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Medicare Supplement Refund Calculation Data Call Index Page

Reporting period - January 1, 2017, to December 31, 2017.

Report due date - May 31, 2018

This page contains the following major sections:



Background Information

As specified by 28 TAC §3.3307(f), issuers are required to submit refund calculation forms for all Medicare supplement policies to TDI annually. An issuer must submit a report even if they did not have any Medicare supplement business written or policies or certificates in force in Texas during the reporting year. The reporting form includes a checkbox on the first page for issuers to mark in order to populate zeros in all fields to expedite report submission.

 


Instructions

Technical Instructions (PDF) Under revision and will be added at a later date.



Reporting Form

Refund Calculation Form (PDF) Will be added at a later date.

 


Additional Resources

Medicare Supplement Data Call FAQs (PDF)

For more information, contact:

Last updated: 1/25/2018