All annual tax and assessment forms/packets are due by March 1. Companies are required to file specific forms based upon the lines of authority for which they are licensed in Virginia. The specific forms are listed by NAIC number on this website. THE ANNUAL TAX/ASSESSMENT FORMS MUST BE DOWNLOADED FROM THIS SITE or use a computer software package that has been approved by the Bureau. All forms required by a specific company should be listed. However, if there is discrepancy from previous filings, contact Joyce Jones (Joyce.Jones@scc.virginia.gov) for clarification prior to filing. IT IS THE COMPANY'S RESPONSIBILITY TO MAKE SURE ALL NECESSARY FORMS ARE FILED.

Download Annual Tax and Assessment Forms

Additional Forms To Be Used ONLY By Virginia Domestic Companies

2011 Assessment Order

Quarterly Declarations of Estimated License Tax and Estimated Assessment are due on the 15th of April, June, September and December. The quarterly declarations and instructions can be downloaded. If you do not wish to download the declarations, we will mail them to you upon written request. PLEASE READ THE INSTRUCTIONS CAREFULLY. Failure to file the correct quarterly form could result in your company paying penalties and interest and/or "Addition to the Tax" interest.

Update Tax/Assessment Address and Contact Information

Download Quarterly Forms (2012)

PAYMENTS:

Annual Tax Packet - MUST submit the TAX PACKET PAYMENT VOUCHER with a single check for the total amount due per the Voucher
Quarterly Declarations - submit a single check for the total amount due per Line 6.

MAILING ADDRESS FOR INSURANCE COMPANY FORMS AND PAYMENTS:

TIMELY FILINGS:

Virginia uses the postmark on both the quarterly and annual filings to determine a timely filing. If a due date falls on Saturday, Sunday or a holiday, the next business day's postmark is accepted as timely filed.