| AH001
|
Group Health Product Requirements Checklist
|
PDF |
English |
| AH002
|
Group Health Large and Small Employer Requirements Checklist
|
PDF |
English |
| AH003
|
Group Health Non-Employer or Member Association Checklist
|
PDF |
English |
| AH005
|
Group Health Discretionary Group Checklist
|
PDF |
English |
| AH008
|
Group Health Employer Market Form Filing Checklist - Figure 40, 42, 47, 48, and 50
|
PDF |
English |
| AH010
|
Group Health Stop Loss Checklist
|
PDF |
English |
| AH011
|
Group and Individual Dental and Vision Checklist
|
PDF |
English |
| AH012
|
Group and Individual Long-Term Care Checklist
|
PDF |
English |
| AH013
|
Group and Individual Health Supplemental Coverage Checklist
|
PDF |
English |
| AH014
|
Group and Individual Health Medicare Supplement and Select Checklist
|
PDF |
English |
| AH015
|
Individual Health Product Requirements Checklist
|
PDF |
English |
| AH016
|
Individual Health Major Medical Checklist
|
PDF |
English |
| AH017
|
Individual Health Limited Benefit Checklist
|
PDF |
English |
| AH018
|
Individual and Group Health Accident Only/ Accidental Death & Dismemberment Checklist
|
PDF |
English |
| AH020
|
Individual and Group Health First Diagnosis or Critical Illness and Specified Disease Checklist
|
PDF |
English |
| AH022
|
Individual and Group Health Disability Income Protection Checklist
|
PDF |
English |
| AH023
|
Individual and Group Health Hospital Indemnity Checklist
|
PDF |
English |
| AH024
|
Individual Short-Term Recovery Care Checklist
|
PDF |
English |
| AH025 (Fillable PDF)
|
Balance billing waiver
Fillable PDF version
|
PDF |
English |
| AH025
|
Balance billing waiver
|
PDF |
English |
| AH026
|
Exhibit A — Permissible Exclusions in Individual Accident and Health Policies
|
PDF |
English |
| AS004
|
Accounting Texas Overhead Assessment
|
PDF |
English |
| CCRA01/FIN382
|
CCRC Form 1 - Application for certificate of authority to do business in the State of Texas under Health and Safety Code Section 246.022
|
PDF |
English |
| CCRC01a/FIN604
|
CCRC Form 1a - Application for authority to offer continuing care in residence in Texas under Health and Safety Code Section 246.0025(b).
|
PDF |
English |
| CCRC02/FIN383
|
CCRC Form 2 - Application for Commissioner approval to release excess loan reserve escrow fund amounts under Health and Safety Code Section 278.078
|
PDF |
English |
| CCRC03/FIN384
|
CCRC Form 3 - Officers and directors page
|
PDF |
English |
| CCRC04/FIN385
|
CCRC Form 4 - Biographical data form
|
PDF |
English |
| CCRC04a/FIN386
|
CCRC Form 4A - Biographical data form for a not-for-profit CCRC board members
|
PDF |
English |
| CCRC05/FIN387
|
CCRC Form 5 - Delivery of disclosure statement
|
PDF |
English |
| CCRC06/FIN388
|
CCRC form 6 - Format for Disclosure Statement for Continuing Care Facility
|
WORD |
English |
| CCRC06a/FIN389
|
CCRC Form 6A - Instructions for preparation a continuing care retirement community disclosure statement for filing with TDI
|
PDF |
English |
| CCRC06b/FIN605
|
CCRC form 6B - Format for Disclosure Statement for Continuing Care Facility
|
WORD |
English |
| CCRC07/FIN390
|
CCRC Form 7 - Change of control statement for CCRC
|
PDF |
English |
| CCRC08/FIN391
|
CCRC Form 8 - Certification of changes to disclosure statement
|
PDF |
English |
| CCRC09/FIN392
|
CCRC Form 9 - Notice of request to release entrance fee escrow funds
|
PDF |
English |
| CCRC10/FIN393
|
CCRC Form 10 - Notice of request to release funds from the reserve fund escrow account
|
PDF |
English |
| CCRC11/FIN394
|
CCRC Form 11 - Notice by provider of re-payment of previously released funds to the reserve fund escrow account
|
PDF |
English |
| CCRC12/FIN395
|
CCRC Form 12 - Affidavit of re-payment of previously released funds to the reserve fund escrow account
|
PDF |
English |
| CCRC13/FIN396
|
CCRC Form 13 - Notice of lien
|
PDF |
English |
| CCRC14/FIN397
|
CCRC Form 14 - Calculations concerning conditions
|
PDF |
English |
| CCRC14a/FIN607
|
CCRC Form 14a - Provider request for release of continuing care residence entrance fee escrow funds
|
PDF |
English |
| CCRCFR/FIN381
|
CCRC Filing Requirements for Certificate of Authority
|
PDF |
English |
| CCRCRE/FIN403
|
CCRC Release Escrow Checklist
|
PDF |
English |
| CCRCNC/FIN398
|
CCRC Name Change Checklist
|
PDF |
English |
| CP029
|
Health Insurance Mediation Request Form
Request health insurance mediation
|
PDF |
English |
| CP029-sp
|
Obtenga ayuda si recibió una factura sorpresa de un proveedor de servicios médicos
|
PDF |
Spanish |
| DWC001
|
Employer’s first report of injury or illness
Rev. 10/24. This form is submitted by the carrier to DWC.
|
PDF |
English |
| DWC001S
|
Employer’s first report of injury or illness (for state employees)
Rev. 01/25
|
PDF |
English |
| DWC002
|
Employer’s report for reimbursement of voluntary payment
Rev. 10/24
|
PDF |
English |
| DWC003
|
Employer’s wage statement
Rev. 10/22
|
PDF |
English |
| DWC003ME
|
Employee’s multiple employment wage statement
Rev. 05/23
|
PDF |
English |
| DWC003MES
|
Declaración de salario de múltiples trabajos del empleado
Rev. 05/23
|
PDF |
Spanish |
| DWC003S
|
Declaración de salarios del empleador
Rev. 10/22
|
PDF |
Spanish |
| DWC003SD
|
Employer’s wage statement for school districts
Rev. 07/22
|
PDF |
English |
| DWC003SDS
|
Declaración de salario del empleador para distritos escolares
Rev. 07/22
|
PDF |
Spanish |
| DWC004
|
Employer's Contest of Compensability
Rev. 11/08
|
PDF |
English |
| DWC005
|
Non-subscriber notice to Division of Workers’ Compensation
Rev. 01/25 - static version for mailing and faxing
|
PDF |
English |
| DWC005S
|
Notificación de empleador no suscriptor a la División de Compensación para Trabajadores
Rev. 01/25
|
PDF |
Spanish |
| DWC006
|
Supplemental report of injury
Rev. 10/24
|
PDF |
English |
| DWC007
|
Employer’s report of noncovered employee’s work-related injury or illness
Rev. 01/25
|
PDF |
English |
| DWC007S
|
Reporte del empleador para lesiones o enfermedades relacionadas con el trabajo de los empleados sin cobertura
Rev. 01/25
|
PDF |
Spanish |
| DWC008
|
Return-to-Work Reimbursement Program for Employers
Rev. 04/10
|
PDF |
English |
| DWC020A
|
Correction/Revision/Endorsement to Existing Policy
Rev. 10/05
|
PDF |
English |
| DWC020SI
|
Governmental entity coverage information
Rev. 08/24
|
PDF |
English |
| DWC022
|
Request for a required medical examination (RME)
Rev. 06/23
|
PDF |
English |
| DWC022S
|
Solicitud para un examen médico requerido
Rev. 06/23
|
PDF |
Spanish |
| DWC024
|
Benefit Dispute Agreement
Rev. 11/17
|
PDF |
English |
| DWC024s
|
Acuerdo para Disputa de Beneficios
Rev. 11/17
|
PDF |
Spanish |
| DWC025
|
Benefit Dispute Settlement
Rev. 11/17
|
PDF |
English |
| DWC025s
|
Acuerdo por Disputa de Beneficios
Rev. 11/17
|
PDF |
Spanish |
| DWC026
|
Request for Reimbursement of Payment Made by Health Care Insurer
Rev. 01/15
|
PDF |
English |
| DWC027
|
Designation of insurance carrier’s Austin representative
Rev. 03/22
|
PDF |
English |
| DWC029
|
Request for standard detailed data reports
Rev. 03/22
|
PDF |
English |
| DWC031
|
Request to change payment period or purchase an annuity
Rev. 06/23
|
PDF |
English |
| DWC031s
|
Solicitud para cambiar el periodo de pago o para la compra de una anualidad
Rev. 06/23
|
PDF |
Spanish |
| DWC032
|
Request for designated doctor examination
Rev. 11/24
|
PDF |
English |
| DWC032S
|
Solicitud para obtener un examen por parte de un médico designado
Rev. 11/24
|
PDF |
Spanish |
| DWC033
|
Request to reduce income benefits due to contribution
Rev. 05/22
|
PDF |
English |
| DWC038
|
Application for lifetime income benefits (LIBs)
Rev. 11/24
|
PDF |
English |
| DWC038S
|
Solicitud para recibir beneficios de ingresos de por vida (LIBs)
Rev. 11/24
|
PDF |
Spanish |
| DWC039
|
First responder’s annual certification for lifetime income benefits (LIBs)
Rev. 11/24
|
PDF |
English |
| DWC039S
|
Certificación anual de los beneficios de ingresos de por vida (LIBs) para el personal de respuesta inmediata
Rev. 11/24
|
PDF |
Spanish |
| DWC041
|
Employee's Claim for Compensation for a Work-Related Injury or Occupational Disease
Rev. 3/07
|
PDF |
English |
| DWC041
|
Employee's Claim for Compensation for a Work-Related Injury or Occupational Disease
Rev. 3/07
|
WORD |
English |
| DWC041S
|
Reclamo del Empleado para Compensación por una Lesión Relacionada con el Trabajo o Enfermedad Ocupacional
Rev. 3/07
|
PDF |
Spanish |
| DWC041S
|
Reclamo del Empleado para Compensación por una Lesión Relacionada con el Trabajo o Enfermedad Ocupacional
Rev. 3/07
|
WORD |
Spanish |
| DWC042
|
Claim for workers’ compensation death benefits
Rev. 12/23
|
PDF |
English |
| DWC042S
|
Reclamación para obtener beneficios de compensación para trabajadores por causa de muerte
Rev. 12/23
|
PDF |
Spanish |
| DWC044
|
Election to Engage in Arbitration
Rev. 06/12
|
PDF |
English |
| DWC044S
|
Elección para Participar en un Arbitraje
Rev. 05/12
|
PDF |
Spanish |
| DWC045
|
Request to schedule, reschedule, or cancel a benefit review conference (BRC)
Rev. 07/21
|
PDF |
English |
| DWC045A
|
Request for a Medical Contested Case or SOAH Hearing
Rev. 09/07, applicable only to medical disputes that were filed prior to June 1, 2012
|
PDF |
English |
| DWC045AS
|
Solicitud para una Audiencia para Disputar Beneficios Médicos o Audiencia en la Oficina Estatal de Audiencias Administrativas (SOAH, por sus Siglas en Inglés)
Rev. 10/07, aplicable solamente para las disputas médicas que fueron presentadas antes del 1º de junio del 2012
|
PDF |
Spanish |
| DWC045S
|
Solicitud para programar, reprogramar, o cancelar una conferencia para revisión de beneficios (benefit review conference –BRC, por su nombre y siglas en inglés)
Rev. 07/21
|
PDF |
Spanish |
| DWC045M
|
Request to schedule, reschedule, or cancel a benefit review conference to appeal a medical fee dispute decision (BRC-MFD)
Rev. 07/21
|
PDF |
English |
| DWC045MS
|
Solicitud para programar, reprogramar, o cancelar una conferencia para revisión de beneficios para apelar la decisión de una disputa por honorarios médicos (benefit review conference to appeal a medical fee dispute decision -BRC-MFD, por su nombre y
Rev. 07/21
|
PDF |
Spanish |
| DWC046
|
Request to accelerate impairment income benefits
Rev. 08/22
|
PDF |
English |
| DWC046S
|
Solicitud para acelerar los beneficios de ingresos de impedimento
Rev. 08/22
|
PDF |
Spanish |
| DWC047
|
Request to advance benefits
Rev. 08/22
|
PDF |
English |
| DWC047S
|
Solicitud para recibir beneficios por adelantado
Rev. 08/22
|
PDF |
Spanish |
| DWC048
|
