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25-104 Annual Insurance Tax Report - Surplus Lines

25-104 Annual Insurance Tax Report - Surplus Lines 2025

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The document is the Texas Annual Insurance Tax Report (Form 25-104) for surplus lines agents and purchasing groups. It outlines the requirements for filing the report, including sections for reporting total surplus lines business, tax base election, and specific instructions for completing each section. The report must be filed annually by all licensed surplus lines agents in Texas, even if no tax is due, with a due date of March 1 following the tax year. It includes detailed instructions on how to report premiums, calculate taxes owed, and penalties for late payments.

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Click ‘Get Form’ to open the 25-104 Annual Insurance Tax Report in the editor.
Begin by entering your taxpayer number and filing period in the designated fields. Ensure that all information is accurate.
In Section I, report total surplus lines business as an agent of record. Fill in Texas premiums reported to the Surplus Lines Stamping Office (SLSOT) and any non-taxable premiums.
Proceed to Section II to select your tax base election. Choose between premium-written or premium-received basis based on your reporting preference.
Complete Section III if you are a surplus lines agent, detailing Texas premiums and any returned premiums. Calculate taxable premiums accordingly.
If applicable, fill out Section IV for purchasing groups, ensuring you indicate whether insurance was obtained from licensed entities.
Review all entries for accuracy before submitting. Use our platform’s features to save and share your completed form easily.

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Why do insurance companies issue surplus notes?

Surplus notes are insurer-specific instruments issued to provide a source of capital for insurance entities.

What is the tax rate for surplus lines in Texas?

Surplus lines tax: 4.85% (+ stamping fee of . 04%) (reduced from .

What is the purpose of surplus lines insurance?

Surplus line insurance is used when other insurers in the market wont offer coverage because of high risk, its uncommon or doesnt meet their guidelines.

What is the meaning of surplus in insurance?

In the world of finance, we often come across the term surplus. This refers to the remaining amount after deducting an insurers liabilities from its assets. It serves as a safety net for policyholders, providing protection in the event of unexpected and high claims.

What is surplus lines insurance best described as coverage?

Surplus lines insurance is a type of secondary coverage. Its available if your business cant get sufficient primary coverage from regular insurance providers. These policies are also known as surplus liability coverage. As they cover the excess amount of risk that other insurers wont take on.

What is the insurance code for surplus lines in Texas?

Texas Insurance Code - INS 981.004. Surplus Lines Insurance Authorized. (3) the insurer meets the eligibility requirements of Subchapter B or B-1 1as of the inception date and annual anniversary date of each insurance contract, cover note, or other confirmation of insurance.

Why surplus lines insurance?

Some people buy surplus lines policies if they cant get homeowners insurance from a standard company. Others buy it to cover very costly items, like an expensive art or classic car collection.

What are the three types of risk typically insured in the surplus lines marketplace?

Risks typically written in the surplus lines market fall into three basic categories: (1) non-standard risks, which have unusual underwriting characteristics; (2) unique risks for which admitted carriers do not offer a filed policy form or rate; and (3) capacity risks where an insured seeks a higher level of coverage

25-104 Annual Insurance Tax Report - Surplus Lines 2025

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Why do insurance companies issue surplus notes?

What is the tax rate for surplus lines in Texas?

What is the purpose of surplus lines insurance?

What is the meaning of surplus in insurance?

What is surplus lines insurance best described as coverage?

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People also ask

What is the insurance code for surplus lines in Texas?

Why surplus lines insurance?

What are the three types of risk typically insured in the surplus lines marketplace?

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25-104 Annual Insurance Tax Report - Surplus Lines 2025

Here's how it works

How to use or fill out 25-104 Annual Insurance Tax Report - Surplus Lines with our platform

See more 25-104 Annual Insurance Tax Report - Surplus Lines versions

Complete this form in 5 minutes or less

Got questions?

Why do insurance companies issue surplus notes?

What is the tax rate for surplus lines in Texas?

What is the purpose of surplus lines insurance?

What is the meaning of surplus in insurance?

What is surplus lines insurance best described as coverage?

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People also ask

What is the insurance code for surplus lines in Texas?

Why surplus lines insurance?

What are the three types of risk typically insured in the surplus lines marketplace?

Related links

Try more PDF tools