Rate Filing
Instructions/Required Documents
Instructions/Required Documents
- Combination Form/Rate Filing Prohibited (Bulletin 88-L-9)
- Rate Filing Questionnaire – Commercial Lines (FC-074)
- Rate Filing Questionnaire – Adoption of Rating Organization Prospective Loss Costs (FC-112)
- Property & Casualty Transmittal Document(.doc)
- Expedited Filing Transmittal Document
- Policyholder Disclosure Form 1
- Policyholder Disclosure Form 2
Rate Filing Questionnaire – Installment Premium Pay Plans
Prospective Loss Costs Filing Procedures
Trade Secret Filings
Filing Forms We are still accepting filings in the conventional fashion – paper and e-mail (NC NoPaper via P&Cinbox@ncdoi.gov); however, they are being converting to serff paper filings and uploading directly into serff. This change means you will no longer see a State Tracking number assigned, but instead, will see a serff tracking number. All communications will now be conducted via e-mail.
Serff also offers filers a Trade Secret filing feature.
Non-Public - Paper or E-Mail submissions – Only trade secret materials properly prepared and submitted will be accepted for review. Please review our filing instruction before making your submissions at: Filing Instructions
Follow the Public Record filing steps. Complete the transmittal reference line and body of your Email to CLEARLY designate that a portion of the filing is TRADE SECRET information. The failure to designate material as "confidential" or "trade secret" when it is initially filed is a patent failure to meet the criteria of NCGS 132-1.2. A properly submitted electronic filing will be separated into two distinctly separate parts. Labeled and attached to a single transmittal Email:
- Part 1: Trade Secret
- Part 2: Public Record
An Email filing that is not in the prescribed filing format shall be rejected and returned to the filer.
Checklists
Property & Casualty Rate Filing Checklists
Commercial General Liability.pdf
Medical Professional Liability.pdf
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