Training / Publications
Related Information
Bulletins by Category
Date | Subject | |
Act 110 | ||
01/23/2004 | Enforcement Action Prevention | |
Act 147 | ||
01/23/2004 | Enforcement Action Prevention | |
Amendments to Surplus Lines Law | ||
09/26/2024 | Electronic Filing System (EFS) Enhancement – Personal and Commercial Lines Service Fees | |
09/18/2024 | Reporting Personal and Commercial Lines Service Fees and Revised 1620 Monthly Report | |
07/30/2024 | Personal Lines Service Fees - Act 45 of 2024 | |
08/16/2002 | Formal Notification of Amendments to the Insurance Company Law of 1921 | |
07/31/2002 | Amendment to the Surplus Lines Law | |
Binder/Policy Number Update | ||
04/27/2005 | Revised PA Surplus Lines Filing Procedures & Manual | |
Cancellations | ||
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
12/12/2001 | Cancellations, Non-renewals and Premium Increases | |
Class List | ||
06/01/2006 | Updated Kinds & Class Lists & Export Lists 2006 | |
12/06/2004 | Providing the correct "Kind" and "Class" | |
Company Lookup Feature | ||
03/15/2005 | Tips on Obtaining and Verifying NAIC Numbers for the Diligent Search Process | |
12/30/2014 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
Compliance | ||
11/22/2024 | Revised 1609-PR Affidavit and Electronic Filing System (EFS) Enhancement | |
09/26/2024 | Electronic Filing System (EFS) Enhancement – Personal and Commercial Lines Service Fees | |
09/18/2024 | Reporting Personal and Commercial Lines Service Fees and Revised 1620 Monthly Report | |
07/30/2024 | Personal Lines Service Fees - Act 45 of 2024 | |
07/07/2023 | Insurance Data Security - Act 2 of 2023 (HB 739) | |
12/20/2022 | Second Notice - New Electronic Services for Corporate Specialty Tax - 12/20/2022 | |
11/03/2022 | New Electronic Services for Corporate Specialty Tax - 11/03/2022 | |
07/25/2022 | Producer Fees | |
04/13/2020 | 1620 Monthly Report Form for Electronic Signatures | |
12/17/2019 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
10/10/2019 | Who is Responsible for the Filing - Reminder | |
11/19/2018 | 1620 Monthly Report Form Revision and Electronic Filing System (EFS) Enhancement | |
12/30/2014 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
03/12/2013 | Reminder - Revised 1609-PR Form | |
09/11/2012 | Revised 1609-PR Form | |
05/21/2012 | Section 1615 (c) Compliance – Agency License Report | |
12/12/2011 | Changes resulting from the Non-admitted Reinsurance and Reform Act (NRRA) | |
06/30/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
04/18/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) - Pending Multi-state Changes - Revised | |
12/7/2010 | Surplus Lines Licensee’s Correcting 1609-PR Forms | |
11/30/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) - Pending Multi-state Changes | |
08/16/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
04/08/2010 | Who is Responsible for the Filing? | |
01/31/2008 | Electronic Filing Process to become Mandatory January 1, 2009 | |
08/10/2001 | Surplus Lines Filing Requirements | |
Courtesy Filings | ||
01/23/2004 | Enforcement Action Prevention | |
Customer ID | ||
12/07/2006 | Updated Stamping Fee Payment Procedure | |
04/27/2004 | Revised PA Surplus Lines Filing Procedures & Manual | |
Department of Revenue | ||
12/04/2024 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2024 | |
1/25/2024 | Reminder: Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2023 | |
1/3/2024 | Bulletin 1/3/2024: Reminder: Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2023 | |
12/28/2023 | Reminder: Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2023 | |
12/04/2023 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2023 | |
01/30/2023 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
01/24/2023 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
01/03/2023 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
12/28/2022 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
01/27/2022 | Reminder - Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
01/03/2022 | Reminder - Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
12/16/2021 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
12/06/2021 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
01/26/2021 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
01/04/2021 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
12/03/2020 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