Request to get reimbursed for travel costs
Rev. 07/21
|
PDF |
English |
| DWC048S
|
Solicitud para obtener un reembolso por gastos de viaje
Rev. 07/21
|
PDF |
Spanish |
| DWC049
|
Request to Schedule a Medical Contested Case Hearing (MCCH)
Rev. 11/17
|
PDF |
English |
| DWC049S
|
Solicitud para Programar una Audiencia para Disputar Beneficios Médicos (Medical Contested Case Hearing –MCCH, por su nombre y siglas en inglés)
Rev. 11/17
|
PDF |
Spanish |
| DWC051
|
Request for a lump sum payment of impairment income benefits (IIBs)
Rev. 06/23
|
PDF |
English |
| DWC051S
|
Solicitud para recibir un pago en suma total de los beneficios de ingresos de impedimento
Rev. 06/23
|
PDF |
Spanish |
| DWC052
|
Supplemental Income Benefits (SIBs) Application
Rev. 07/24
|
PDF |
English |
| DWC052S
|
Solicitud para recibir beneficios de ingresos suplementarios (SIBs)
Rev. 07/24
|
PDF |
English |
| DWC053
|
Employee Request to Change Treating Doctor
Rev. 03/12
|
PDF |
English |
| DWC053S
|
Solicitud del Empleado para Cambiar de Médico de Tratamiento
Rev. 03/12
|
PDF |
Spanish |
| DWC054
|
Notice to Employee: Intention to Request Division Permission to Adjust Benefits
Rev. 02/17
|
PDF |
English |
| DWC054S
|
Aviso al/a la Empleado/a: Intencion de Solicitar permiso a la División para Ajuste de Beneficios
Rev. 02/17
|
PDF |
Spanish |
| DWC055
|
Request to Adjust Average Weekly Wage for Seasonal Employee
Rev. 02/17
|
PDF |
English |
| DWC055S
|
Solicitud de Ajuste al Salario Medio Semanal de un(a) Empleado/a de Temporada
Rev. 02/17
|
PDF |
Spanish |
| DWC057
|
Request to extend the date of maximum medical improvement for an approved spinal surgery
Rev. 06/23
|
PDF |
English |
| DWC057S
|
Solicitud para extender la fecha del mejoramiento máximo médico para una cirugía aprobada de la columna vertebral
Rev. 06/23
|
PDF |
Spanish |
| DWC058
|
Request for Interlocutory Order
Rev. 09/07
|
PDF |
English |
| DWC060
|
Medical Fee Dispute Resolution Request
Rev. 02/21
|
PDF |
English |
| DWC060S
|
Solicitud para Resolución de Disputas por Honorarios Médicos
Rev. 02/21
|
PDF |
Spanish |
| DWC064
|
Medical Interlocutory Order Request - Continued Use of a Drug Previously Prescribed and Dispensed and Excluded from TDI-DWC’s Closed Formulary
Rev. 8/11
|
PDF |
English |
| DWC066
|
Statement of Pharmacy Services
Rev. 12/11
|
PDF |
English |
| DWC067
|
Designated doctor certification application
Rev. 4/23
|
PDF |
English |
| DWC068
|
Designated doctor examination data report
Rev. 6/23
|
PDF |
English |
| DWC069
|
Report of Medical Evaluation
Rev. 1/15
|
PDF |
English |
| DWC070
|
Instructions For Completing The ADA J515 Dental Claim Form For Texas Workers' Compensation Claims
Rev. 10/05
|
PDF |
English |
| DWC072
|
Medical Quality Review Panel Application
Rev. 01/13
|
PDF |
English |
| DWC073
|
Work Status Report
Rev. 09/19
|
PDF |
English |
| DWC073s
|
Reporte de Estado de Trabajo
Rev. 09/19
|
PDF |
Spanish |
| DWC074
|
Description of Injured Employee’s Employment
Rev. 9/09
|
PDF |
English |
| DWC081
|
Agreement between general contractor and subcontractor to provide workers' compensation insurance
Rev. 10/21
|
PDF |
English |
| DWC081S
|
Acuerdo entre el contratista general y el subcontratista para proporcionar un seguro de compensación para trabajadores
Rev. 10/21
|
PDF |
Spanish |
| DWC082
|
Agreement between motor carrier and owner operator to provide workers' compensation insurance | Agreement to require owner operator to act as employer
Rev. 02/22
|
PDF |
English |
| DWC082S
|
Acuerdo entre el transportista y el propietario operador para proporcionar un seguro de compensación para trabajadores Acuerdo para requerir que el propietario operador actúe como empleador
Rev. 02/22
|
PDF |
Spanish |
| DWC083
|
Joint agreement to affirm independent relationship for certain building and construction workers | Agreement to establish employer-employee relationship for certain building and construction workers
Rev. 10/21
|
PDF |
English |
| DWC083S
|
Acuerdo en conjunto para afirmar la relación independiente de ciertos trabajadores de edificación y construcción | Acuerdo para establecer la relación de empleador-empleado para ciertos trabajadores de edificación y construcción
Rev. 10/21
|
PDF |
Spanish |
| DWC084
|
Exception to application of joint agreement to affirm independent relationship for certain building and construction workers
Rev. 10/21
|
PDF |
English |
| DWC084S
|
Excepción a la aplicación del acuerdo en conjunto para afirmar la relación independiente de ciertos trabajadores de edificación y construcción
Rev. 10/21
|
PDF |
Spanish |
| DWC085
|
Agreement between general contractor and subcontractor to establish independent relationship
Rev. 10/21
|
PDF |
English |
| DWC085S
|
Acuerdo entre el contratista general y el subcontratista para establecer una relación independiente
Rev. 10/21
|
PDF |
Spanish |
| DWC095
|
SIF Reimbursement Request Form - Overturned Order or Designated Doctor Opinion
Rev. 01/21
|
PDF |
English |
| DWC096
|
SIF Reimbursement Request Form – Refund of Death Benefits
Rev. 01/21
|
PDF |
English |
| DWC097
|
SIF Reimbursement Request Form – Multiple Employment
Rev. 01/21
|
PDF |
English |
| DWC098
|
SIF Reimbursement Request Form – Pharmaceutical
Rev. 01/21
|
PDF |
English |
| DWC101
|
Program review report for rejected risk employers
Rev. 11/21
|
PDF |
English |
| DWC101
|
Program review report for rejected risk employers
Rev. 11/21
|
WORD |
English |
| DWC102
|
Accident prevention plan cover sheet for rejected risk employer
Rev. 11/21
|
PDF |
English |
| DWC102
|
Accident prevention plan cover sheet for rejected risk employer
Rev. 11/21
|
WORD |
English |
| DWC104
|
Employer request for DWC safety consultation
Rev. 11/21
|
PDF |
English |
| DWC104
|
Employer request for DWC safety consultation
Rev. 11/21
|
WORD |
English |
| DWC105
|
Accident prevention services worksheet
Rev. 07/24
|
PDF |
English |
| DWC105
|
Accident prevention services worksheet
Rev. 07/24
|
WORD |
English |
| DWC105
|
Accident prevention services worksheet
Rev. 07/24
|
PDF |
English |
| DWC105
|
Accident prevention services worksheet
Rev. 07/24
|
WORD |
English |
| DWC109
|
Accident prevention services annual report
Rev. 07/24
|
PDF |
English |
| DWC109
|
Accident prevention services annual report
Rev. 07/24
|
WORD |
English |
| DWC109
|
Accident prevention services annual report
Rev. 07/24
|
PDF |
English |
| DWC109
|
Accident prevention services annual report
Rev. 07/24
|
WORD |
English |
| DWC120
|
Designation of administrative services company administrator
Rev. 03/22
|
PDF |
English |
| DWC121
|
Claim Administration Contact Information
Rev. 3/20
|
PDF |
English |
| DWC150
|
Notice of Representation
Rev. 12/16
|
PDF |
English |
| DWC150A
|
Notice of Withdrawal of Representation
Rev. 11/17
|
PDF |
English |
| DWC150AS
|
Aviso de Anulación de Representación Legal
Rev. 11/17
|
PDF |
Spanish |
| DWC150S
|
Aviso de Representación Legal
Rev. 12/16
|
PDF |
Spanish |
| DWC151
|
Attorney Application for Web Access
Rev. 12/16
|
PDF |
English |
| DWC152
|
Application for Attorney Fees
Rev. 11/17
|
PDF |
English |
| DWC153
|
Request for Record Check or Copies of Confidential Claim Information
Rev. 02/21
|
PDF |
English |
| DWC153s
|
Solicitud para Obtener Verificación de Expedientes o Copias de Información Confidencial de la Reclamación
Rev. 02/21
|
PDF |
Spanish |
| DWC154
|
Workers' Compensation Complaint Form
Rev. 11/25
|
PDF |
English |
| DWC154S
|
Quejas de Compensación para Trabajadores
Rev. 11/25
|
PDF |
Spanish |
| DWC156
|
Prospective employment authorization and certification
Rev. 08/21
|
PDF |
English |
| DWC156S
|
Certificación y autorización de un posible empleo
Rev. 08/21
|
PDF |
Spanish |
| DWC205
|
Locations of Employer’s Business(es)
Addendum to DWC Form-005 or DWC Form-020 - Rev. 11/10
|
PDF |
English |
| DWC205S
|
Locaciones del Negocio(s) del Empleador
Suplemento para el Formulario DWC005 o Formulario DWC020 - Rev. 11/10
|
PDF |
Spanish |
| EDI-02
|
Insurance carrier or trading partner medical electronic data interchange (EDI) profile
Rev. 04/22
|
PDF |
English |
| EDI-03
|
Claim and medical EDI compliance coordinator and medical EDI trading partner notification
Rev. 02/22
|
PDF |
English |
| FIN111
|
Health Entities Filing Requirements Checklist
Filing requirements
|
PDF |
English |
| FIN116
|
HMO Supplement - Annual Information
|
PDF |
English |
| FIN117
|
TDI Instructions for Filing CPA Audited Financial Reports
|
PDF |
English |
| FIN119
|
Life, Accident, and Health/Fraternal Insurers Filing Requirements Checklist
Filing requirements
|
PDF |
English |
| FIN122
|
Property & Casualty Insurers Filing Requirements Checklist
Filing requirements
|
PDF |
English |
| FIN123
|
TDI Supplement Form for County Mutuals
|
PDF |
English |
| FIN127
|
Title Companies Filing Requirements Checklist
Filing requirements
|
PDF |
English |
| FIN128
|
Annual Statement Blank - Farm Mutual Companies
|
EXCEL |
English |
| FIN128
|
Annual Statement Blank - Farm Mutual Companies
|
PDF |
English |
| FIN138
|
Texas Supplemental A for County Mutuals Form
Texas Supplemental "A" for County Mutuals Form
|
PDF |
English |
| FIN139
|
Annual Operations Report
Form FIN139 required to be filed annually by premium finance company, due April 1. Rev. 3/2021
|
PDF |
English |
| FIN145
|
Notice of intent to relocate books and records outside of Texas
Form TDI BR-93
|
PDF |
English |
| FIN150
|
Texas Negotiated Deductible Workers' Compensation Form
|
PDF |
English |
| FIN160, PF1
|
Application for An Insurance Premium Finance Company License (Form PF1)
Premium Finance application for initial license to operate in Texas
|
PDF |
English |
| FIN161, PF1A
|
Supplemental Application for a Premium Finance Company (Form PF1A)
Form premium finance company completes to notify TDI of changes, such as an additional location, relocation, name change and/or ownership change
|
PDF |
English |
| FIN162, PF1B
|
Application for an Insurance Premium Finance License by a Bank or Savings and Loan Association (Form PF1B)
Application for a bank or savings and loan to be a licensed premium finance company
|
PDF |
English |
| FIN164, PF2
|
Premium Finance List of Principals
List all officers, directors and contact persons of Premium Finance Company
|
PDF |
English |
| FIN165, PF3
|
Questionnaire - Premium Finance Applicant (Form PF3)
Questionnaire to be completed by those wishing to obtain a premium finance company license
|
PDF |
English |
| FIN166, PF4
|
Biographical Affidavit - Premium Finance Applicant (Form PF4)
Form to be completed by each individual named on Form PF2.
