ANNUAL RENEWALS AND TAXES
PREMIUM TAX AND RENEWAL FORMS
(required to be filed electronically through optins.org)
- Administrator Renewal (TPA)
- Frequently Asked Questions
- Foreign Risk Retention Groups
- Health Insurers and Foreign Insurers Filing Health Blank
- Life Disability Insurers
- Medical Care Discount Card
- Motor Club Company
- Note on Supplemental Forms
- Property Casualty Insurers
- Premium Finance Company
- Title Insurers
- Montana Premium Tax Quarterly Estimated Payment Calculation Tool (please download and open the Excel file to use the tool)
Note: The use of OPTins has been mandated for the following premium tax filings and annual renewals. OPTins is an application developed and supported by the NAIC. Instructions are available at optins.org.
Attention Premium Tax Filers: Please be aware that our office no longer sends a yearly overpayment confirmation letter to each premium tax filer. A letter will only be sent to you if we disagree with the amount of overpayment available to carry forward that you report on your return. If you do not receive a letter, please refer to your prior-year tax records to determine the amount of prior-year overpayment to claim on your return.