- Annual Company Profile Questionnaire
- Basket Clause
- Biographical Affidavit -Even though Indiana utilizes the NAIC Biographical Affidavit, please do not include any personal identification numbers that are requested (SS#, Gov't ID# or Foreign Student ID#).
- Certificate of Advertising
- Corporate Governance Template
- Cybersecurity Annual Certification of Compliance (Available at later date)
- Grievance Procedures & Appeals Report
- Fidelity Bond Compliance
- Foreign Investments and Other Structured Securities - Life
- Foreign Investments and Mortgage & Asset Backed Securities - PC
- Form E
- Form F
- Health Care Exhibit Supplement Waiver Instructions and Form
- Indiana Fee and Retaliatory Fee Statement (see below)
- Premium Tax (see below)
NAIC OPTins
Your OPTins login ID was changed August 1, 2025, to use Okta, a secure Single Sign-On platform with Multi-Factor Authentication. Your previous OPTins login credentials no longer work. If you haven't logged into OPTins for over 90 days, your password may also be expired. To prevent delays with this year's filing, please log in using your Okta ID before December ends and follow our website instructions at https://content.naic.org/sites/default/files/help-mfa-forgot-password.pdf to reset your ID.
If you need additional help resetting your password or have any other login issues, then please contact us at optinshelp@naic.org.
Bulletin 206 has been issued mandating the electronic filing of annual renewal fees and premium taxes via the NAIC OPTins system. OPTins helps facilitate the processing of quarterly estimated tax, annual premium tax and annual renewal fee filings. Utilizing OPTins allows a company to schedule submission of filings prior to or on the due date. A company will need to allow at least 6-8 weeks for setting up an account in the OPTins system. To obtain detailed information and setting up an account visit NAIC OPTins