Filing Information for Annual, Quarterly, and Texas Supplemental Filings with the Financial Analysis Section of the Financial Regulation Division
Filings required by 28 Texas Administrative Code 7.68 should be submitted through the Financial Filing Submission Portal. Please review the revised Frequently Asked Questions page prior to submitting your first filing. It provides answers that could help you resolve issues pertaining to your PIN, browser, or file
Financial Analysts - Assigned Texas Domiciled Companies
CPA Report Filing Requirements
- Instructions (PDF)
- Intent Form (PDF)
- Affidavit for Exemption (PDF)
Additional links
- Filing Smart
- Full Listing of Forms for Financial Analysis
- Holding Company Filings
- NAIC Checklists - Filing Requirements Checklists
- Texas Dividend Disbursement Applications
- Texas Supplemental Forms
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