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Texas Department of Insurance
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Long-term care data call index page

Reporting period – January 1, 2021, to December 31, 2021

Report due date – June 30, 2022

This page contains the following sections:


Background information

An insurer with a closed block of business that has not marketed or issued long-term care insurance in Texas during the reporting year is not required to submit the following TDI long-term care insurance reporting forms:

  • Replacement and Lapses Reporting Form (LHL562);
  • Rescissions Reporting Form (LHL563);
  • Claims Denials Reporting Form (LHL564);
  • Policies Sold Reporting Form (LHL565); and
  • Suitability Reporting Form (LHL566).

An insurer that has issued or marketed long-term care insurance in Texas during the reporting year as specified by 28 TAC §3.3837, must submit the TDI long-term care insurance reporting forms based on the following criteria:

  • LHL562 must be submitted if an insurer issued long-term care insurance in Texas during the reporting year;
  • LHL563 must be submitted if an insurer issued long-term care insurance in Texas during the reporting year;
  • LHL564 must be submitted if an insurer issued long-term care insurance in Texas during the reporting year;
  • LHL565 must be submitted if an insurer marketed long-term care insurance in Texas during the reporting year;
  • LHL566 must be submitted if an insurer issued long-term care insurance in Texas during the reporting year.

All reporting applies to riders for group and individual annuities and life insurance policies that provide long-term care insurance.

All reporting does not apply to life insurance policies:

  • that accelerate the death benefit for one of more of the qualifying events of terminal illness, medical conditions requiring extraordinary medical intervention, or permanent institutional confinement; and
  • that provide the option of a lump-sum payment for those benefits; and
  • where neither the benefits nor the eligibility for the benefits is conditioned upon the receipt of long-term care.

Instructions

Data Collection Instructions (PDF)


Reporting forms

These forms work best when downloaded and opened with Adobe Acrobat.

LHL562 (PDF)

LHL563 (PDF)

LHL564 (PDF)

LHL565 (PDF)

LHL566 (PDF)


Additional resources

Long-Term Care Data Call FAQs (PDF)

Long-Term Care definitions are in 28 TAC §3.3804.


For more information, contact: AHLTCAnnualRpts@tdi.texas.gov

Last updated: 5/10/2022