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
  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
  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
  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
  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
  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)
  12/28/2023 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