Domestic Public Records Package

Domestic Public Records Requirements

Last Updated: 07/22/2024
Updates to the information will be noted with a " * " next to the state name and edits will be italicized and bolded.

	Information and/or Annual Statement	Management’s Discussion	Actuarial Opinion	Audited Financial Statement	Market Conduct Exam	Financial Exam Report	Quarterly Statement	Application Form	Articles of Incorporation	Appointment for Service of Process	Bylaws	Holding Company Files
State	Financial							Operational
AL	Yes	Yes	Yes	Yes	Contact state	Yes	No	Contact state	Yes	Contact state	Yes	No
AK	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	No
*AR	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
AZ	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	No
CA	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	No
CO	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	No
CT	Yes	Yes	Yes	Yes	Yes	Yes^	Yes	Yes	Yes	Yes	Yes	No
DE	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	No
DC	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	Yes
*FL	#Yes^	#Yes^	#Yes^	#Yes^	#Yes^	#Yes^	#Yes^	Yes^	Yes^	Yes^	Yes^	Yes^
GA	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	Yes
HI	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
ID	Yes***	Yes^	Yes^	Yes***	Yes^	Yes^	Yes***	Yes^	Yes^*	Yes^	Yes^**	Yes***
IL	Yes^	Yes^	Yes^	Yes^	Yes	Yes	Yes^	Yes	Yes	Yes	Yes	No
IN	Yes	Yes	Yes	Yes	Yes	Yes	Yes, with exception of HMO & LSHMOs	Yes	Yes	Yes	Yes	No
*IA	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*	Contact IID*
KS	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	No
KY	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
LA	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	No^	Yes	Yes	Yes	Yes	No
ME	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
MD	Yes^	Yes^	Yes^	Yes^		Yes^	Yes^	Yes	Yes	Yes	Yes	No
MA	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
MI	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes	Yes*
MN	#Yes	#Yes^	#Yes^	#Yes^	#No	#Yes^	#Yes	Yes	Yes	Yes	Yes	No
MS	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
MO	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes^	Yes	Yes**
MT	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	Yes
NE	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
NV	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
NH	Yes	Yes^	Yes^	Yes	No	Yes^	Yes	Yes	Yes	Yes	Yes	No
NJ	Yes	Yes	Yes	No	Yes	Yes	No*	Yes	Yes	Yes	Yes	No
NM	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^
NY	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	No
NC	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
ND	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes	Yes**
OH	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	No
OK	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
OR	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state	Contact state
PA	Yes^	Yes^	Yes^	Yes^	Contact state	Yes^	Yes^	Yes^	Yes^	No	Yes^	Yes**
PR	Yes#**	Yes**	Yes**	Yes**	No	Yes**	Yes**	Yes**	Yes**	No	Yes**	Yes**
RI	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
SC	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
SD	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No
TN	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	No
TX	Yes^	Yes^	Yes^	Yes^	No	No	Yes^	Yes^	Yes^	Yes^	Yes^	**
UT	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes	Yes	Yes	Yes	No
VT	Yes^	Yes^	Yes^	Yes^	No	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	No^**
VA	Yes^	Yes^	Yes^	Yes^	Contact state	Yes^	Yes^	Yes^	Contact state	Contact state	Contact state	Yes^
WA	Yes^	Yes^	Yes^	Yes^	Contact state	Yes^	Yes^	Contact state	Yes	Contact state	Yes	Yes**
WV	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	Yes^	**Yes
WI	Yes*	Yes*	Yes*	#Yes	Yes*	Yes*	Yes*	Yes*	Yes*	Yes*	Yes*	Yes*
WY	Yes^	Yes^	Yes^	Yes^	Yes	Yes^	Yes^	Yes^	Yes	Yes	Yes	Yes*

^ = Will accept in electronic format.
# = Jurat Page must be certified with original signatures, certification by domiciliary state is not necessary.
*NJ - Contact NJ DOBI for questions.
* CT - Not a public document will be held confidential.
**NE - Form A filing is public. Form B and other holding company act filings are Not Public per §44-2138.
** TX - (Forms B’s are not public record; however, pending transactions and Form A’s are)
** WV - Only Form A’s are public documents. All other filings are held confidential.
**PA - Form A filings materials are generally public, Forms B and other insurance holding company act filings are not public per 40 P.S. Section 991.1407.
*PR - Must have a certification by the domiciliary state.
*ID - Must be certified by the domiciliary state.
**ID - Must be currently certified by the Companies Corporate Secretary.
***ID - Must submit hard copies. *IA - https://iid.iowa.gov/legal-resources/legal-information/open-record-requests
**ND - Form A filing materials are generally public. Form Bs and other insurance holding company act filings are not public per N.D.C.C. 26.1-10-07.
*WI - Please submit the applicable fee made out to “Office of the Commissioner of Insurance."
**WA - Form A filing is public, Form B and other holding company filings are confidential per RCW 48.31B.038.
*WY - Form A is generally public, but Forms B and other insurance holding company act filings are confidential per W.S. 26-44-110.
* MI - Form A filing (without attachments) is generally public, Form B and other insurance holding company act filings are not public per MCL 500.1355.
**MO - Form A filing is generally public except for trade secret or PII information. Form B and other insurance holding company act filings are not public per 382.230 RSMo.
**VT - Certain portions of the Form A are public,, Form B and other insurance holding company act filings are not public, 8 V.S.A. §3687
** WV Only - Form A's are public documents. All other filings are held confidential.

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