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Montana Surplus Lines
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Surplus Lines Update - 2011 Legislature Passes SB 331

Important topics within the new law:

  • Home state exclusive authority and conditions precedent to sale of surplus lines insurance – SB 331, Section 5
  • “Home state” of the insured defined – SB 331, Section 2, subsection (3)(j)
  • “Exempt commercial purchaser” defined – SB 331, Section 3

Helpful Resources:


PLEASE REMEMBER THAT SURPLUS LINES TAXES AND FEES ARE DUE ANNUALLY ON APRIL 1.  DO NOT SEND TAX AND FEE PAYMENTS WITH YOUR SUBMISSION FORM

ELECTRONIC FILING

 

 

Submission Form for policies with a policy effective date of January 1, 2012 or later (excludes independently procured)

Fillable Surplus Lines Submission Form for a policy effective date of January 1, 2012 or later (excludes independently procured)

Endorsement/Cancellation Cover Sheet for a policy effective date January 1, 2012 or later - no Stamping Fee (Electronic Submission)

Fillable Endorsement/Cancellation Sheet for a policy effective date Janurary 1, 2012 or later - no Stamping Fee (Electronic Submission) 

 

PAPER FILING

 

 

Submission Form for a policy effective date of January 1, 2012 or later (excludes independently procured ) .25% stamping fee

Fillable Surplus Lines Submission Form for a policy effective date of January 1, 2012 or later (excludes independently procured) .25% stamping fee)

Endorsement/Cancellation Cover Sheet for a policy effecitve date of January 1, 2012 or later - .25% Stamping fee

Fillable Endorsement/Cancellation Cover Sheet for a policy effective date of January 1, 2012 or later - .25% Stamping Fee

Surplus Lines Submission Form for July 1, 2011 or later (excludes independently procured) with   line-by-line instructions

Independently Procured Filings will not be available for electronic filing nor will paper filings be processed until August 1, 2011.

Independently Procured Submission Form for July 1. 2011 or later   line-by-line instructions

If your the policy has an effective date before July 1, 2011 please continue to use these forms: 

Prior to July 1, 2011 Policy Efffective Date Surplus Lines Forms



On-Line Submissions Entry

You can review your entries for the past year and enter your submissions, endorsements and cancellations.  Remember - on-line submissions save you money.  The stamping fee is reduced to 1/2% instead of the 1% fee that is charged for hard copy submissions.  Also, using the on-line system, you will no longer have to submit paper copies of your forms to our office.  Note:  you are still responsible to keep copies for your internal recordkeeping.

PLEASE REMEMBER THAT SURPLUS LINES TAXES AND FEES ARE DUE ANNUALLY ON APRIL 1.  DO NOT SEND TAX AND FEE PAYMENTS WITH YOUR SUBMISSION FORM

To enter transactions, review your account and access your annual statement click on this link or enter https://svc.mt.gov/csi/surplus/login.aspx in your browser

If you are a first time user, contact Pam Daugherty at (406) 444-9751 to get assistance signing on to the system. 

Listed below are links that have instructions and examples of some common submission scenarios:

 

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Example of Surplus Lines Producer Stamps required on Declarations Page

Effective January 1, 2010, ARM 6.6.2804(6) states “for all paper (hard copy) submissions, the stamping fee information on the declarations page of the surplus lines insurance policy will disclose that the stamping fee would be less, and the percentage of the base premium to calculate the stamping fee, if the submission were filed electronically.” An example of this stamp is listed below:

“The insured pays a stamping fee for the review and processing of surplus lines insurance policy submissions that are filed in paper. This surplus lines insurance submission is being filed in paper (hard copy) format at a stamping fee of .25%.  Surplus lines insurance submissions can be filed electronically with NO stamping fee, saving the insured .25%.”