FORMS

An insurance form—or policy—specifies what a policy will and will not cover. By state law, the CSI is tasked with reviewing forms filed by licensed insurance companies in Montana.

Below you will find the documents used by insurance companies to submit company forms for review.

We offer the public several methods of accessing insurance company filings electronically.

Insurance company filings are available online at the SERFF Filing Access (“SFA”) website at no charge:

Online Public SERFF Filing Access

Filings can also be viewed at our office located at 840 Helena Ave., Helena, MT during normal business hours.​

If you do not locate the information that you are looking for, you may submit a public records request. Fill out the form located HERE. There may be a cost associated with production of a public record.

NETWORK ADEQUACY

In an effort to assist you in the filing of your forms, refer to the list below and the corresponding code sites to ensure that your filing complies in these areas. The filing must comply with all applicable federal and state insurance laws and rules in order to be approved.

A complete reference list coming soon.

Insurance companies are required to file all of the policy forms, as well as some types of rates and rating plans used in Montana.

  • Life & Health Filing Procedures

Fees are not required for rate and form submissions, except for Health Service Corporations.

PLEASE DO NOT INCLUDE FEES WITH ANY RATES AND FORMS SUBMISSIONS, unless you are a Health Service Corporations.

Health Service Corporations fees:

  • Filing of a membership contract—$25
  • Filing of a membership contact package—$100
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