Traditional insurance companies licensed to conduct business in Vermont must renew their license annually by completing the Vermont Annual Financial Statement Filing. Use the resources below to complete an annual filing.
Please note: the instructions on this page do not apply to Vermont Captive Insurers or Foreign Risk Retention Groups.
2020 Annual Financial Statement Filing Instructions and Forms
Below are forms for the period ending December 31, 2020 and for the first three quarters of 2021 for insurance companies required by statute to file with the department. Included are forms for remitting Annual Statement filings and license (or authorization) renewal fees.
Section 2: Annual Fee Calculation Forms
Please be sure to use the correct form as the fees are different.
Section 5: Checklists - Filings with Notes
5D - Title Insurers
5E - Fraternal Insurers - please use From 5A (above)
Regarding NRRA Federal Legislation
5J - Certified Reinsurers
5K - Life Settlement Providers