01/22/2020 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
01/02/2020 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
12/04/2019 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
10/25/2019 | Independent Public School Surplus Lines Tax Exemption | |
01/29/2019 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
01/03/2019 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
12/17/2018 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
11/28/2018 | Taxing Risks Outside the United States | |
1/19/2018 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2017 | |
1/2/2018 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2017 | |
12/13/2017 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2017 | |
1/18/2017 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2016 - 1/18/2017 | |
12/12/2016 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2016 | |
1/13/2016 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2015 | |
1/16/2015 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2014 | |
12/23/2014 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2014 | |
1/16/2013 | Inquiries Relating to the Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2012 | |
1/15/2013 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2012 | |
12/11/2012 | Changes to the RCT-123 Gross Premium Tax Form for 2012 | |
01/12/2012 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2011 | |
10/03/2008 | Final Notice RCT-123 Tax Report for 2007 | |
03/24/2005 | Additional Information on the PA Department of Revenue's Surplus Lines Gross Premium Tax Exemption Policy | |
11/08/2004 | Change to Surplus Lines Gross Premium Tax Exemption Policy | |
Diligent Search Process and Declinations | ||
11/22/2024 | Revised 1609-PR Affidavit and Electronic Filing System (EFS) Enhancement | |
03/12/2013 | Reminder - Revised 1609-PR Form | |
09/11/2012 | Revised 1609-PR Form | |
07/12/2012 | Diligent Search Review Process Change | |
07/06/2009 | PA Declining Carriers being part of the same Insurance Group | |
08/18/2005 | Licensee Liable for Insurer's Losses | |
05/25/2005 | Approved methods for collection of the Producer Affidavit (1609-PR) | |
03/15/2005 | Tips on Obtaining and Verifying NAIC Numbers for the Diligent Search Process | |
01/23/2004 | Diligent Search Process of Admitted Insurers | |
08/10/2001 | Surplus Lines Filing Requirements | |
Electronic Filing | ||
11/22/2024 | Revised 1609-PR Affidavit and Electronic Filing System (EFS) Enhancement | |
04/13/2020 | 1620 Monthly Report Form for Electronic Signatures | |
11/19/2018 | 1620 Monthly Report Form Revision and Electronic Filing System (EFS) Enhancement | |
08/10/2017 | Electronic Filing System (EFS) Enhancement - Mid-Term Broker of Record (BOR) Filing Form | |
04/02/2012 | EFS Enhancements | |
02/16/2012 | EFS Enhancement – Type of Coverage/Type of Limit | |
06/20/2006 | EFS Update | |
Endorsement Submission Process | ||
04/27/2005 | Revised PA Surplus Lines Filing Procedures & Manual | |
09/29/2004 | Guidelines for Submitting Endorsements | |
Examination and Reconciliation Process | ||
11/25/2008 | Examination and Reconciliation Service | |
Export Filing and List | ||
07/27/2018 | Vacant Properties - Export List | |
06/29/2012 | 2012 Export List - Miscellaneous Errors & Omissions or Professional Liability Coverage | |
06/01/2006 | Updated Kinds & Class Lists & Export Lists 2006 | |
04/27/2005 | Revised PA Surplus Lines Filing Procedures & Manual | |
12/06/2004 | Providing the correct "Kind" and "Class" | |
Fax Submissions | ||
02/22/2006 | Update on PSLA Filing Procedures | |
Filing Copy of Policy | ||
04/27/2005 | Revised PA Surplus Lines Filing Procedures & Manual | |
Filing Procedures | ||
04/13/2020 | 1620 Monthly Report Form for Electronic Signatures | |
12/17/2019 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
11/19/2018 | 1620 Monthly Report Form Revision and Electronic Filing System (EFS) Enhancement | |
04/20/2016 | Urgent - EFS Login ID's | |
12/30/2014 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
07/23/2013 | Electronic Signature Process for the 1609-PR Form | |
12/11/2012 | Changes to the RCT-123 Gross Premium Tax Form for 2012 | |
12/12/2011 | Changes resulting from the Non-admitted Reinsurance and Reform Act (NRRA) | |
06/30/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