|
PDF |
English |
| FIN167, PF5
|
List of Other States of Licensure - Premium Finance Applicant (Form PF5)
List of other states where Premium Finance Company is licensed
|
PDF |
English |
| FIN168, PF6
|
Appointment of Statutory Agent and Consent to Service - Premium Finance Applicant (Form PF6)
Form to be completed by premium finance company, appointing statutory agent for service of process who resides in the state of Texas
|
PDF |
English |
| FIN169, PF7
|
Premium Finance Premium Comparison Disclosure Form
Disclosure form/notice regarding interest charges incurred when purchasing liability insurance through the Texas Automobile Insurance Plan Association (TAIPA), if paid through a monthly installment plan.
|
PDF |
English / Spanish |
| FIN170, PF Schedule A
|
Filings Required for Premium Finance Application for Additional Location (Schedule A)
Checklist outlining the documents required when Premium Finance Company is adding a location
|
PDF |
English |
| FIN171, PF Schedule B
|
Filings Required for Premium Finance Application for Relocation (Schedule B)
Checklist outlining documents required when a Premium Finance Company is relocating
|
PDF |
English |
| FIN172, PF Schedule C
|
Filings Required for Premium Finance Application for Name Change (Schedule C)
Checklist outlining documents required for a Premium Finance Company to change its name
|
PDF |
English |
| FIN173, PF Schedule D
|
Filings Required for Premium Finance Application for Change of Ownership (Schedule D)
Checklist outlining requirements for Premium Finance Company to change ownership
|
PDF |
English |
| FIN180
|
Certificate of Authority Application for a Captive Insurance Company
Certificate of Authority Application for a Captive Insurance Company, either a Texas start up or a company wishing to redomesticate to Texas
|
PDF |
English |
| FIN181
|
Biographical Affidavit for Captive Insurance Company
Biographical Affidavit form for individuals that oversee management of the Captive Insurance Company
|
PDF |
English |
| FIN182
|
Financial Projections for Captive Insurance Company
Financial Projections Excel Workbook for Captive Insurance Company
|
EXCEL |
English |
| FIN184
|
Appointment of Agent for Service of Process for a Captive Insurance Company
Notarized form appointing an agent for service of process for a captive insurance company
|
PDF |
English |
| FIN185
|
Moving a Captive Insurance Company's Books and Records Out of the State of Texas Under Texas Insurance Code, Section 803
Form and requirements for a captive insurance company wishing to move its books, records, accounts, and/or principle office(s) outside the state of Texas
|
PDF |
English |
| FIN186
|
Captive Insurance Company Officers' Certification and Attestation Certificate of Filing
Certification by a Captive Insurance Company's Officers in regards to true and accurate information submitted with application
|
PDF |
English |
| FIN187
|
Uniform Checklist for Reciprocal Jurisdiction Reinsurers
|
PDF |
English |
| FIN188
|
Application checklist for Certified Reinsurers
|
PDF |
English |
| FIN189
|
Certificate of Accredited Assuming Insurer (AR-1)
|
PDF |
English |
| FIN190
|
CR-1 Certificate of Certified Reinsurer
|
PDF |
English |
| FIN191
|
CR-F Certified Reinsurers
|
EXCEL |
English |
| FIN192
|
CR-S Certified Reinsurers
CR-S, Certified Reinsurers, FIN192
|
EXCEL |
English |
| FIN193
|
Certificate of Reinsurer Domiciled in Reciprocal Jurisdiction (RJ-1)
|
PDF |
English |
| FIN194
|
Annuity Transaction Disclosure form
|
PDF |
English |
| FIN195
|
Consumer Refusal to Provide Information Before Buying an Annuity form
|
PDF |
English |
| FIN196
|
Consumer Disclosure When Buying an Annuity Not Recommended by an Agent
|
PDF |
English |
| FIN197
|
Application Checklist for Accredited or Trusteed Assuming Insurer
|
PDF |
English |
| FIN202
|
Texas Policyholder Dividend Disbursement Notification/Application
FIN 202 Texas Policyholder Dividend Disbursement Notification Application
|
PDF |
English |
| FIN230
|
Annuity PBR Statement Exemption Form
|
PDF |
English |
| FIN231
|
Life Principle-Based Reserving (PBR) Statement of Exemption
|
PDF |
English |
| FIN232
|
Captive Actuarial Opinion Waiver Affidavit
|
PDF |
English |
| FIN233
|
Actuarial Opinion Exemption Affidavit
|
PDF |
English |
| FIN244
|
CPA Audited Financial Report - Intent Form
Register a CPA to file an audited financial report
|
PDF |
English |
| FIN246
|
Affidavit for Exemption from Filing CPA Audited Financial Report
CPA Exemption Form
|
PDF |
English |
| FIN251
|
Annual Statement Blank - Mutual Assessments, Burials, LMAs
|
EXCEL |
English |
| FIN251
|
Annual Statement Blank - Mutual Assessments, Burials, LMAs
|
PDF |
English |
| FIN252
|
HMO Supplement
|
PDF |
English |
| FIN300
|
Company Name Reservation Application
Application to reserve a company name
|
PDF |
English |
| FIN302
|
HMO Application for Certificate of Authority
Application for an HMO to do business in the state of Texas
|
PDF |
English |
| FIN306
|
Officers and Directors Page
Complete Listing of all Current Officers and Directors
|
PDF |
English |
| FIN307
|
Attorney-in-Fact and Underwriters Page
Lists the Attorney-in-Fact and Underwriters of Lloyds and Reciprocals
|
PDF |
English |
| FIN310
|
Application For A License As An Advisory Organization
Submit application to be licensed as an Advisory Organization
|
PDF |
English |
| FIN311
|
Biographical Affidavit
Biographical Affidavit form to be completed by certain officers and directors of insurance companies; compliance with statute
|
PDF |
English |
| FIN312
|
Attorney for Service form
Attorney for Service form
|
PDF |
English |
| FIN321
|
Company Licensing Fee Transmittal Form
|
PDF |
English |
| FIN324
|
Biographical Affidavit Update
submitted as notification of changes to biographical affidavit
|
PDF |
English |
| FIN325
|
State of Texas Statement of Retaliatory Fees and Requirements
Requirements for insurers, including Capital and Surplus Requirements; Fees; Deposit and Bonds, Premium Tax Requirements, and Additional Taxes
|
PDF |
English |
| FIN332
|
Capital Changes Amendment for Texas Stock Property and Casualty or Life, Health and Accident Insurance Companies
Requirements for a capital increase requiring a charter amendment
|
PDF |
English |
| FIN341
|
Merger Checklist
Checklist for filing a merger between two stock insurance companies where at least one of the companies is domiciled in Texas
|
PDF |
English |
| FIN345
|
Total and Partial Assumption Reinsurance for Domestic Companies
Checklist for Total and Partial Assumption Reinsurance Agreements involving at least one Texas domestic insurance company
|
PDF |
English |
| FIN346
|
Checklist for Total and Partial Reinsurance Agreements Involving Foreign Insurance Companies
Checklist for Total or Partial Assumption Reinsurance Agreements involving two foreign insurance companies
|
PDF |
English |
| FIN349
|
Withdrawal Checklist
Filing instruction for an insurer wanting to withdraw or cease writing a line or lines of insurance in the state of Texas
|
PDF |
English |
| FIN350
|
Guidelines to Re-enter Texas Market Subsequent to Withdrawal
Filing instruction for insurance companies wishing to re-enter the Texas insurance market subsequent to filing a withdrawal plan
|
PDF |
English |
| FIN351
|
Voluntary Dissolution Checklist
Instructions for a Texas-Domestic Company wanting to Dissolve and Cancel its Certificate of Authority
|
PDF |
English |
| FIN353
|
Biographical Affidavit and Fingerprint Requirements for Texas-Domestic Insurers
Requirements and instructions for submitting biographical affidavits and fingerprints for Texas-domestic insurers
|
PDF |
English |
| FIN355
|
Biographical Affidavit and Fingerprint Requirements for Health Maintenance Organizations (HMOs)
Instructions and requirements for submitting biographical affidavit and fingerprints for Health Maintenance Organizations (HMOs)
|
PDF |
English |
| FIN357
|
HMO Certificate of Authority Application Checklist
Filing instructions for an entity wishing to do business as a Health Maintenance Organization (HMO) in Texas
|
PDF |
English |
| FIN358
|
HMO DBA Filing Checklist
Filing instructions relating to an HMO's DBA, Assumed Name, Trade Mark, Service Marks and Logos
|
PDF |
English |
| FIN359
|
HMO Home Office Change Checklist
Filing instruction related to a Health Maintenance Organization's subsequent filing for a home office change
|
PDF |
English |
| FIN360
|
HMO Name Change Checklist
Instructions related to a Health Maintenance Organization's subsequent filing for a name change
|
PDF |
English |
| FIN361
|
HMO Service Area Expansion
Filing instructions for a Health Maintenance Organization wishing to provide HMO coverage in additional counties
|
PDF |
English |
| FIN363
|
HMO Merger Checklist
Checklist and instructions for a Health Maintenance Organization's merger filing
|
PDF |
English |
| FIN364
|
Cancellation of HMO Certificate of Authority
Instructions for a Health Maintenance Organization wishing to cancel its HMO certificate of authority to transact business in Texas.
