Oregon Administrative Rules › Chapter 836 - DEPARTMENT OF CONSUMER AND BUSINESS SERVICES, INSURANCE REGULATION › Division 27 - DOMESTIC INSURERS; ORGANIZATION; CORPORATE PROCEDURES › Section 836-027-0030 - Forms; General Requirements

Current through Register Vol. 63, No. 7, July 1, 2024
(1)
			 Forms A, B, C, D, E and F are intended to be guides in the preparation of the
			 statements required by ORS
			 732.517 to
			 732.592, including but not
			 limited to the registration provisions thereof. The forms are not intended to
			 be blank forms that are to be filled in. The statements filed shall contain the
			 numbers and captions of all items, but the text of the items may be omitted if
			 the answers to the items are prepared so as to indicate clearly the scope and
			 coverage of the items. All instructions, whether appearing under the items of
			 the form or elsewhere, are to be omitted. Unless expressly provided otherwise,
			 if any item is inapplicable or the answer to any item is in the negative, an
			 appropriate statement to that effect shall be made.
(2) One complete copy of each statement,
			 including exhibits and all other papers and documents filed as a part of the
			 statement, shall be filed with the director of the Department of Consumer and
			 Business Services by personal delivery or mail. A copy of Form C shall be filed
			 in each state in which an insurer is authorized to do business if the
			 commissioner of that state has notified the insurer of its request in writing.
			 An insurer who has been so notified shall file the form not later than the 30th
			 day after the date of receipt of the notice. At least one of the copies shall
			 be manually signed and certified in the manner prescribed on the form. Unsigned
			 copies shall be conformed. If the signature of any person is affixed pursuant
			 to a power of attorney or other similar authority, a copy of such power of
			 attorney or other authority shall also be filed with the statement.
(3) If an applicant requests a hearing on a
			 consolidated basis under ORS
			 732.527, in addition to filing
			 the Form A with the director, the applicant must file electronically a copy of
			 Form A with the National Association of Insurance Commissioners.
(4) Statements must be prepared on paper
			 8-1/2" X 11" in size and bound along the left edge or securely fastened at the
			 top left corner. Exhibits and financial statements, unless specifically
			 prepared for the filing, may be submitted in their original size. All copies of
			 any statement, financial statements or exhibits shall be clear, easily
			 readable, and suitable for photocopying. Debits in credit categories and
			 credits in debit categories shall be designated so as to be clearly
			 distinguishable as such on photocopies. Statements shall be in the English
			 language and monetary values shall be stated in United States currency. If any
			 exhibit or other paper or document filed with the statement is in a foreign
			 language, it shall be accompanied by a translation into the English language
			 and any monetary value shown in a foreign currency shall be converted into
			 United States currency.
Forms referenced are available from the
				  agency.
Statutory/Other Authority: ORS
				  732.572
Statutes/Other Implemented: ORS
				  732.517 -
				  732.592