12/15/2010 | PA Insurance Dept. Notice - 1609-X Filing Type - Alert | |
11/30/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) - Pending Multi-state Changes | |
02/22/2010 | Pennsylvania Insurance Department Directive - 1609-X Filing Type | |
07/23/2008 | Review of Filing Requirements | |
09/14/2007 | Agency Contact Changes | |
02/22/2006 | Update on PSLA Filing Procedures | |
08/10/2001 | Surplus Lines Filing Requirements | |
Freedom of Form | ||
07/31/2002 | Amendment to the Surplus Lines Law | |
Independently Procured Insurance | ||
01/23/2004 | Enforcement Action Prevention | |
Kind List | ||
06/01/2006 | Updated Kinds & Class Lists & Export Lists 2006 | |
12/06/2004 | Providing the correct "Kind" and "Class" | |
Licensing Requirements | ||
12/14/2023 | Pennsylvania Insurance Department Notice - Update to Forms and Fees | |
05/21/2012 | Section 1615 (c) Compliance – Agency License Report | |
01/23/2004 | Enforcement Action Prevention | |
NAIC Numbers | ||
03/15/2005 | Tips on Obtaining and Verifying NAIC Numbers for the Diligent Search Process | |
Non-renewals | ||
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
12/12/2001 | Cancellations, Non-renewals and Premium Increases | |
NRRA | ||
12/17/2019 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
12/30/2014 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
12/12/2011 | Changes resulting from the Non-admitted Reinsurance and Reform Act (NRRA) | |
06/30/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
04/18/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) - Pending Multi-state Changes - Revised | |
11/30/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) - Pending Multi-state Changes | |
08/16/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
Outage Reports | ||
11/22/2024 | Bulletin - PSLA EFS Planned Outage | |
09/25/2024 | Bulletin - PSLA EFS Planned Outage | |
08/05/2024 | Bulletin - PSLA Planned EFS Outage | |
06/07/2024 | Bulletin - PSLA Planned EFS Outage | |
10/04/2023 | Bulletin – Reminder 10/4/2023: PSLA Planned EFS Outage | |
09/27/2023 | PSLA Planned EFS Outage Scheduled for 3:00 p.m. EST on Friday, October 6, 2023 to 8:30 a.m. EST on Tuesday, October 10, 2023 | |
08/17/2017 | PSLA Planned EFS Outage | |
07/18/2017 | PSLA Planned EFS Outage | |
03/09/2017 | PSLA Planned EFS Outage | |
11/22/2016 | PSLA Planned EFS Outage | |
09/09/2016 | PSLA Planned EFS Outage | |
04/15/2016 | PSLA Planned EFS Outage | |
11/04/2008 | Planned Outage | |
Premium Increase | ||
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
12/12/2001 | Cancellations, Non-renewals and Premium Increases | |
Producer Affidavit | ||
10/10/2019 | Who is Responsible for the Filing - Reminder | |
07/23/2013 | Electronic Signature Process for the 1609-PR Form | |
03/12/2013 | Reminder - Revised 1609-PR Form | |
09/11/2012 | Revised 1609-PR Form | |
12/07/2010 | Surplus Lines Licensee’s Correcting 1609-PR Forms | |
10/13/2010 | Surplus Lines Filings with Missing Producer Affidavits | |
04/08/2010 | Who is Responsible for the Filing? | |
05/15/2009 | Missing PR Form – UPDATE | |
04/15/2009 | Missing PR Form | |
12/01/2008 | Producer Affidavit Assistance | |
08/18/2005 | Licensee Liable for Insurer's Losses | |
05/25/2005 | Approved methods for collection of the Producer Affidavit (1609-PR) | |
01/23/2004 | Diligent Search Process of Admitted Insurers | |
08/10/2001 | Surplus Lines Filing Requirements | |
PSLA Filing Procedures Manual | ||
04/27/2005 | Revised PA Surplus Lines Filing Procedures & Manual | |
Reciprocity | ||
07/31/2002 | Amendment to the Surplus Lines Law | |
Regulations Part IV | ||
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
12/12/2001 | Cancellations, Non-renewals and Premium Increases | |
Section 124.5 | ||
07/12/2012 | Diligent Search Review Process Change | |
03/15/2005 | Tips on Obtaining and Verifying NAIC Numbers for the Diligent Search Process | |
Section 1622 | ||
01/23/2004 | Enforcement Action Prevention | |
Stamping Fee | ||
12/01/2016 | Reminder - Stamping Fee Reduction for 2017 - 12/01/16 | |
10/14/2016 | Stamping Fee Reduction for 2017 - 10/14/16 | |
10/13/2010 | Surplus Lines Filings with Missing Producer Affidavits | |
02/22/2010 | Pennsylvania Insurance Department Directive - 1609-X Filing Type | |
08/27/2008 | Stamping Fee Increase for 2008 Reminder | |
10/26/2007 | Stamping Fee Increase for 2008 | |
05/17/2007 | PSLA Data Entry Mistakes | |
