Charitable Gift Annuities – Filing Requirements
Charitable Gift Annuities – Renewal Checklist

Discount Medical Plan Organization Application
Discount Medical Plan Organization Surety Bond
Notice of Audited Financial Statement
Notice of Quarterly Marketer Listing

11-1-16 Electronic Filing Notice to Funeral Homes
CPI Increase for 2020
Sellers Notice to the Insurance Commissioner
Assumption Affidavit
Biographical Affidavit
Instructions for Completing Irrevocable Letter of Credit
Bond Form
Trust Agreement Form
Non-Specified Contract For The Deposit Of Money
Guaranteed Contract for Merchandise and Service
Irrevocable Pre-Paid Funeral Benefits Contract
Insurance Assignment Form
Application to Withdraw Funds Deposited for Prepaid Funeral Benefits
Application to Transfer Pre-need Funds
Termination of Contract/Withdraw of Funds
Request for Withdrawal of Accrued Interest
Prepaid Funeral Frequently Asked Questions
List of Active, Registered Oklahoma CPAs involved in Peer Review Program(as of 10/14/2013)

Death Claim Instructions
Verified Statement of Performance
LMLIC Change of Bank Form
LMLIC Death Claims Submission Guide
Next of Kin/Personal Representative Form

• Electronic Filing Notice – Home Service Contract Providers
• HSC Contractual Liability Policy Checklist
• HSCP Surety Bond

• Motor Service Club Licensing Requirements
• Motor Service Club Licensing Requirements – New Company
• Motor Service Club License Renewal Checklist
• Motor Service Affidavit
• Declaration of Liability as Surety on Guaranteed Arrest Bond Certificates
• Motor Service Club Bond
• Motor Service Club Bond Questionnaire
• Motor Service Club Electronic Filing Notice

• MEWA Application Instructions
• MEWA Regulatory Compliance Provisions
• MEWA Address/Contact Change Form

• Allocation of Fees
• Cemetery Perpetual Care Fund Certificate of Deposit Report
• Perpetual Care Annual Report (for use with Perpetual Care Fund Certificate of Deposit Accounts)
• Perpetual Care Annual Report (for use with Perpetual Care Fund Trust Accounts)
• Application for Purchase of Cemetery

• PBM Licensing Instructions and Checklist
• PBM Bond Form
• PBM Renewal Licensing Instructions and Checklist
• PBM Annual Statement Filing Instructions and Checklist
• PBM Contact Update Form
• PBM License Surrender Packet

• Electronic Filings Mandate – PEO’s
• What is a PEO
• PEO Bond Form
• Oklahoma Registered PEOs
• Biographical Affidavit Template
• Bulletin 2012-01
• Bulletin 2012-01 Addendum
• Letter of Compliance Template-Full PEO
• Letter of Compliance Template-Group PEO
• Workers Compensation Questionnaire

• Registration Application Instructions

• Electronic Filing Notice – Service Warranty
• Contractual Liability Policy Checklist
• Surety Bond Form
• Biographical Questionnaire

Third-Party Administrator Licensing Information

• Third-Party Administrator Application Instructions
• Third-Party Application Requirement Checklists
• Third-Party Administrator Bond Form
• Third-Party Administrator License Renewal Instructions(for license renewal only)
• Third-Party Administrator License Surrender Form
• Third-Party Administrator Contact Change Form
• Third-Party Administrator Name Change Form

Third-Party Administrator Annual Report Information

• Third-Party Administrator Frequently Asked Questions
• Third-Party Administrator Annual Report/Waiver Instructions

• Vehicle Protection Product Warrantor Instructions
• Vehicle Protection Product Warrantors Information Sheet

• Viatical Settlement Provider Application
• Initial Application Checklist
• Renewal Application Checklist
• VSP Surety Bond
• ANNUAL REPORT STATEMENT: Title 36 O.S. § 4055.6(A): Each Viatical Settlement Provider shall file with the Insurance Commissioner on or before March 1 of each year an annual statement containing information as the Commissioner may prescribe by regulation. Any policy settled within five (5) years of the date of issuance of the policy, the annual statement shall specify the total number, aggregate face amount and life settlement proceeds of policies settled during the immediately preceding calendar year, together with a breakdown of the information by policy-issue year. The information shall be limited to only those transactions where the viator is a resident of this state. Electronic filing of the Annual Statement is now required to be submitted through OPTins where the forms are available to open and complete within the filing.