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Office of Insurance Regulation

Life and Health Product Review

Rate Filing Requirements

Additional Periodic Rate Filings, Certifications or Reports

  • Annual Rate Certification Filings

Section 627.410(7), Florida Statute

Rule 69O.149.007,Florida Administrative Code

Universal Standardized Data Letter [Word | pdf]

Universal Standardized Data Letter Instructions [Word | pdf]

Actuarial Certification - see Rule 69O.149.007(5) Florida Administrative Code for format

Rule 69O.149.007(5), Florida Administrative Code

  • Small Employer Group Acturial Certification

Section 627.6699, Florida Statutes

Rule 69O.149.038(1) (b), Florida Administrative Code

Actuarial Certification - see Rule 69O.149.038(1)(b), FAC for language

  • Small Employer Group Underwriting Experience Report

Section 627.6699(6((b)5, Florida Statutes

Rule 69O.149.038(3), Florida Administrative Code

OIR-B2-1575 - Small Employer Group Underwriting experience Reporting Form [Word | pdf]

  • Annual Medicare Supplement Refund Calculation Report

Section 627.6745(5), Florida Statutes

Rule 69O.156.011(2), Florida Administrative Code

OIR-B2-MSR--Medicare Supplement Refund Calculation Form [Word | pdf]

OIR-B2-MSB-I -- Reporting Forms for the Calculation of Benchmark Loss Ratio since Inception (Individual)[Word | pdf]

OIR-B2-MSB-G-- Reporting Forms for the Calculation of Benchmark Loss Ratio since Inception (Group) [Word | pdf]

  • Self-Funded Health Benefit Plans for Local Governmental Units

Section 112.08, Florida Statutes

Rule 69O.149.051-053, Florida Administrative Code

OIR-B2-570 -- General Information for Self-funded Health Benefit Plans [Word | pdf]

OIR-B2-571 -- Specific Information on Self-funded Health Benefit Plans [Word | pdf]

OIR-B2-572 -- Annual Report of Self-funded Health Benefit Plans [Word | pdf]

OIR-B2-573 -- Operating Projects for Self-funded Health Benefit Plans [Word | pdf]

OIR-B2-574 -- Deficit Elimination Plan for Self-funded Health Benefit Plans [Word | pdf]

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  • Annual Credit Life/Disability Experience Report

Sections 627.676 - 627.6845, Florida Statute

Rule 690.163.012, Florida Administrative Code

OIR-B2-272 — Credit Life and Disability Insurance Experience Report (A) - Obsolete

OIR-B2-273 — Credit Insurance Experience Report Prima Facie Earned Premium (B1) - Obsolete

OIR-B2-274 — Credit Disability Insurance Experience Report, Prima Facie Earned Premium (B2) - Obsolete

OIR-B2-275 — Credit Life Insurance Experience, Reconciliation to State Page (C1) - Obsolete

OIR-B2-276 — Credit Disability Insurance Report, Reconciliation to State Page (C2) - Obsolete

  • Long-Term Care

Rule 690.157, Florida Administrative Code

OIR-B2-1552 (10/02) - Rescission Reporting (Appendix A) Due March 1 Annually [Word | pdf]

OIR-B2-1553 (10/02) - Claims Denial Report Form (Appendix E) Due June 30 Annually [Word | pdf]

OIR-B2-1554 (10/02) - Potential Rate Increase Disclosure Form (Appendix F) [Word | pdf]

OIR-B2-1555 (10/02) - Replacement and Lapse Reporting Form (Appendix J) due June 30 Annually [Word | pdf]

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