- Adopted assessment, exam fee and maintenance tax rates
- Annual CMS certification requests (Email forms to Amy.Garcia@tdi.texas.gov.)
- Annual verification of fidelity bond coverage (Submit FIN483 and FIN610 to FAFilings@tdi.texas.gov)
- Appointment of new company actuary (Email CLRFilings@tdi.texas.gov.)
- Bonds and surety bonds
- Financial Analysis Quarterly and Annual filing requirements
- Fingerprint and Biographical Affidavit Requirements
- Form D filings (Submit to FinancialAnalysis@tdi.texas.gov)
- Joint Underwriting Association (Applications must comply with TIC Section 2202.052. Submit to CLRFilings@tdi.texas.gov )
- Loan or letter of credit (Inquiries for an insurer to take out a loan or letter of credit from an affiliate insurance company must be emailed to that company’s financial analyst or, if unknown, FinancialAnalysis@tdi.texas.gov.)
- Overhead assessment point of contact changes (TDI doesn’t track this information. TDI sends invoices to the email we have on file.)
- Own risk and solvency assessment (ORSA)
- If Texas is the lead state, submit through the financial portal Property & Casualty Insurers.
- If not, file through the NAIC.
- If Texas is the lead state, submit through the financial portal Property & Casualty Insurers.
- Previous company names (Click the Run Report button, and use the search bar.)
- Qualified health plans (QHPs)
- Risk models (Email PropertyCasualty@tdi.texas.gov)
- Update email addresses
- URA questions and filings (Email MCQA@tdi.texas.gov.)
- W-9 request (For taxpayer identification number and certification, email Accounting@tdi.texas.gov)
Frequently asked questions
For more information, contact: CompanyLicense@tdi.texas.gov
Last updated:
4/3/2026