TDI Forms Index

Listing of All TDI Forms | Non TDI Forms of Interest

Forms By Division/Section

Administrative Operations

• Administrative Operations – Overhead Assessment Form, Insurance Agent /Agency Order Form and Historically Underutilized Businesses (HUB) Forms

Compliance Division

• Consumer – Complaint Forms
• Fraud Unit – Fraud Reporting Forms

Division of Workers' Compensation

• Division of Workers' Compensation – Index for Forms and Notices

Financial Regulation

• Agent and Adjuster Licensing – Agent, Adjuster and Agency Disclosure and Transmittal Forms
• Company Licensing and Registration – Forms and filing requirements for licensing or registering authorized/admitted insurers and registered/non-admitted entities.
  • Accredited/Trusteed Reinsurers
  • Bonds and Securities
  • Captive Insurers
  • Continuing Care Retirement Communities
  • Domestic Insurers
  • Foreign Insurers
  • Health Care Collaboratives
  • Health Maintenance Organizations
  • Life Settlement Providers and Brokers
  • Multiple Employer Welfare Associations
  • PEO Self-Funded Health Plans
  • Premium Finance Companies
  • Purchasing Groups
  • Reciprocals
  • Risk Retention Groups
  • NAIC Uniform Certificate of Authority Application (UCAA) forms
  • Texas Lloyds Insurers
  • Third-Party Administrators
  • Workers Compensation Self-Insurance Groups
• Financial Analysis – Annual Statement and Required Filing Forms, NAIC Checklists
• Holding Companies
• Managed Care Quality Assurance – HMO, URA, IRO, Sample Forms, Texas Standardized Credentialing Application – Checklists and Forms
• Title Licensing – Title Manual Forms and Licensing and Title Examination Forms
• SDR Contract Administration Forms
• Workers' Compensation Health Care Networks

Agency Affairs

• Government Relations Forms – Board Committee Appointment Applications

Regulatory Policy

Life, Accident, and Health

• Filing & Operations – Advertising Compliance, Transmittal Checklists and Forms
• Life & Health – Data Collection, HMO Forms and HMO Form Filings, Resource Guide and Disclosure Forms for Life, Accident, Health and Annuity Products and Optional Forms

Property and Casualty Forms

• Data Services – Closed Claim Reporting Forms
• General – Appraisal Umpire and Mediator Forms
• HelpInsure Forms
• Inspections – Loss Control and Amusement Inspection Forms
• Personal Lines – Mold Remediation, Credit Information Disclosure and Residential Inspection Forms
• Rate Filing and Exhibit Forms
• Title – Title Manual Forms and Licensing and Title Examination Forms
• Windstorm

State Fire Marshal's Office

• Listing of Applications, Forms and Guides
• Alarm
• Extinguisher
• Fire Standard Compliant Cigarettes
• Fireworks
• Sprinkler
• Additional – Fire Exit Drills

Workers' Compensation Forms

• Division of Workers' Compensation – Workers' Compensation Forms
• Workers' Compensation Health Care Networks

In an effort to improve service to customers, TDI has revised its Web site to include a TDI Forms Resource page. This page serves as an online link to our central repository for forms used by TDI customers. To locate a specific form on this page, type the form name or one or more words that describe the form in the search window above. If you are unable to locate a specific form, please e-mail TDI's forms manager for assistance at: FormsMgr@tdi.texas.gov.

Common Standards

With few exceptions, all TDI forms have been revised to include standard header and footers for easy identification. Revised forms now contain the standard TDI letterhead to provide users with contact information when completing the form. Additionally, forms include the form name, form number and revision date. This practice ensures consistency and quality among agency forms. It also facilitates improved customer service, by making forms readily identifiable.

Interactive Forms

TDI is in the process of converting many of its forms to Adobe Acrobat^® Interactive PDF (.pdf) format. With Adobe Acrobat Reader, you can complete the interactive forms electronically on your PC, print them and then discard without needing additional software. To save the completed form to your own PC requires additional steps.

Free Adobe Reader

Forms in .PDF format require the Acrobat reader plug-in. If you are unable to view these forms please download the latest version of Acrobat® Reader from the Adobe Web site.

Notice about Certain Information Laws and Practices

With few exceptions, you are entitled to be informed about the information that the Texas Department of Insurance (TDI) collects about you. Under sections 552.021 and 552.023 of the Texas Government Code, you have a right to review or receive copies of information about yourself, including private information. However, TDI may withhold information for reasons other than to protect your right to privacy. Under section 559.004 of the Texas Government Code, you are entitled to request that TDI correct information that TDI has about you that is incorrect. For more information about the procedure and costs for obtaining information from TDI or about the procedure for correcting information kept by TDI, please visit the Corrections Procedure section of TDI's Web site.