Annual, Quarterly and Financial Filing Requirement Checklists:
2026 Filing Checklists
Holding Company Forms (Form A through F). Attachments to IDAPA 18.07.01
- Form A– Acquisition of Control or Merger with Domestic Insurer
- Form B – Insurance Holding Company System Annual Registration
- Form C – Summary of Registration Statement
- Form D – Prior Notice of a Transaction
- Form E – Pre-Acquisition Notification and Impact of Merger/Acquisition with Non-Domiciliary Insurer
- Form F – Enterprise Risk Report
Biographical Affidavit and Third Party Verifications
For insurer notifications regarding changes and appointments of Directors, Officers, or Key Managers, the NAIC Biographical Affidavit form and resources for third party verification services are available here:
Surveys and Reports
In an effort to improve the annual Surveys reporting process, Idaho Department of Insurance (IDOI) is currently making enhancements to the Surveys on-line portal system. Carriers and administrators will be receiving email notices for further instructions regarding the system enhancements.
For carrier or entity contact information updates, please complete the new Surveys Contacts and Filing Status form moving forward.
Please review and download the Surveys Frequently Asked Questions that provides information on the transition, process change, and new forms. If you have additional questions, please contact us at Healthsurvey@doi.idaho.gov
Surveys and Reporting Due Dates:
- Immunization Assessment Survey – Due March 15
- Rescission Reporting for Long-Term Care Policies – Due March 1
- Reporting Medicare Supplement Policies – Due March 1
- Medicare Supplement Refund Calculation Form – Due May 31
- Assessment Survey – No longer requested in 2025.
- Health Survey (Carriers AND TPAs) – Open March 1, Due May 1: Health Survey Instructions and Self-Funded Survey Instructions
- Long-Term Care Suitability of Sale – Due May 31
- Replacement and Lapse Reporting for Long-Term Care Insurance – Due June 30
- Claims Denial Reporting for Long-Term Care Insurance – Due June 30
Pharmacy Benefit Managers (PBM) Annual and Quarterly Reports
PBM Annual Reporting
Annual Report Forms for Download:
Due dates and reporting period for both annual reports for 2027
Due April 1, 2027, covering from 1/1/2026-12/31/2026.
PBM Quarterly Reporting
Quarterly Report Form for Download:
Reporting due dates for quarterly reports consist of recurring submissions due for at least one quarter later.
Due dates and reporting period for the Quarterly report for 2027
Due Dates: | Date Range for Reporting Period: |
January 1, 2027 | 07/01/2026 – 09/30/2026 |
April 1, 2027 | 10/01/2026 – 12/31/2026 |
July 1, 2027 | 01/01/2027 – 03/31/2027 |
October 1, 2027 | 04/01/2027 – 06/30/2027 |
January 1, 2028 | 07/01/2027 – 09/30/2027 |