Prior Approval Rate Filing Information
Please use the most current rate application posted below.
For a summary of changes included in the new versions, please refer to the Application Change Log.
IMPORTANT NOTICE: Upon any update to the Prior Approval Rate Application, Prior Approval Rate Template, and/or Standard Exhibits Template, filers will have a three-week grace period to transition to using the most current versions. Filings received after the three-week grace period that contain prior versions of the Prior Approval Rate Application, Prior Approval Rate Template, and/or Standard Exhibits Template will be rejected by Intake.
- Application Change Log (READ FIRST), revised 12-19-2024 (PDF)
- Prior Approval Rate Filing Instructions (PDF)
- Affidavit (PDF)
- Prior Approval Rate Application (Excel)
- Prior Approval Rate Template (Excel)
- Standard Exhibits Template (Excel)
- Supplemental Quarterly Development Template (Excel) (Applicable to rate filings submitted for COVID-19 impacted line(s) of business; optional for all other lines of business)
- Prior Approval Factors (Efficiency Standard, Reserve Ratios, Leverage Factors) (Excel)
- Maximum Permitted Rate of Return & Yields for Investment Income Calculation - November 2024 (Date Posted: December 2, 2024) (Excel)
- Prior Approval Rate Application Process FAQs 04-11-17 (PDF)
- Prior Approval Rate Application - Data Quality and Reconciliation
Checklist 07/19/18 (PDF) - Model Checklist (PDF)
- Questionnaire for Homeowners or Residential Property (PDF)
- Request for Variance (Excel)
Rate Filing Documents for COVID-19 Impacted Lines
- COVID-19 Industry Rate Filing Requirements Guidance, Edition 06-03-2021 (PDF)
- COVID-19 Rate Filing Questionnaire, Edition 06-03-2021 (PDF)
- Supplemental COVID-19 Exposure and Premium Template, Edition 06-03-2021 (Excel)
- Supplemental Quarterly Development Template, Edition 06-01-2021 (Excel)
Mitigation in Rating Plans and Wildfire Risk Models Regulation
- California Code of Regulations Section 2644.9. Consideration of Mitigation Factors; Wildfire Risk Models
- FAQ, Edition 02-16-2023 (PDF)
- Mitigation in Rating Plans and Wildfire Risk Models Questionnaire (PDF)
Important: "Please ensure you have enabled macros before attempting to use any of the features of the above templates. Please contact RRBtemplates@insurance.ca.gov for any comments, questions or technical difficulties regarding these templates."