|
PDF |
English |
| FIN365
|
HMO Withdrawal Guidelines
Guidelines for a Health Maintenance Organization to file a plan of orderly withdrawal before the HMO undertakes total or substantial withdrawal.
|
PDF |
English |
| FIN367
|
Application for Reciprocal or Inter-Insurance Exchanges
Application to transact business as a reciprocal or inter-insurance exchange
|
PDF |
English |
| FIN368
|
Instructions for the Original Incorporation of Texas Lloyds Company
Instructions for the original incorporation of a Lloyds Company
|
PDF |
English |
| FIN369
|
Application for Certificate of Authority for a Texas Lloyds
Form for Lloyds companies to complete for a new or amended Certificate of Authority
|
PDF |
English |
| FIN370
|
Checklist for Charter Amendment for Texas Lloyds
Instructions for Lloyds amendments, including Underwriter Substitution, Attorney-in-Fact Change, Name Change or Home Office Change, or Increase in Guaranty Fund or Surplus Contribution
|
PDF |
English |
| FIN371
|
Checklist for Change in Attorney in Fact for Reciprocals
Attorney-in-fact Change Checklist for Reciprocals (only)
|
PDF |
English |
| FIN372
|
Conversion of Lloyds to Stock P&C Insurer
Filing instructions for a Lloyds insurer to convert to a stock property and casualty insurer
|
PDF |
English |
| FIN373
|
Instructions for Certificate of Authority for Multiple Employer Welfare Arrangement
Filing instructions for preparing the application to become licensed as a Multiple Employer Welfare Arrangement (MEWA)
|
PDF |
English |
| FIN374
|
MEWA Application to Do Business
Application form to do business as a Multiple Employer Welfare Arrangement (MEWA)
|
PDF |
English |
| FIN375
|
Application for Initial Certificate of Authority (MEWA)
Multiple Employer Welfare Arrangement (MEWA) application for a temporary, or initial certificate of authority
|
PDF |
English |
| FIN376
|
MEWA Officers, Directors, and Trustees Page
Listing of all officers, directors, and trustees associated with the Multiple Employer Welfare Arrangement (MEWA)
|
PDF |
English |
| FIN377
|
Service of Process (MEWA)
Multiple Employer Welfare Arrangement (MEWA) Service of Process form
|
PDF |
English |
| FIN378
|
MEWA Annual Filing Checklist
Instructions for submitting annual filing for a Multiple Employer Welfare Arrangement (MEWA)
|
PDF |
English |
| FIN404
|
Workers Compensation Group Self-Insurance Coverage Acknowledgement of Indemnity Agreement
Workers' Compensation Self-Insurance Group (SIG) coverage acknowledgement of indemnity agreement; employer's joint and several liability agreement
|
PDF |
English |
| FIN407
|
Statutory Deposit Transaction Form
Statutory Deposit Transaction Form is submitted when a securities is deposited or withdrawn.
|
PDF |
English |
| FIN409
|
Texas PEO Quarterly Report
Quarterly report filed for PEO self-funded employee health benefit plans.
|
EXCEL |
English |
| FIN410
|
Texas PEO Annual Report
Annual financial report filed by PEO self-funded health benefit plans.
|
EXCEL |
English |
| FIN411
|
Financial Projections for Self-Funded PEO Plans
Financial projections to be submitted for a PEO self-funded health benefit plan.
|
EXCEL |
English |
| FIN412
|
Professional Employer Organization Application for a Certificate of Approval to Sponsor a Client Employer Health Benefit Plan
Certificate of approval application and checklist for a PEO sponsored Client Employer Health Benefit Plan
|
PDF |
English |
| FIN414
|
Notification to the Commissioner for Registration as a Purchasing Group - Form PG1
Form PG1 - used for the initial registration of a group that intends to do business in Texas
|
PDF |
English |
| FIN415
|
Annual Agent Report for Risk Retention and Purchasing Groups - Form PG3
Form PG3 required to be filed by any agent for a purchasing group and shown on Form PG1 or Form PG1R
|
PDF |
English |
| FIN416
|
Appointment of Commissioner as Agent - Form RRG/PG C1
Form RRG/PG PC1 required for all purchasing groups. Notarized form appoints Commissioner of Insurance as agent for the purchasing group.
|
PDF |
English |
| FIN417
|
Purchasing Group Annual Filing or Amendment - Form PG1R
Form PG1R - Form and instructions used by Purchasing Groups to report changes to the original registration and for annual filing due July 1.
|
PDF |
English |
| FIN419
|
Registration of a Foreign/Alien Risk Retention Group - Form RRG-A-122
Form RRG-A-122 required for initial registration and renewal of a Risk Retention Group that intends to do business in Texas.
|
PDF |
English |
| FIN420
|
Risk Retention Group Initial and Annual Filing Requirements Checklist
Checklist provided to Risk Retention Groups to ensure all required documents are completed and submitted within required deadlines.
|
PDF |
English |
| FIN422
|
Foreign (U.S. domiciled) Surplus Lines Insurers Filing Requirements/Checklist
Instructions/Checklist for foreign (U.S. domiciled) Surplus Lines insurers that wish to obtain/maintain SL eligibility. See FIN421 for Memorandum to be utilized in conjunction with FIN422.
|
PDF |
English |
| FIN430
|
License Application for a Life Settlement Provider or Broker
Original application for licensure of a life settlement broker or provider, which includes checklists for filing requirements of the initial application
|
PDF |
English |
| FIN431
|
Application for Renewal, Surrender, or Change of Information for a Life Settlement Provider or Broker
Application for renewal of a broker or provider license or to report change of information of an existing life settlement broker or provider
|
PDF |
English |
| FIN432
|
Life Agent Notification to TDI to act as a Life Settlement Broker
Required for applicants who have held a resident Texas life or life and health license for at least one year
|
PDF |
English |
| FIN434
|
Biographical Affidavit for Life Settlement Providers or Brokers
Biographical affidavit. Must be completed by all individuals specified in the instructions of FIN430 and FIN431, as adopted by rule.
|
PDF |
English |
| FIN435
|
Checklist for Placing an Initial Statutory Deposit
Checklist for an insurance company to initially place security funds on deposit.
|
PDF |
English |
| FIN436
|
Checklist for a Name Change or Merger of Securities on Deposit
Checklist outlining documents required for an insurance company to change the name for which securities are held.
|
PDF |
English |
| FIN437
|
Checklist for Substituting Securities on Deposit
Checklist outlining documents required for an insurance company to substitute securities held on deposit.
|
PDF |
English |
| FIN438
|
Checklist for Withdrawal of Statutory Deposit
Instructions outlining documents required for an insurance company to withdraw securities on deposit, due to a reduction, dissolution, merger, or cancellation of company's Certificate of Authority.
|
PDF |
English |
| FIN450
|
Joint Control Agreement for Lloyds
Form to be executed by Lloyds plan when placing required net assets as required by statute
|
PDF |
English |
| FIN453
|
Declaration of Trust
Form to be executed for securities held on deposit.
|
PDF |
English |
| FIN454
|
Checklist for Custodian Change for Securities on Deposit
|
PDF |
English |
| FIN455
|
Checklist for Renewing a Certificate of Deposit
|
PDF |
English |
| FIN464
|
Workers' Compensation Self-Insured Group (SIG) Administrator or Service Company Bond
Format Instructions
|
PDF |
English |
| FIN465
|
Workers Compensation Self-Insurance Group Application
Application for Certificate of Approval to Conduct Workers Compensation Self-Insurance Group (SIG) Business
|
PDF |
English |
| FIN466
|
Workers Compensation Self-Insurance Group (SIG) Application Checklist
Application checklist for workers compensation Self-Insurance Groups (SIG)
|
PDF |
English |
| FIN467
|
Workers Compensation Self-Insurance Group (SIG) Employer Membership Form
Employer membership form for workers compensation Self-Insurance Groups
|
PDF |
English |
| FIN468
|
Workers Compensation Self-Insurance Group (SIG) Notification Form
Mandatory notification to the commissioner of insurance regarding any one of a variety of possible changes that a workers compensation Self-Insurance Group (SIG) makes
|
PDF |
English |
| FIN469
|
Workers Compensation Self-Insurance Group (SIG) Termination of Certificate of Approval Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) to apply for termination of its certificate of approval
|
PDF |
English |
| FIN470
|
Workers Compensation Self-Insurance Group (SIG) Merger Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) to merge with another SIG engaged in the same or similar type of business
|
PDF |
English |
| FIN471
|
Workers Compensation Self-Insurance Group (SIG) 5% Investments
Instruction for a workers compensation Self-Insurance Group (SIG) regarding authorized investments for meeting minimum capital and surplus and reserves
|
PDF |
English |
| FIN472
|
Workers Compensation Self-Insurance Group (SIG) Hazardous Financial Condition Notice
Instructions and checklist for a workers compensation Self-Insurance Group (SIG) should it become insolvent or discover a hazardous financial condition
|
PDF |
English |
| FIN473
|
Workers Compensation Self-Insurance Group (SIG) Changes to Service Company Agreements Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) if there are any changes to agreements or new agreements are entered into with an administrator/service company
|
PDF |
English |
| FIN474
|
Workers Compensation Self-Insurance Group (SIG) Change in Security for Incurred Liabilities Form
Security deposit instructions for a workers compensation Self-Insurance Group (SIG)
|
PDF |
English |
| FIN475
|
Workers Compensation Self-Insurance Group (SIG) Change in Performance or Fidelity Bond Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) for a change in performance or fidelity bond
|
PDF |
English |
| FIN476
|
Workers Compensation Self Insurance Group Changes to Corporate Governance Documents Checklist
Checklist for a workers compensation Self Insurance Group to make a change to its corporate governance documents, including By Laws, Articles of Association, Incorporation, or other documentation used to verify the existence of the SIG and or Trust
|
PDF |
English |
| FIN477
|
Workers Compensation Self-Insurance Group (SIG) Excess Insurance Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) to establish excess insurance for losses
|
PDF |
English |
| FIN478
|
Workers Compensation Self-Insurance Group (SIG) Financial Pro Forma
Financial Pro Forma for a workers compensation Self-Insurance Group (SIG)
|
PDF |
English |
| FIN479
|
Workers Compensation Self-Insurance Group (SIG) Movement of Books and Records Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) to request to move its books and records out of Texas
|
PDF |
English |
| FIN480
|
Workers Compensation Self-Insurance Group (SIG) Increase or Decrease in Membership Checklist
Checklist for a workers compensation Self-Insurance Group (SIG) if there is an increase or decrease in membership
|
PDF |
English |
| FIN482
|
Notification that an Insurer or HMO will be acting as an Administrator
Form notifying TDI than an Insurer or HMO will be acting as an Administrator (TPA)
|
PDF |
English |
| FIN483
|
Transactions Cash Receipts Transmittal Form
|
PDF |
English |
| FIN484
|
Administrator Biographical Affidavit
TPA form to be completed by each principal (i.e. officer, director, partner, sole proprietor, or owner)
|
PDF |
English |
| FIN485
|
Service of Process Form for Administrators
TPA form required from all foreign or alien applicants, appointing the commissioner of insurance as attorney for service of process.
