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.
Judgment and Order in Re Colomont, Inc. and Christopher Santee
Docket No. 21-050-S | Judgment and Order in Re Colomont, Inc. and Christopher Santee
Order Approving Conversion of Granite Mutual Insurance Co to a Stock Insurance Co
Docket No. 23-21-I | Order Approving the Conversion of Granite Mutual Insurance Company to a Stock Insurance Company
Stipulation and Consent Order in Re Thomas M. Chadwick, Chadwick & D'Amato
Stipulation and Consent Order in Re Thomas M. Chadwick (CRD# 2870028), Chadwick & D'Amato LLC (CRD# 116197) and Chadwick Consulting LLC (CRD # 318079)
Order Authorizing Multiple Registration Under VT Uniform Securities Act Thomas Meringolo, Agent (CRD# 4192542)
Docket No. 23-22-S Order Authorizing Multiple Registration Under the Vermont Uniform Securities Act | Thomas Meringolo, Agent (CRD# 4192542)
and Long Bridge Securities, LLC, Broker (CRD# 314519)
Tulipshare Securities, LLC, Broker (CRD# 317568)
Dam Capital (USA) Inc., Broker (CRD# 154945)
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and FAQ's. Version 2023 VCAR templates should be used for the 2024 year-end and 2025 fiscal year-end filings, and until superseded.]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.
Exeter Capital Companies, LLC Stipulation and Consent Order
Stipulation and Consent Order • Docket No. 23-019-S • Exeter Capital Companies, LLC (CRD #127101)
Order of Default Judgment | Senior Health Insurance Company of Pennsylvania (SHIP) - Long-Term Care
A Motion for Default Judgement and Order | Alleging: Senior Health Insurance Company of Pennsylvania (“SHIP”) failed to respond to the Ex Parte Cease and Desist Order dated March 6, 2022 (the “Order”).