Surplus Lines Brokers: Tax Filing Information

FORMS FILED BY SURPLUS LINES BROKERS:

Annual surplus lines tax reports are due by March 1. Quarterly surplus lines tax reports are due by the 30th of April, July, October, and January. The Tax Forms are now available for download. Please click on the links below to have the instructions and the Application program downloaded to your computer.

The following downloads are available:

Instructions to install the SLB Quarterly Filing Program

SLB Quarterly Filing Program - (file size 8.75MB)

Instructions to use the SLB Quarterly Filing Program    (PDF)

Instructions and Forms for Completing Annual Reports    (PDF)

Listing of Approved Surplus Lines Carriers    (PDF)

Find a Company - use this link to locate a company by company type or by name

PAYMENTS:

Surplus Lines Brokers should submit all tax/assessment payments on one check. All checks should be made payable to the TREASURER OF VIRGINIA.

MAILING ADDRESS FOR SURPLUS LINES BROKER FORMS AND PAYMENTS:

• REGULAR MAIL:

  Bureau of Insurance

  P. O. Box 1157

  Richmond, VA 23218

• OVERNIGHT OR EXPRESS MAIL:

  Bureau of Insurance

  1300 E. Main Street

  3rd Floor-Tyler Building

  Richmond, VA 23219

TIMELY FILINGS:

Virginia uses the postmark on both the quarterly and annual filings to determine a timely filing. If a due date falls on Saturday, Sunday or a holiday, the next business day's postmark is accepted as timely filed.

contact text

 

Email: bureauofinsurance@scc.virginia.gov Phone: Tax Examiner at (804) 371-9192