TDI's P&C Filings Made Easy, May 2007 edition. This is a guide to making P&C form, rate, and rule filings. from the Texas Department of Insurance

Filings Made Easy

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The May 2007 Edition of the Filings Made Easy Guide has been updated:

Updated to include recodified Articles per the 79th Legislative Session.

Most of the other changes made were editorial in nature.

The Property and Casualty Filings Made Easy Guide is an aid to making property and casualty filings in Texas. The entire guide may be obtained by viewing the on-line version, downloading the MS Word file, or completing the interactive PDF forms. NOTE: Please read the "Filling Out Forms" instructions carefully before completing the interactive PDF forms.

Filings Made Easy Guide - May 2007 Edition (HTML)
Download a complete copy of the Filings Made Easy Guide - pcfme.zip, (249KB) MS Word.
A complete listing of Downloadable Files with HELP Instructions is available.
Download the Interactive PDF Forms. Please read the "Filling Out Forms" instructions carefully before completing the forms.
1. P&C Filing Transmittal Form - (PDF) or (Word)
2. Texas Addendum - (PDF) or (Word) to NAIC Property & Casualty Transmittal
Rate Exhibits
1. Exhibit C - Statewide Average Rate Level Information - (PDF) or (Word)
2. Exhibit D - Historical Experience - (PDF) or (Word)
3. Exhibit E - Expense Information - Including Disallowed Expense Adjustment - (PDF) or (Word)
4. Exhibit F - Expense Information - Other Than Lines Regulated Under Chapter 2251 - (PDF) or (Word)
5. Exhibit G - Loss Costs Reference Information - (PDF) or (Word)
6. Exhibit H - Multi-Peril Rate Reference Information - (PDF) or (Word)
7. Exhibit L - Profit Provision Information - (PDF) or (Word)
8. Exhibit WC - Workers' Compensation - (PDF) or (Word)
9. Company Certification - Mortgage Guaranty Rate Filings - (PDF) or (Word)
Additional Sample Exhibits
1. Territory Exhibit - Display of Counties Affected by 15% Territory Rule - (PDF) or (Word)
2. Territory Exhibit - Support for Territorial Deviations - (PDF) or (Word)
3. CS Exhibit - Support for use of Credit Scoring - (PDF) or (Word)
Credit Scoring Model Filing Form - (PDF) or (Word)
Certification of Sections 2251.251 - 2251.252 - Exemption Compliance (EC-1) - (PDF) or (Word)
Certification of Sections 2251.201 - 2251.204 - Exemption Compliance (EC-2) - (PDF) or (Word)

Please read the following instructions carefully before completing ALL forms contained within this guide.

Filling Out Forms

Important! If you close the PDF version of this form, you will lose the information you typed on the screen. Be sure to print a copy before closing the form.

Interactive PDF Forms

The free Adobe Acrobat Reader (version 4.0 or higher) is needed to view and print the PDF application.
Interactive PDF forms can be saved to your computer and opened whenever needed. However, information you type into the form is NOT saved, if you fill it in using the free Acrobat Reader. If you close it and open it again, it will be a blank form.
Saving the completed form electronically is possible with the purchase of Adobe Acrobat Approval or Adobe Acrobat 6.0 software.
How to Fill Out the Form - The PDF version allows you to fill in your application on-screen, print it out and mail it. To begin entering data:
1. Select the hand-shaped tool in the Acrobat Reader toolbar.
2. Click on the first field in each form field. The "open hand" pointer will change to an "I-beam" as you move or tab to the next form field, allowing you to type text.
3. For a check box or radio button, tab to the proper one and hit the spacebar to accept it. You can also hit the "enter" key, but using the spacebar leads to fewer problems.
4. Hit the tab key to continue on moving from one form field or check box to the next. To go back to the previous form field, hold down the "SHIFT" key before tabbing.
5. You can also use the pointer for a check box or radio button. The pointer will change to a pointing hand or arrow as you move over a check box. Click the mouse when the hand is pointing at the check box.
6. If you hit the enter key in a form field instead of a check box, the cursor disappears. Click your mouse in the field, and the cursor returns. If you hit enter again after the cursor disappears, the screen will jump toward the bottom of the page. To recover, scroll back to the form field you need to enter, click the mouse to make the cursor return and continue to fill out the form.
7. IMPORTANT - Before closing the document or trying to save it, be sure to make a print out. See caution above about data not being saved. Printing PDFs can be slow.

List of files included in the Download file - pcfme.zip, (249 KB) MS Word.

01cover07.doc
02toc07.doc
03intr07.doc
04fttra07.doc
05form07.doc
06aRates07.doc
06bTort07.doc
06cCreditScoring07.doc
06dUnderGuide07.doc
06eReducedReq07.doc

For more information contact: CommercialPC@tdi.state.tx.us