Filing requirements and due dates

Annual statement

March 1

Management discussion/analysis

March 1
Filed with annual statement

Actuarial opinion

March 1

Certificate of authority renewal

March 31​

Excise tax return

April 15 (for calendar year filer)
Filed with Oregon Department of Revenue

Audited financial statement

June 30

Biographical affidavit of each executive officer or director

Within 30 days of any change to an officer or director

Conflict of interest statement for officers, directors, key employees

Annually
Filed with insurer board of directors