with Notes
4D - Title Insurers
4E - Fraternal Insurers
Regarding NRRA Federal Legislation
4J - Certified Reinsurers