|
PDF |
English |
| FIN486
|
Annual Report Form for Administrators
TPA Form with required documents to be submitted annually by all Third-Party Administrators holding a certificate of authority under TIC Chapter 4151; due no later than June 30th, with $200 Annual Report filing fee.
|
PDF |
English |
| FIN487
|
Annual Report for Insurers and HMOs Subject to 28 TAC 7.1605
TPA Form with required documents to be submitted annually by all Insurers and HMOs, subject to 28 TAC 7.1605; due no later than June 30th, with $200 Annual Report filing fee.
|
PDF |
English |
| FIN488
|
Annual Report Exhibits A-E
Form to be submitted with annual report, summarizes business administered in Texas during preceding year
|
EXCEL |
English |
| FIN489
|
Application for Certificate of Authority
Form and instructions for entities wishing to obtain a certificate of authority to do business as an Administrator (TPA) in Texas, under TIC Chapter 4151
|
PDF |
English |
| FIN490
|
Certification of Financial Statement Form for Administrators
Form to be executed by authorized officer, attesting that the unaudited financial statement is a full and true statement of assets, etc.
|
PDF |
English |
| FIN491
|
Health Care Collaborative (HCC) Acquisition Form
Department notification of an acquisition of a Health Care Collaborative
|
PDF |
English |
| FIN492
|
Application for Certificate of Authority to do the business of a Health Care Collaborative in the state of Texas
Health Care Collaborative application for initial or renewal of certificate of authority
|
PDF |
English |
| FIN493
|
Health Care Collaboratives Officers and Directors Page
Health Care Collaborative Officer and Director Information
|
PDF |
English |
| FIN494
|
Health Care Collaborative Payor Information Form
Form used to provide HCC market power information
|
PDF |
English |
| FIN495
|
Request to Convert to Renewal of Certificate of Authority (to do the business of a Health Care Collaborative)
Used to request that the Department convert an examination to an early renewal application
|
PDF |
English |
| FIN496
|
Transmittal Checklist for Health Care Collaborative (HCC) Filings
Health Care Collaborative Filing Transmittal Checklist
|
PDF |
English |
| FIN497
|
Surrender of Third Party Administrator Certificate of Authority
Notice of surrendering the COA or Authority for a Third Party Administrator
|
PDF |
English |
| FIN498
|
Third-Party Administrators Notice of Change of Address and/or Contact form
TPA to complete this form notifying the department of a change of address or other contact information
|
PDF |
English |
| FIN499
|
Checklist for Administrator (TPA) Name Change
Checklist to be submitted by a Third-Party Administrator to effect a name change.
|
PDF |
English |
| FIN501
|
Appointment Cancel for Cause
Use this form to submit notification of appointment cancellation for cause. All other appointment transactions must be completed electronically using National Insurance Producer Registry or Sircon.
|
PDF |
English |
| FIN502
|
Notice of Change of Control
Third-Party Administrator's authorized officer to complete this form for a change of control
|
PDF |
English |
| FIN505
|
Licensing Corporate Insurance Agents Bond (aka Insurance Agency Bond)
Method of showing proof of financial responsibility to obtain corporate license
|
PDF |
English |
| FIN509
|
Public Insurance Adjuster Bond - Licensing
Certifies that the persons listed on the form are bound to the Texas Department of Insurance in the sum of $10,000 as specified at 28 Texas Administrative Code Section 19.705.
|
PDF |
English |
| FIN510
|
Licensing Application for Reinsurance Intermediary License
For individuals and entities to apply for a Reinsurance Intermediary License under the provisions of TIC, Chapter 4152.
|
PDF |
English |
| FIN511
|
Licensing Reinsurance Intermediary Biographical Affidavit
To register individuals to be associated to a Reinsurance Intermediary License.
|
PDF |
English |
| FIN512
|
Licensing Reinsurance Intermediary Agent For Service of Process
Nonresident Reinsurance Intermediary License applicant or licensee must use this form to appoint a Texas resident on whom a notice or order or process may be served.
|
PDF |
English |
| FIN513
|
Licensing Reinsurance Intermediary Bond
Method of showing proof of financial responsibility for a Reinsurance intermediary License.
|
PDF |
English |
| FIN514
|
Specialty Insurance License Application
Specialty Insurance License Application (Li004, LHL207)
|
PDF |
English |
| FIN517
|
CE Exemption or Extension
Application for licensee CE Exemption or Extension. Revised 07/2020
|
PDF |
English |
| FIN520
|
CE provider information update
|
PDF |
English |
| FIN521
|
Provider Audit Affidavit
Used only by continuing education providers. Revised 01/2019
|
PDF |
English |
| FIN522
|
Licensee Request for Qualifying Credit
TEXAS Qualifying Continuing Education Credit (fka LHL615). Revised 07/2020
|
PDF |
English |
| FIN523
|
Request for Association Credit Accepted by TDI
Request for Association Credit (fka LHL617). Revised 01/2019
|
PDF |
English |
| FIN524
|
Discount Health Care Program Operator Marketers Form
Use this form to provide a list of the marketers authorized to sell or distribute the program operator's program under the program operator's name, and a list of the marketing entities authorized to private label the program operator's programs.
|
EXCEL |
English |
| FIN525
|
Discount Health Care Program Operator Surety Bond Form
Use this form of an original surety bond in the principal amount of $50,000 to show Financial Responsibility. Rev. 01/2019
|
PDF |
English |
| FIN526
|
Discount Health Care Program Operator Biographical Certificate Form
Discount Health Care Program Operator Biographical Certificates. Follow the instructions within the form for completion. Rev 01/2019
|
PDF |
English |
| FIN527
|
Discount Health Care Program Operator Registration Form
Form for Registration as a Discount Health Care Program Operator. Rev. 01/2019
|
PDF |
English |
| FIN528
|
Entity Name Change/ Assumed Name (DBA) Request
Use this form to update an official entity name change or register an assumed name (DBA) with TDI.
|
PDF |
English |
| FIN529
|
Life Agent License Use Affidavit
Request CE waiver for life insurance not exceeding $25,000 agent licenses.
|
PDF |
English |
| FIN530
|
Voluntary Surrender of Texas Insurance License
|
PDF |
English |
| FIN531
|
Biographical Form and Certification of License Qualification Following a Change of Control
Use this form to report changes to control of a licensed insurance agency; or to report new individuals to be associated with or disassociated from a currently licensed insurance agency.
|
PDF |
English |
| FIN533
|
Agent / Adjuster name or address change request form
|
PDF |
English |
| FIN535
|
Public Insurance Adjuster Contract
This contract form is prescribed by the Texas Department of Insurance to satisfy contract requirements for Public Insurance Adjusters effective January 01, 2014.
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PDF |
English |
| FIN540
|
Agency address change request form
|
PDF |
English |
| FIN548
|
Captive Management Company Biographical Certificate Form
Form used for Captive Management Company's Biographical Certificate information. Follow the instructions within the form.
|
PDF |
English |
| FIN549
|
Captive Management Company Registration Form
Form used for Captive Management Company Registration information. Follow the instructions within the form.
|
PDF |
English |
| FIN584
|
Form D Application - Prior Notice of Transaction
|
PDF |
English |
| FIN585
|
Service Agreement Checklist
Management, Service, Cost Sharing, Tax Allocation, Rental, Lease Agreement Checklist
|
PDF |
English |
| FIN586
|
MGA Contract Review Checklist
Managing General Agency Contract Review Checklist
|
PDF |
English |
| FIN587
|
TPA Contract Review Checklist
Third Party Administrator Contract Review Checklist
|
PDF |
English |
| FIN588
|
Custodial Agreement Review Checklist
|
PDF |
English |
| FIN590
|
Financial Analysis Fee Transmittal Form
For MEWAs and CCRCs
|
PDF |
English |
| FIN594
|
Application for Residency Change to Texas
Form for individuals changing state of residency to TX. Agencies must apply for a resident license via Sircon or the National Insurance Producer Registry.
|
PDF |
English |
| FIN599
|
Cybersecurity Checklist
|
PDF |
English |
| FIN609
|
Annual Verification of Fidelity Bond Coverage (HMO Employee)
|
PDF |
English |
| FIN610
|
Officers and Employees of Management Contractor: Verification of Fidelity Bond Coverage
|
PDF |
English |
| FIN611
|
RFQ Application – Claims Services
|
PDF |
English |
| FIN612
|
RFQ Application – Information Technology Services
|
PDF |
English |
| FIN613
|
RFQ Application – Legal Services
|
PDF |
English |
| FIN614
|
RFQ Application – Reinsurance Services
|
PDF |
English |
| FIN615
|
RFQ Application – Special Deputy Receiver
|
PDF |
English |
| FIN616
|
RFQ Application – Accounting Services
|
PDF |
English |
| FIN700
|
Appointment certification
|
PDF |
English |
| FIN705
|
Public Insurance Adjuster (PIA) Checklist
|
PDF |
English |
| FIN706
|
Multiple Employer Welfare Arrangement (MEWA)
For MEWAs electing to comply with Insurance Code Section 846.0035.
|
PDF |
English |
| FIN-NA
|
CE Example Course Evaluation
Sample Only
|
PDF |
English |
| FINT01
|
Escrow Officer Name/Address Change Request
|
PDF |
English |
| FINT03
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Title insurance agent or direct operation renewal application
Renew online at Sircon and follow the TDI tutorials before starting the renewal process.
|
PDF |
English |
| FINT05
|
CE Exemption/Extension Request
|
PDF |
English |
| FINT08
|
Title Insurance Licensing Biographical Information
|
PDF |
English |
| FINT09
|
Escrow Officer Appointment
To be completed by authorized appointing official.
|
PDF |
English |
| FINT10
|
Title Insurance Agent or Direct Operation Appointment
To be completed by authorized appointing official.
