Life and Accident & Health insurers are now required to file the compulsory
and security surplus calculations electronically over the internet.
It will no longer be necessary to file a hard copy, however it is recommended
that the company retain a hard copy for its records.
Please enter the required data on the form and push the submit button.
To load the electronic form, please select the company name,
reporting period, and enter your company's federal employer identification number below (do NOT include the dash):
OCI 22-334 Compulsory and Security Surplus Calculation
This is a link to an excel spreadsheet which will allow companies to perform a preliminary calculation or do a calculation for a company that is not licensed in
Wisconsin. LICENSED COMPANIES WILL CONTINUE TO BE REQUIRED TO FILE THE FORM ELECTRONICALLY VIA THE INTERNET.
Failure to do so may result in administrative action. Companies that are applying for licensure may print out the calculation for
submission with their application materials.
Questions or comments about this page should be directed to OCI
using the following link: Internet Filing (please include your name, phone number, and e-mail