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CA Department of Insurance
CA Department of Insurance
CA Department of Insurance

2012 Tax Forms, Instructions and Information

The following Tax Forms, Instructions, and Information are now available in MS-Excel and MS-Word and may be downloaded to your computer. If you don't already have software which supports these formats, you may download a copy of the software by visiting our Free Document Readers page.

Tax Forms, Instructions and Information for the Calendar Year 2012

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Form
(CDI FS-001 Microsoft Excel Format) Revised 9/2012

All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2012

Bulletin 137 


Life Companies Including Accident and Health Insurance Tax Return Form
(CDI FS-002 Microsoft Excel Format) Revised 9/2012

Life Companies Including Accident and Health Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2012

Life Companies Including Accident and Health Insurance Tax Return Attachment A
(Microsoft Excel Format)

Life Companies Including Accident and Health Insurance Tax Return Attachment B
(Microsoft Word Format)


Title Insurance Tax Return Form
(CDI FS-003 Microsoft Excel Format) Revised 9/2012

Title Insurance Tax Return Instructions
(Microsoft Word Format) Revised 9/2012


Home Protection Tax Return Form
(CDI FS-004 Microsoft Excel Format) Revised 9/2012

Home Protection Tax Return Instructions
(Microsoft Word Format) Revised 9/2012


Ocean Marine Insurance Tax Return Form
(CDI FS-005 Microsoft Excel Format) Revised 9/2012


Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Form
(CDI FS-006 Microsoft Excel Format) Revised 12/2012

Surplus Line Broker and Special Lines Surplus Line Broker Tax Return Instructions
(Microsoft Word Format) Revised 9/2012

Surplus Line Broker and Special Lines Surplus Line Broker Tax Calendar
(Microsoft Excel Format) Revised 12/2012


Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form
(CDI FS-006-0 Microsoft Excel Format) Revised 9/2012

Zero Tax Return Surplus Line Broker and Special Lines Surplus Line Broker Form Instructions
(Microsoft Word Format) Revised 9/2012


Surplus Line Broker's Monthly Tax Payment Voucher Form
(CDI FS-007 Microsoft Excel Format) Revised 9/2012


Medical Managed Care Plan Insurance Tax Return Form
(CDI FS-008 Microsoft Excel Format) Revised 9/2012

Medical Managed Care Plan Insurance Tax Instructions
(Microsoft Word Format) Revised 9/2012


Premium Tax Voucher for the 1st Quarter Prepayment Form
(CIA-T-4 Microsoft Excel Format) Revised 10/2012

Premium Tax Voucher for the  Quarterly Prepayment Form
(CIA-T-4A Microsoft Excel Format) Revised 10/2012


Electronic Fund Transfer Program Information Guide

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