Annual Renewals and Taxes



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.

Surplus Lines Tax Filers Click Here

Captive Insurers Click Here

Charitable Organizations: 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.

If you have questions about any renewal forms or procedures listed on this page, please email CSIExams@mt.gov

Subscribe to our insurance email list
Email Updates
To sign up for updates or to access your subscriber preferences, please enter your contact information below.