Last Updated: April 16, 2024
Procedure to Submit Required Annual Market Regulatory Reports to OCI
The following reporting forms are required to be filed with the Office of the Commissioner of Insurance (OCI) annually for all insurers that had long-term care business in force in Wisconsin during the previous calendar year:
| Form Number | Description | Reference | Due Date |
|---|
| 26-301 | Long-term Care Experience Exhibit | s. Ins 3.455 (6), Wis. Adm. Code | April 1 |
| 26-301H | Hybrid Long-term Care Experience Exhibit | s. Ins 3.455 (6), Wis. Adm. Code | April 1 |
| 26-304 | Long-term Care Benefit Appeals | s. Ins 3.55 (5), Wis. