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Texas Department of Insurance
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Notice

TDI eliminated many filing fees. A rule change eliminated fees as of February 2, 2021 for the filing types listed in the regulatory fees, TAC § 7.1301.  

Financial Analysis Section Helpful Links

Filing Information for Annual, Quarterly, and Texas Supplemental Filings with the Financial Analysis Section of the Financial Regulation Division

Filings required by 28 Texas Administrative Code 7.68 should be submitted through the Financial Filing Submission Portal.  Please review the revised Frequently Asked Questions page prior to submitting your first filing.  It provides answers that could help you resolve issues pertaining to your PIN, browser, or file

 

Financial Analysts - Assigned Texas Domiciled Companies

CPA Report Filing Requirements

  • Instructions (PDF)
  • Intent Form (PDF)
  • Affidavit for Exemption (PDF)

Additional links

To receive information about changes to filing requirements, sign up for email alerts. Choose “Licensing and regulation news and updates,” or a specific topic under this section, when setting up your subscriber preferences.

Open records: If you would like to view or get copies of our records, visit our Open Records page.

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

Last updated: 2/8/2022