Annual Renewals and Taxes

NOTE: The Office of the Commissioner of Securities and Insurance, Montana State Auditor has mandated the use of OPTins for ALL Insurance Companies* to file and pay premium taxes beginning with your 2019 Annual filings.

OPTins is the Online Premium Tax for Insurance application developed and supported by the National Association of Insurance Commissioners (NAIC). Easy-to-follow instructions are available at: http://www.optins.org. Once registered and set up, you will be able to log in, upload your filing forms and submit your payment online. No more paper checks – everything is electronic and tax forms along with the payment are received at the Montana Insurance Department immediately upon submission. Using OPTins even allows you to upload all supplemental documents as PDFs to ensure that all your annual filings are received timely.

*CAPTIVE AND SURPLUS LINES INSURERS: OPTins will be available for Premium Tax filings and payments beginning on February 1, 2020. OPTins will be optional for all Captive and Surplus Lines filings made in the year 2020, but for filings made in the following year (due on or after March 1, 2021) OPTins will also be mandatory for Captive and Surplus Lines Insurers. The current renewal information for these entities can be found here:

Surplus Lines Tax Filers Click Here

Captive Insurers Click Here

Note: House Bill 66, effective 2/28/2019, removed the requirement of MCA 33-20-704 that charitable organizations that issue qualified charitable gift annuities notify the Commissioner in writing prior to entering into agreements. The form for charitable organizations has therefore been removed from the CSI website.

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