12/07/2006 | Updated Stamping Fee Payment Procedure | |
09/01/2006 | Elimination of Stamping Fee Refund | |
10/19/2001 | New Stamping Fee Arrangement for 2002 Approved Budget for 2002 | |
Subchapter G | ||
1/11/2018 | Cancellations, Non-renewals and Premium Increases | |
12/12/2001 | Cancellations, Non-renewals and Premium Increases | |
Surplus Lines Agent Gross Premium Tax Report (RCT-123) | ||
12/04/2024 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2024 | |
12/28/2023 | Reminder: Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2023 | |
01/03/2023 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
12/28/2022 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2022 | |
01/27/2022 | Reminder - Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
01/03/2022 | Reminder - Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
12/16/2021 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
12/06/2021 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2021 | |
01/26/2021 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
01/04/2021 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
12/03/2020 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2020 | |
01/22/2020 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
01/02/2020 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
12/04/2019 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2019 | |
01/29/2019 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
01/03/2019 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
12/17/2018 | Surplus Lines Agents Gross Premium Tax Report - RCT-123 as of December 31, 2018 | |
1/18/2017 | Reminder - Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2016 - 1/18/17 | |
1/13/2016 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2015 | |
1/16/2015 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2014 | |
12/23/2014 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2014 | |
1/16/2013 | Inquiries Relating to the Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2012 | |
1/15/2013 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2012 | |
12/11/2012 | Changes to the RCT-123 Gross Premium Tax Form for 2012 | |
01/12/2012 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 as of December 31, 2011 | |
01/19/2011 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 As of December 31, 2010 | |
01/19/2010 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 As of December 31, 2009 | |
01/03/2008 | Gross Premium Tax Bulletin | |
01/26/2007 | Gross Premium Tax Bulletin | |
03/06/2006 | Gross Premium Tax Report – RCT-123 | |
01/03/2006 | Gross Premium Tax Form - RCT-123 | |
03/23/2005 | Surplus Lines Agent Gross Premium Tax Report – RCT-123 | |
03/01/2004 | Surplus Lines Agent Gross Premium Tax Report - RCT-123 | |
01/23/2004 | Enforcement Action Prevention | |
Surplus Lines Law | ||
09/26/2024 | Electronic Filing System (EFS) Enhancement – Personal and Commercial Lines Service Fees | |
09/18/2024 | Reporting Personal and Commercial Lines Service Fees and Revised 1620 Monthly Report | |
07/30/2024 | Personal Lines Service Fees - Act 45 of 2024 | |
12/17/2019 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
10/10/2019 | Who is Responsible for the Filing - Reminder | |
12/30/2014 | Surplus Lines Law - Exempt Commercial Purchaser Minimum Qualifying Amounts Adjustment Effective January 1, 2015 | |
05/21/2012 | Section 1615 (c) Compliance – Agency License Report | |
12/12/2011 | Changes resulting from the Non-admitted Reinsurance and Reform Act (NRRA) | |
06/30/2011 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
08/16/2010 | Nonadmitted and Reinsurance Reform Act (NRRA) | |
04/08/2010 | Who is Responsible for the Filing? | |
08/16/2002 | Formal Notification of Amendments to the Insurance Company Law of 1921 | |
07/31/2002 | Amendment to the Surplus Lines Law | |
08/10/2001 | Surplus Lines Filing Requirements | |
Surplus Lines Licensee Tax Bond | ||
01/23/2004 | Enforcement Action Prevention | |
Surplus Lines Premium Tax Exemption Policy | ||
10/25/2019 | Independent Public School Surplus Lines Tax Exemption | |
03/24/2005 | Additional Information on the PA Department of Revenue's Surplus Lines Gross Premium Tax Exemption Policy | |
11/08/2004 | Change to Surplus Lines Gross Premium Tax Exemption Policy | |
Wet Marine and Associated Transportation | ||
07/31/2002 | Amendment to the Surplus Lines Law |