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Continuing Care Retirement Communities

Provider Resources


Please review the links, documents, and resources below for up-to-date forms, filing instructions, guidance, and communications from the OIR regarding Continuing Care Retirement Communities (CCRCs).

Required Filings


Please submit all required filings via the OIR Regulatory Electronic Filing System (REFS).

Supplemental Filings


The OIR may require supplemental filings in addition to regularly required filings. Please submit all supplemental filings via the OIR Regulatory Electronic Filing System (REFS).

Applications


OIR provides resources to providers wishing to obtain a Certificate of Authority for a CCRC. Please submit applications via the OIR iApply system. To complete an application, all required information must be included in the filing.

Contract and Addendum Filings


Please submit contracts and addendums for approval pursuant to Section 651.055, Florida Statutes, via the Insurance Regulation Filing System.

Guidance, Checklists, and Communications


The OIR routinely issues guidance and communications to regulated entities. Listed below are recent guidance to CCRCs. A list of all Informational Memoranda can be found here.

  • Informational Memorandum OIR-20-03M
    Understanding recommended COVID-19 prevention and treatment measures may disrupt normal business operations, OIR issued Informational Memorandum OIR-20-03M directing all insurers and entities regulated by OIR to review and update their Business Continuity Plans and/or Continuity of Operation Plans immediately. The plans must provide a framework for the continuation of company operations, including key insurance functions such as policy issuance, premium collection, claims adjustment and payment and policyholder service. The continuity plans should also account for DOH and CDC guidance surrounding COVID-19, including executive orders issued at the state and national level.
  • Informational Memorandum OIR-20-04M
    Among other considerations, this Informational Memorandum provided guidance to regulated entities, including CCRCs, regarding electronic communications, teleworking, and utilizing electronic signatures. In addition, OIR granted a 30-day extension for any annual statements due to be filed with OIR by a regulated entity on or before May 1, 2020, including CCRCs.

OIR Reports


Below, please find the most recent CCRC industry reports and presentations prepared by the Office.

Public Information and Resources


The information and links below will guide you to laws related to CCRCS and the best way to request additional information.

Report a Violation


You may report an alleged violation of Chapter 651, Florida Statutes, by contacting the Department of Financial Services, Division of Consumer Services at 1-877-693-5236 (in-state only) or (850) 413-3089; or OIR at CCRCTeam@floir.com or (850) 413-3153.