|
PDF |
English |
| FINT22
|
Title licensee: continuing education credit request
|
PDF |
English |
| FINT120
|
Abstract Plant Information
Title Agency Abstract Plant Information
|
PDF |
English |
| FINT122
|
Title Insurance Agent/Direct Operation Bond
|
PDF |
English |
| FINT123
|
Escrow Officers Schedule Bond
|
PDF |
English |
| FINT129
|
Title Insurance Agent or Direct Operation Change Request
Used for Title Agency information updates
|
PDF |
English |
| FINT132
|
Application for Texas Escrow Officer's License
For fastest processing, apply online at Sircon and refer to important information on the TDI Escrow Officer web page.
|
PDF |
English |
| FINT143
|
Application for Title Insurance Agent or Direct Operation License
Apply online at www.Sircon.com and follow tutorials provided on TDI website for fastest processing.
|
PDF |
English |
| FR028
|
Suspected Insurance Fraud Report (SIU) Form
|
PDF |
English |
| FR029
|
Suspected Insurance Fraud Reporting form for Consumers
|
PDF |
English |
| FR029
|
Suspected Insurance Fraud Reporting form for Consumers (Spanish)
|
PDF |
Spanish |
| HMO001
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Individual Plans
|
PDF |
English |
| HMO002
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Large Employer and Conversion Plans
|
PDF |
English |
| HMO003
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Small Employer and Conversion Plans
|
PDF |
English |
| HMO004
|
Evidence of Coverage (EOC) Checklist - Individual Plans
|
PDF |
English |
| HMO005
|
Evidence of Coverage (EOC) Checklist - Large Employer and Conversion Plans
|
PDF |
English |
| HMO006
|
Evidence of Coverage (EOC) Checklist - Small Employer and Conversion Plans
|
PDF |
English |
| HMO007
|
Evidence of Coverage (EOC) Checklist - Single Health Care Service Plan - Dental Care
|
PDF |
English |
| HMO008
|
Evidence of Coverage (EOC) Checklist - Single Health Care Service Plan - Vision Care
|
PDF |
English |
| LAC001
|
Group Annuities Checklist
|
PDF |
English |
| LAC002
|
Individual Deferred Annuities Checklist
|
PDF |
English |
| LAC003
|
Single Premium Immediate Annuities Checklist
|
PDF |
English |
| LAC004
|
Variable Annuities Checklist
|
PDF |
English |
| LAC005
|
Group Life Insurance Checklist
|
PDF |
English |
| LAC006
|
Individual Term and Whole Life Checklist
|
PDF |
English |
| LAC007
|
Universal Life Insurance Checklist
|
PDF |
English |
| LAC008
|
Variable Life Insurance Checklist
|
PDF |
English |
| LAC009
|
Corporate Owned Life Insurance Checklist
|
PDF |
English |
| LAC010
|
Fraternal Filings Checklist
|
PDF |
English |
| LAC012
|
Private Placement Filings Checklist
|
PDF |
English |
| LAC013
|
Annuity and Life Applications Checklist
|
PDF |
English |
| LAC014
|
Life and Annuity Riders, Endorsements, and Amendments Checklist
|
PDF |
English |
| LAC015
|
Accelerated Death Benefits Checklist
|
PDF |
English |
| LAC016
|
Additional Insured's Checklist
|
PDF |
English |
| LAC017
|
Guaranteed Living Benefits Checklist
|
PDF |
English |
| LAC018
|
Index-Linked Crediting Features Checklist
|
PDF |
English |
| LAC019
|
Life Exclusions Checklist
|
PDF |
English |
| LAC020
|
Life Illustration Certification and Notification Checklist
|
PDF |
English |
| LAC021
|
Market Value Adjustments Checklist
|
PDF |
English |
| LAC022
|
Prepaid Funeral Filings Checklist
|
PDF |
English |
| LAC023
|
Return of Premium Checklist
|
PDF |
English |
| LAC024
|
Waiver of Premium Checklist
|
PDF |
English |
| LAC025
|
Individual and Group Credit Life and Credit Accident and Health Insurance Checklist
|
PDF |
English |
| LAC026
|
Life Settlement Forms Checklist
|
PDF |
English |
| LAC028
|
Replacement of Life Insurance or Annuities
|
PDF |
English |
| LAC029
|
Notice Regarding Replacement - Replacing Your Life Insurance Policy or Annuity
|
PDF |
English |
| LAH301
|
Noninsurance Benefits Checklist
|
PDF |
English |
| LAH302
|
Total and Partial Assumptions, Mergers, Name Changes, Redomestication, and Demutualization Form Filings Checklist
|
PDF |
English |
| LAH303
|
Advertising Product Review Checklist
|
PDF |
English |
| LAH310
|
Life and Health Transmittal Form
|
PDF |
English |
| LAH311
|
Life, Health and HMO Miscellaneous Documents Transmittal Checklist
|
PDF |
English |
| LAH312
|
HMO Transmittal Form
|
PDF |
English |
| LAH313
|
Advertising Transmittal Checklist and Certification Form
|
PDF |
English |
| LAH314
|
Advertising Annual Certification of Compliance
|
PDF |
English |
| LAH321
|
Credit Insurance Deviation Request Form
|
PDF |
English |
| LAH322
|
Actuarial Certification of Compliance for Indexed-Linked Annuities with an Additional Basis Point Reduction
|
PDF |
English |
| LAH323
|
Life Settlement Provider Data Report
|
PDF |
English |
| LAH345
|
Mandated Benefits and Mandated Offers Reporting Form
|
PDF |
English |
| LAHR324
|
Notice and Consent for HIV-Related Testing
|
PDF |
English |
| LAHR330
|
Small Employer Carrier Status Certification
|
PDF |
English |
| LAHR334
|
Form Number 1212 Cert Actuarial Annual Small Employer Health Benefit Plan Actuarial Certification - Figure 47
|
PDF |
English |
| LAHR335
|
Form Number 1212 CERT DATA Annual Small Employer Health Benefit Plan Report
|
PDF |
English |
| LAHR337
|
Large Employer Carrier Status Certification
|
PDF |
English |
| LAHR339
|
CCP Figure 1 - Required Disclosure Statement For All Consumer Choice Health Benefit Plans
|
PDF |
English |
| LAHR339 - Example 1
|
Employer example of LAHR339 (Form CCP1)
|
WORD |
English |
| LAHR339 - Example 2
|
Healthcare.gov example of LAHR339 (Form CCP1)
|
WORD |
English |
| LAHR344
|
HMO Reconciliation of Benefits to Schedule of Charges
|
PDF |
English |
| LHL005
|
URA Application Form
Application to apply for URA Certification, renew a URA Certification or update a URA Certification.
|
PDF |
English |
| LHL006
|
IRO Application
Application to apply for IRO Certification, renew an IRO Certification or update an IRO Certification
|
PDF |
English |
| LHL007
|
Supplemental Certification for IRO Renewal
Attach this form to the renewal application. You can attach it in the online renewal form or with the IRO Application, Form LHL006.
|
PDF |
English |
| LHL009
|
Request for Review by an IRO
Form used by Patients/Injured Employees or persons acting on their behalf or health care providers to request a review by an Independent Review Organization (IRO) for disputes of medical necessity
|
PDF |
English |
| LHL009 Spanish
|
Solicitud para una revisión por parte de una Organización de Revisión Independiente
[En Español] - Solicitud para pedir una revisión por parte de una Organización de Revisión Independiente (Independent Review Organization- IRO por su nombre y siglas en inglés) para las disputas médicas necesarias de pacientes, empleados lesionados, representantes del paciente o proveedores de atención médica.
|
PDF |
Spanish |
| LHL011
|
Notice of Rescission of Preauthorization Exemption and Right to Request an Independent Review
|
PDF |
English |
| LHL050
|
Benefit Chart of Medicare Supplement Plans Sold for Effective Dates on or After June 1, 2010
This form must be used beginning July 1, 2019.
|
PDF |
English |
| LHL138
|
Patient Health Plan Coverage
|
PDF |
English |
| LHL139
|
Enrollee's Other Health Plan Coverage
|
PDF |
English |
| LHL234
|
Application Package
|
PDF |
English |
| LHL234a
|
Other Professional Degrees
Attachment A
|
PDF |
English |
| LHL234b
|
Other Post-Graduate Education
Attachment B
|
PDF |
English |
| LHL234c
|
Other Work History
Attachment C
|
PDF |
English |
| LHL234d
|
Other Current Hospital Affiliations
Attachment D
|
PDF |
English |
| LHL234e
|
Other Previous Hospital Affiliations
Attachment E
|
PDF |
English |
| LHL234f
|
Other Practice Locations
Attachment F
|
PDF |
English |
| LHL234g
|
Malpractice Claims History
Attachment G
|
PDF |
English |
| LHL560
|
Long-Term Care Insurance Personal Worksheet
|
PDF |
English |
| LHL561
|
Long-Term Care Insurance Potential Rate Increase Disclosure Form
|
PDF |
English |
| LHL562
|
Long-Term Care Insurance Replacement and Lapse Reporting Form
|
PDF |
English |
| LHL563
|
Long-Term Care Insurance Recission Reporting Form
|
PDF |
English |
| LHL564
|
Long-Term Care Insurance Claim Denials Reporting Form
|
PDF |
English |
| LHL565
|
Long-Term Care Insurance Policies Sold Reporting Form
|
PDF |
English |
| LHL566
|
Long-Term Care Insurance Suitability Reporting Form
|
PDF |
English |
| LHL567
|
Things To Know Before You Buy Long-Term Care Insurance
|
PDF |
English |
| LHL568
|
Long-Term Care Insurance Suitability Letter
|
PDF |
English |
| LHL569
|
Partnership Status Disclosure Notice for Long-Term Care Partnership Policies/Certificates
|
PDF |
English |
| LHL570
|
Long-Term Care Partnership Program Insurer Certification Form
|
PDF |
English |
| LHL572
|
Long-Term Care Partnership Agent Training Certification Form Annual Report
|
PDF |
English |
| LHL573
|
Insurer Certification of Association Compliance with Marketing Standards for Long-Term Care Partnership and Non-Partnership Policies and Certificates
|
PDF |
English |
| LHL610
|
Consumer Choice Health Benefit Plans Data Certification
|
PDF |
English |
| LHL658
|
Application for Approval Exclusive Provider Benefit Plan (EPO) and Preferred Provider Benefit Plan (PPO)
|
PDF |
English |
| LHL705
|
Workers’ Compensation Health Care Network Application
|
PDF |
English |
| LHL707
|
HMO Network Access Plan Requirements
|
PDF |
English |
| LHL708
|
Workers' Compensation Network Access Plan Checklist
WC Network Access Plan Checklist
|
PDF |
English |
| LHL709
|
Certification of Independence and Qualifications of the Reviewer
|
PDF |
English |
| LHL710
|
Holder of Bonds or Notes Over $100,000
|
PDF |
English |
| LHL711
|
Addendum to Biographical Affidavit
|
PDF |
English |
| LHL712
|
IRO Notice of Decision Template - HC
|
WORD |
English |
| LHL713
|
IRO Notice of Decision Template - WC
|
WORD |
English |
| LHL714
|
IRO Notice of Decision Template - Rescission
|
WORD |
English |
| LHL715
|
Provider Network Contracting Entity Registration and Exemption of Affiliates Form
PNCE Registration and Exemption Form
|
PDF |
English |
| LHL716
|
Health Maintenance Organization Annual Network Adequacy Report and Access Plan Checklist
|
PDF |
English |
| LHL717
|
Utilization Review Agent's (URA) Designated Contact for IRO Requests
|
PDF |
English |
| LHL718
|
Health Maintenance Organization (HMO) Physician / Provider Contract Requirements
Used as guide to indicate the mandatory provisions and benefits required in a Provider Contract
|
PDF |
English |
| LHL719
|
HMO Delegation Agreement Checklist
|
PDF |
English |
| LHL720
|
Workers' Compensation Health Care Network Provider Contract Checklist
|
PDF |
English |
| LHL721
|
Workers’ Compensation Network Contract with Insurance Carrier Contract Requirements Checklist
|
PDF |
English |
| LHL722
|
Workers' Compensation Health Care Network Management Contract Checklist
|
PDF |
English |
| MentorApp
|
Historically Underutilized Business
|
WORD |
English |
| New Employee Notice Vietnamese
|
New Employee Notice
covered and non-covered employers shall notify their employees of coverage status, in writing
|
PDF |
Vietnamese |
| New Employee Notice English
|
New Employee Notice
covered and non-covered employers shall notify their employees of coverage status, in writing
|
PDF |
English |
| New Employee Notice Spanish
|
New Employee Notice
Covered and non-covered employers shall notify their employees of coverage status in writing.
