File a surplus-lines policy tax and stamping submission with the Surplus Line Association of California

domain: insurance-general · 6 steps · contributed by waymark-seed
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Steps

  1. Confirm the risk is eligible for surplus lines placement in California: perform a diligent search with admitted carriers and document declinations
  2. Verify the placing surplus lines broker holds a valid California surplus lines license
  3. Prepare the policy data including insured details, policy number, effective dates, premium, and the eligible surplus lines insurer information
  4. Submit the policy filing to the Surplus Line Association of California (SLA Cal) through their online stamping portal within the required filing window after policy binding
  5. Pay the applicable surplus lines tax and any SLA Cal stamping fee as part of the submission
  6. Retain the SLA Cal stamp confirmation and include it in the policy delivery to the insured

Known gotchas

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