-- RETALIATION GUIDE January 2015 TO: Retaliatory Tax Guide Users FROM: Kara Binderup, Senior Counsel Patricia E. Cook, Paralegal III RE: State Forms State tax forms are generally available online, and this chart refers you to the website where you may view the forms. You may choose to insert the chart into Volume I of the Retaliation Guide. If you have any questions about the contents, you should ask the state contacts listed for each state. If you have a question about the printing and distribution of the copies, please contact the Insurance Products and Services Division at (816) 783-8300. The Retaliation Guide is intended to provide helpful information about retaliatory and other taxes and assessments. The Guide is not intended to be cited as binding legal authority and does not constitute a formal legal opinion by the NAIC staff on the provisions of state law and should not be relied upon as such. Every effort has been made to provide correct and accurate summaries to assist the reader in targeting useful information. For further details, including any additional adoptions, the statutes and regulations cited should be consulted.
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RETALIATION GUIDE
January 2015 TO: Retaliatory Tax Guide Users FROM: Kara Binderup, Senior Counsel Patricia E. Cook, Paralegal III RE: State Forms State tax forms are generally available online, and this chart refers you to the website where you may view the forms. You may choose to insert the chart into Volume I of the Retaliation Guide. If you have any questions about the contents, you should ask the state contacts listed for each state. If you have a question about the printing and distribution of the copies, please contact the Insurance Products and Services Division at (816) 783-8300. The Retaliation Guide is intended to provide helpful information about retaliatory and other taxes and assessments. The Guide is not intended to be cited as binding legal authority and does not constitute a formal legal opinion by the NAIC staff on the provisions of state law and should not be relied upon as such. Every effort has been made to provide correct and accurate summaries to assist the reader in targeting useful information. For further details, including any additional adoptions, the statutes and regulations cited should be consulted.
Retaliation: A Guide to StateRetaliatory Taxes, Fees, Deposits
and Other Requirements
Volume II
January 2015
Accounting & ReportingInformation about statutory accounting principles and the procedures necessary for fi ling fi nancial annual statements and conducting risk-based capital calculations.
Consumer InformationImportant answers to common questions about auto, home, health and life insurance — as well as buyer’s guides on annuities, long-term care insurance and Medicare supplement plans.
Financial Regulation Useful handbooks, compliance guides and reports on fi nancial analysis, company licensing, state audit requirements and receiverships.
LegalComprehensive collection of NAIC model laws, regulations and guidelines; state laws on insurance topics; and other regulatory guidance on antifraud and consumer privacy.
Market RegulationRegulatory and industry guidance on market-related issues, including antifraud, product fi ling requirements, producer licensing and market analysis.
NAIC ActivitiesNAIC member directories, in-depth reporting of state regulatory activities and offi cial historical records of NAIC national meetings and other activities.
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Special StudiesStudies, reports, handbooks and regulatory research conducted by NAIC members on a variety of insurance-related topics.
Statistical ReportsValuable and in-demand insurance industry-wide statistical data for various lines of business, including auto, home, health and life insurance.
Supplementary ProductsGuidance manuals, handbooks, surveys and research on a wide variety of issues.
Capital Markets & Investment AnalysisInformation regarding portfolio values and procedures for complying with NAIC reporting requirements.
White Papers Relevant studies, guidance and NAIC policy positions on a variety of insurance topics.
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