|
PDF |
Spanish |
| NOFR001
|
Prior Authorization of Health Care Services
|
PDF |
English |
| NOFR002
|
Texas Standard Prior Authorization Request Form for Prescription Drug Benefits
|
PDF |
English |
| Notice 5 English
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
English |
| Notice 5 Spanish
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Spanish |
| Notice 5 Vietnamese
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Vietnamese |
| Notice 6 English
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
English |
| Notice 6 Spanish
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Spanish |
| Notice 6 Vietnamese
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Vietnamese |
| Notice 7 English
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
English |
| Notice 7 Spanish
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Spanish |
| Notice 7 Vietnamese
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Vietnamese |
| Notice 8 English
|
Required Workers’ Compensation Coverage
(building or construction projects for governmental entities)
|
PDF |
English |
| Notice 8 Spanish
|
Required Workers’ Compensation Coverage
(building or construction projects for governmental entities)
|
PDF |
Spanish |
| Notice 9 English
|
Notice Regarding Certain Work-Related Communicable Diseases and Eligibility for Workers' Compensation Benefits
(law enforcement officers, fire fighters, emergency medical service employees, paramedics, and correctional officers)
|
PDF |
English |
| Notice 9 Spanish
|
Notice Regarding Certain Work-Related Communicable Diseases and Eligibility for Workers' Compensation Benefits
(law enforcement officers, fire fighters, emergency medical service employees, paramedics, and correctional officers)
|
PDF |
Spanish |
| Notice 10 English
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
English |
| Notice 10 Spanish
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Spanish |
| Notice 10 Vietnamese
|
Notice to Employees Concerning Workers' Compensation in Texas
must be posted for employees to read
|
PDF |
Vietnamese |
| PC068
|
Impact-Resistant Roofing Installation Form
Roofing Installation Information and Certification for Reduction in Residential Insurance Premiums.
|
PDF |
English |
| PC321
|
Amusement Ride Certificate of Inspection / Reinspection
(Form AR-100)
|
PDF |
English |
| PC322
|
Texas Amusement Ride Safety Inspection and Insurance Act Daily Inspection Record
(Form AR-300)
|
PDF |
English |
| PC323
|
Amusement Ride Schedule of Operations in Texas
(Form AR-102)
|
PDF |
English |
| PC324
|
Quarterly Injury Report Amusement Ride Safety Inspection and Insurance Act
(Form AR-800)
|
PDF |
English |
| PC325
|
Quarterly Governmental Action Report Amusement Ride Safety Inspection and Insurance Act
(Form AR-801)
|
PDF |
English |
| PC326
|
Certificate of Mold Damage Remediation
Inspectors have to be licensed by the Texas Department of License and Regulation in order complete this form.
|
PDF |
English |
| PC327
|
Certificate of Appliance-Related Water Damage Remediation
|
PDF |
English |
| PC328 (CD-1)
|
Use of Credit Information Disclosure
|
PDF |
English |
| PC328 (CD-1)
|
Divulgación del Uso de la Información de Crédito
|
PDF |
Spanish |
| PC340
|
Certification of Sections 2251.251 - 2251.252
Exemption Compliance (EC-1)
|
PDF |
English |
| PC350 (WPI-1)
|
Application for Windstorm Inspection Certificate of Compliance
|
PDF |
English |
| PC357
|
VIP Application for Residential Property Inspector License/Certificate
|
PDF |
English |
| PC358
|
P&C Filing Transmittal Form
|
PDF |
English |
| PC360
|
Company Certification
Mortgage Guaranty Rate Filings
|
PDF |
English |
| PC361
|
Credit Scoring Model Filing Form
|
PDF |
English |
| PC365
|
Exhibit C
Statewide Average Rate Level Information
|
PDF |
English |
| PC366
|
Exhibit D
Historical Experience
|
PDF |
English |
| PC367
|
Exhibit E
Expense Information - Including Disallowed Expense Adjustment
|
PDF |
English |
| PC368
|
Exhibit F
Expense Information - For Workers' Compensation and Mortgage Guaranty
|
PDF |
English |
| PC369
|
Exhibit G
Loss Costs Reference Information
|
PDF |
English |
| PC370
|
Exhibit H
Multi-Peril Rate Reference Information
|
PDF |
English |
| PC371
|
Exhibit L
Profit Provision Information
|
PDF |
English |
| PC372
|
Certificate of Insurability (VIP1)
|
PDF |
English |
| PC373
|
Residential Property Condition Evaluation Report (VIP2)
|
PDF |
English |
| PC374
|
Territory Exhibit
Display of Counties Affected by 15% Territory Rule
|
PDF |
English |
| PC375
|
CS Exhibit
Support for use of Credit Scoring
|
PDF |
English |
| PC376
|
Exhibit WC
Workers' Compensation
|
PDF |
English |
| PC377
|
Territory Exhibit
Support for Territorial Deviations
|
PDF |
English |
| PC381
|
Public Information Notice for Amusement Rides
|
PDF |
English |
| PC382 (WPI-2-BC-6)
|
Inspection Verification
For projects that began construction between January 1, 2017, and August 31, 2020
|
PDF |
English |
| PC390
|
Loss Control Representative Qualification Review
|
PDF |
English |
| PC391
|
Field Safety Representative with a Specialty in Hospitals Qualification Review
|
PDF |
English |
| PC400
|
Contact Information Update Request
To be completed by Appointed Qualified Inspectors only
|
PDF |
English |
| PC404
|
Compliance Questionnaire - Use of Credit Information
|
WORD |
English |
| PC404
|
Compliance Questionnaire - Use of Credit Information
|
PDF |
English |
| PC405
|
CM Exhibit
Additional Information for Certain County Mutuals
|
PDF |
English |
| PC406
|
Appraisal Umpire Roster Application
|
PDF |
English |
| PC407
|
Mediator Roster Application
|
PDF |
English |
| PC410
|
2018 TTIGA Guaranty Assessment Recoupment Charge Remittance Form
(Effective January 1 - December 31, 2018)
|
PDF |
English |
| PC411
|
Title Agent's Unencumbered Assets Certification (Form T-S1)
|
PDF |
English |
| PC412
|
Tripartite Agreement (Form T-S2)
|
PDF |
English |
| PC413
|
Solvency Account Release Request (Form T-S3)
|
PDF |
English |
| PC414
|
Annual Report of Title Company's Officers Authorized to Provide Information on Agent Financial Matters (Form T-S4)
|
PDF |
English |
| PC415
|
Financial Matter Disclosure Report (Form T-S4-A)
|
PDF |
English |
| PC416
|
Title Agent Certification of Agent's Quarterly Tax Reports (Form T-S5)
|
PDF |
English |
| PC417
|
Texas Title Insurance Agent's Minimum Capitalization Bond
|
PDF |
English |
| PC418
|
Prescribed Auto ID Card Form (28 TAC §5.204)
|
PDF |
English |
| PC419
|
Certificate of Insurance Filing Transmittal Form
|
PDF |
English |
| PC420
|
Exhibit A
Rate Filing Checklist
|
PDF |
English |
| PC421
|
Exhibit B
SERFF Rate Data
|
PDF |
English |
| PC422
|
County Exhibit
Average Rate Change by County
|
PDF |
English |
| PC423
|
VIP Renewal for Residential Property Inspector License/Certificate
|
PDF |
English |
| PC424
|
Form usage table — short version (up to 90 forms)
Optional/Mandatory/Conditional Mandatory
|
PDF |
English |
| PC425 (AQI-1)
|
Application for Appointment as a Qualified Inspector
|
PDF |
English |
| PC426 (AQI-R)
|
Application Renewal for Appointment as a Qualified Inspector
|
PDF |
English |
| PC427
|
Form usage table — long version (up to 470 forms)
Optional/Mandatory/Conditional Mandatory
|
PDF |
English |
| PC428 (WPI-2-BC-5)
|
Inspection Verification
For ongoing improvements for construction that began between January 1, 2008, and December 31, 2016.
|
PDF |
English |
| PC434 (WPI-2E)
|
Application for Certificate of Compliance
For completed improvements.
|
PDF |
English |
| PC436 (WPI-2-BC-7)
|
Inspection Verification
For ongoing improvements for construction that began on or after September 1, 2020 (2018 building code).
