State Participation - Indiana

APPLICATION AND CERTIFICATION STATE CONTACTS

Certificates
Nasya Burkeen
(317) 232-2383
nburkeen@idoi.in.gov

UCAA Corporate Amendments
Annette Gunter
(317) 232-2428
agunter@idoi.in.gov

All other line items
Connie Wright
(317) 232-1994
cowright1@idoi.in.gov

INSURANCE COMPANY PREMIUM TAX & ANNUAL RENEWAL FEES

Bulletin 264 mandates the electronic filing of premium taxes and annual renewal fees.

• Premium Tax Annual Filing – March 1
• Premium Tax Filing Quarter One – April 15
• Premium Tax Filing Quarter Two – June 15
• Premium Tax Filing Quarter Three – September 15
• Premium Tax Filing Quarter Four – December 15
• Retaliatory Fee Annual Filing – March 1

Premium Tax & Retaliatory Fee
Debra Graves
(317) 232-1993
dgraves@idoi.in.gov

 

CAPTIVE INSURER

Not for use by licensed Insurance Companies or registered risk retention groups in Indiana.

• State Deadline 4/15

Debra Graves
(317) 232-1993
dgraves@idoi.in.gov

SURPLUS LINES PREMIUM TAX

Bulletin 239 mandates electronic filing of Surplus Lines Tax filings and payments.
Surplus Lines Monthly affidavit filings are no longer required if no business is placed
Surplus Lines Annual tax filings will be required each year due on or before 2/1 for the
preceding calendar year even if no business was placed.

• Surplus Lines Filing Annual - February 1
• Surplus Lines Monthly Filing 1 – February 20
• Surplus Lines Monthly Filing 2 – March 20
• Surplus Lines Monthly Filing 3 – April 20
• Surplus Lines Monthly Filing 4 – May 20
• Surplus Lines Monthly Filing 5 – June 20
• Surplus Lines Monthly Filing 6 – July 20
• Surplus Lines Monthly Filing 7 – August 20
• Surplus Lines Monthly Filing 8 – September 20
• Surplus Lines Monthly Filing 9 – October 20
• Surplus Lines Monthly Filing 10 – November 20
• Surplus Lines Monthly Filing 11 – December 20
• Surplus Lines Monthly Filing 12 – January 20

 

State Contact Information
Britney Tate
(317) 233-9998
btate@idoi.in.gov

 

INDUSTRIAL INSUREDS

• State Deadlines- Semi-Annual Tax Payments due 8/1 and 2/1**

Semi-Annual Due Date in OPTins

Filing period 1 is 8/1

Filing period 2 is 2/1

State Contact Information
Britney Tate
(317) 233-9998
btate@idoi.in.gov

DEPARTMENT MINE SUBSIDENCE CONTACTS

Jeff Allbright
(317) 232-2402
jallbright1@idoi.in.gov