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Montana Commissioner of Securities and Insurance
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ANNUAL RENEWALS AND TAXES

RENEWAL FORMS & INSTRUCTIONS

  • Insurance Holding Companies Form B/C
  • Fraternal Insurers
  • HSC/HMO
  • Pharmacy Benefit Managers
  • Purchasing Groups
  • Surplus Lines Foreign Insurers
  • Viatical Settlement Provider Annual Report

PREMIUM TAX & RENEWAL FORMS

(required to be filed electronically through optins.org)

  • Administrator Renewal (TPA)
  • Frequently Asked Questions
  • Health Insurers and Foreign Insurers Filing Health Blank
  • Life Disability Insurers
  • Medical Care Discount Card
  • Motor Club Company
  • Property Casualty Insurers
  • Premium Finance Company
  • Risk Retention Groups–Foreign Instructions
  • Title Insurers
  • Montana Premium Tax Quarterly Estimated Payment Calculation Tool (please download and open the Excel file to use the tool)
  • Instructions for Estimating the Count of Insured Lives 

Surplus Lines Tax Filers Click Here

Captive Insurers Click Here

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THE OFFICE OF THE MONTANA STATE AUDITOR, COMMISSIONER OF SECURITIES AND INSURANCE
840 HELENA AVE. | HELENA, MT | 59601