|
PDF |
English |
| PC437
|
Third Party Evaluation Reports
Request to post on TDI website
|
PDF |
English |
| PC440
|
Exhibit 3PD — Third-Party Data Disclosure
|
PDF |
English |
| PC441
|
Exhibit 3PM — Third-Party Models Disclosure
|
PDF |
English |
| PLN01
|
Notice of Denial of Compensability/Liability and Refusal to Pay Benefits
Rev. 07/21
|
WORD |
English |
| PLN01S
|
Notice of Denial of Compensability/Liability and Refusal to Pay Benefits
Rev. 07/21
|
WORD |
Spanish |
| PLN02A
|
Notice of First Temporary Income Benefit Payment
Rev. 07/21
|
WORD |
English |
| PLN02AS
|
Notice of First Temporary Income Benefit Payment
Rev. 07/21
|
WORD |
Spanish |
| PLN02B
|
Notice of first payment of income benefits on an acquired claim
Rev. 07/23
|
WORD |
English |
| PLN02BS
|
Notice of first payment of income benefits on an acquired claim
Rev. 07/23
|
WORD |
Spanish |
| PLN03A
|
Notice of Maximum Medical Improvement and No Permanent Impairment
Rev. 07/21
|
WORD |
English |
| PLN03AS
|
Notice of Maximum Medical Improvement and No Permanent Impairment
Rev. 07/21
|
WORD |
Spanish |
| PLN03B
|
Notice of Maximum Medical Improvement and Permanent Impairment
Rev. 07/21
|
WORD |
English |
| PLN03BS
|
Notice of Maximum Medical Improvement and Permanent Impairment
Rev. 07/21
|
WORD |
Spanish |
| PLN03C
|
Notice of Maximum Medical Improvement and Estimated Permanent Impairment
Rev. 07/21
|
WORD |
English |
| PLN03CS
|
Notice of Maximum Medical Improvement and Estimated Permanent Impairment
Rev. 07/21
|
WORD |
Spanish |
| PLN04
|
Notice of Eligibility for Lifetime Income Benefits
Rev. 11/24
|
WORD |
English |
| PLN04S
|
Notice of Eligibility for Lifetime Income Benefits
Rev. 11/24
|
WORD |
Spanish |
| PLN05
|
Notice of First Death Benefit Payment
Rev. 07/21
|
WORD |
English |
| PLN05S
|
Notice of First Death Benefit Payment
Rev. 07/21
|
WORD |
Spanish |
| PLN06
|
Notice of Employer Full Salary Payment
Rev. 07/21
|
WORD |
English |
| PLN06S
|
Notice of Employer Full Salary Payment
Rev. 07/21
|
WORD |
Spanish |
| PLN07
|
Notice of Change of Indemnity Benefit Type
Rev. 11/24 (for use on or after 11/21/24)
|
WORD |
English |
| PLN07S
|
Notice of Change of Indemnity Benefit Type
Rev. 11/24 (for use on or after 11/21/24)
|
WORD |
Spanish |
| PLN08
|
Notice of Change in Amount of Indemnity Benefit Payment
Rev. 07/23
|
WORD |
English |
| PLN08S
|
Notice of Change in Amount of Indemnity Benefit Payment
Rev. 07/23
|
WORD |
Spanish |
| PLN09
|
Notice of Suspension of Indemnity Benefits
Rev. 07/21
|
WORD |
English |
| PLN09S
|
Notice of Suspension of Indemnity Benefits
Rev. 07/21
|
WORD |
Spanish |
| PLN10A
|
Notice of reinstatement of indemnity benefits
Rev. 07/23
|
WORD |
English |
| PLN10AS
|
Notice of reinstatement of indemnity benefits
Rev. 07/23
|
WORD |
Spanish |
| PLN10B
|
Notice of lump sum payment of income or death benefits
Rev. 07/23
|
WORD |
English |
| PLN10BS
|
Notice of lump sum payment of income or death benefits
Rev. 07/23
|
WORD |
Spanish |
| PLN11
|
Notice of Disputed Issues and Refusal to Pay Benefits
Rev. 07/23
|
WORD |
English |
| PLN11S
|
Notice of Disputed Issues and Refusal to Pay Benefits
Rev. 07/23
|
WORD |
Spanish |
| PLN12
|
Notice of Potential Entitlement to Workers’ Compensation Death Benefits
Rev. 12/23
|
WORD |
English |
| PLN12S
|
Notice of Potential Entitlement to Workers’ Compensation Death Benefits
Rev. 12/23
|
WORD |
Spanish |
| PLN14
|
Notice of Continuing Investigation
Rev. 07/23
|
WORD |
English |
| PLN14S
|
Notificación de Investigación en Curso
Rev. 07/23
|
WORD |
Spanish |
| SF001
|
State Fire Marshal’s Office Address Change Request Form
|
PDF |
English |
| SF025
|
Fire Extinguisher Certificate of Registration Application
New Companies and New Branch Offices
|
PDF |
English |
| SF026
|
Individual Application for All Types of Fire Extinguisher Licenses
|
PDF |
English |
| SF027
|
Fire Extinguisher Apprentice Permit Application
|
PDF |
English |
| SF028
|
Application to Revise or Transfer All Types of Fire Extinguisher Licenses
|
PDF |
English |
| SF031
|
Fire Alarm Certificate of Registration Application
New Companies and New Branch Offices
|
PDF |
English |
| SF032
|
Individual Application for All Types of Fire Alarm Licenses
|
PDF |
English |
| SF033
|
Application to Revise or Transfer All Types of Fire Alarm Licenses
|
PDF |
English |
| SF035
|
Fire Alarm Installation Certificate
|
PDF |
English |
| SF036
|
Individual Application for All Types of Fire Sprinkler Licenses
|
PDF |
English |
| SF037
|
Fire Sprinkler Certificate of Registration Application
New Companies
|
PDF |
English |
| SF038
|
Revision/Transfer Application for Individuals
|
PDF |
English |
| SF041
|
Contractor's Material and Test Certification for Aboveground Piping
|
PDF |
English |
| SF042
|
Contractor's Material and Test Certification for Underground Piping
|
PDF |
English |
| SF043
|
Application for a Fireworks License or Permit
Distributors, Jobbers, Manufacturers, Wildlife, Agricultural and Industrial Permit
|
PDF |
English |
| SF044
|
Application for Class B Fireworks Singular or Multiple Display Permit
|
PDF |
English |
| SF045
|
Individual Application for a Pyrotechnic, Special Effects, and Flame Effects Operator's License
|
PDF |
English |
| SF047
|
Application for Retail Fireworks Permit
|
PDF |
English |
| SF054
|
Branch Office Update Form
|
PDF |
English |
| SF084
|
Fire Alarm Certificate of Registration Renewal Application
|
PDF |
English |
| SF086
|
Renewal Application - Fire Extinguisher Certificate of Registration
Renewal of companies and branch offices
|
PDF |
English |
| SF087
|
Renewal Application - Hydrostatic Testing Certificate of Registration
|
PDF |
English |
| SF088
|
Renewal Application - Fire Sprinkler Certificate of Registration
|
PDF |
English |
| SF091
|
Renewal Application - Fireworks License
Distributors, Jobbers, Manufacturers
|
PDF |
English |
| SF094
|
Individual License Renewal Application for All Types of Fire Alarm Licenses
|
PDF |
English |
| SF099
|
Renewal Application - Fire Extinguisher License
Renewal of Individual Licenses
|
PDF |
English |
| SF100
|
Renewal Application - Fire Sprinkler Responsible Managing Employee
|
PDF |
English |
| SF104
|
Renewal Application - Fireworks Operator's License
|
PDF |
English |
| SF146
|
Texas Fire Department Identification (FDID) Number Request Application
|
PDF |
English |
| SF205
|
Fire Extinguisher System Installation Certification
|
PDF |
English |
| SF222
|
Retail Fireworks Indoor Site Information Form
|
PDF |
English |
| SF223
|
Fireworks Incident Report Form
A form to assist licensees and permitees in reporting an unauthorized fireworks explosion as required by 28TAC §34.819(d) and (c).
|
PDF |
English |
| SF227
|
Company Information Update Form
To update company address and authorized signatures
|
PDF |
English |
| SF228
|
Licensed Employee Termination Notice
|
PDF |
English |
| SF230
|
Fireworks Company Information Update Form
|
PDF |
English |
| SF246
|
Fire Alarm Training School Approval Application
Alarm Training Form
|
PDF |
English |
| SF247
|
Fire Alarm Instructor Approval Application
Alarm Instructor Form
|
PDF |
English |
| SF250
|
Certification by Manufacturer for Fire Standard Compliant Cigarette (FSCC)
|
PDF |
English |
| SF251
|
Application for Fire Standard Compliant Cigarette Marking Approval
Or Modification of Marking Approval
|
PDF |
English |
| SF254
|
Fire Alarm Training School Renewal Application
|
PDF |
English |
| SF255
|
Fire Alarm Instructor Renewal Application
|
PDF |
English |
| SF259
|
Fire Safety Inspection Request Form
|
PDF |
English |
| SF261
|
Criminal History Information Supplemental Form
|
PDF |
English |
| SF265
|
Application Fee Exemption Form - Armed Services
|
PDF |
English |
| SF266
|
Fire Suppression Rating Oversight Complaint Form
|
PDF |
English |
| SF272
|
Application to Revise All Types of Individual Fireworks Licenses
|
PDF |
English |
| SF300
|
Course Location and Schedule
|
PDF |
English |
| SF400
|
Extinguisher Fixed Support System
|
PDF |
English |
| SF500
|
Applicant's Employer Information
|
PDF |
English |
| SF525
|
Fire Sprinkler Non-Resident Responsible Managing Employee (RME-G) Application Questions
|
PDF |
English |
| SF550
|
Fire Sprinkler Non-Resident Responsible Managing Employee-Underground Fire Main (RME-U) Application Questions
|
PDF |
English |
| SF600
|
Fireworks Online Application Supplement
|
PDF |
English |
| SN002
|
Notice to HMO Enrollees: Have a complaint about your HMO?
|
PDF |
English |
| SN002s
|
¿Tiene una queja relacionada con su HMO?
|
PDF |
Spanish |
| SN003
|
Workers Comp Network Sample Contingency Plan
|
PDF |
English |
| SN004
|
Workers Comp Net Sample Employee Acknowledgment Form
|
PDF |
English |
| SN005
|
Workers Comp Net Employee Acknowledgment Form
|
PDF |
Spanish |
| SN006
|
Workers Comp Net Sample Employee Acknowledgment Form - Chinese
|
PDF |
Chinese |
| SN007
|
Workers Comp Net Sample Employee Acknowledgment Form
|
PDF |
Vietnamese |
| SN008
|
Workers Comp Network Sample QI Report
|
PDF |
English |
| SN009
|
Sample URA Adverse Determination Notice, Health
|
PDF |
English |
| SN010
|
Sample URA Adverse Determination Notice, Specialty Health
|
PDF |
English |
| SN011
|
Sample URA Adverse Determination Notice, Workers Comp Net
|
PDF |
English |
| SN012
|
Sample URA Adverse Determination Notice, Workers Comp Non-Network
|
PDF |
English |
| SN013
|
Contract List
|
PDF |
English |
| SN014
|
Delegated Entity Data Form
Sample format for use by HMOs and WC HCNs when submitting delegation agreements to the Texas Department of Insurance
|
PDF |
English |
| SN019
|
HMO Major Medical Access Plan Template
|
EXCEL |
English |
| SN020
|
HMO Attempt to Contract Template
|
EXCEL |
English |
| SN021
|
HMO Dental Access Plan Template
|
EXCEL |
English |
| SN022
|
HMO Provider List Template
|
EXCEL |
English |
| SN023
|
HMO Vision Access Plan Template
|
EXCEL |
English |
| SN024
|
HMO Vision Provider List Template
|
EXCEL |
English |
| Sample Notice
|
Notice of Underpayment of Income Benefits
Rev. 12/11
|
PDF |
English |
| Sample Notice
|
Aviso de Pago Insuficiente de los Beneficios de Ingresos
Rev. 12/11
|
PDF |
Spanish |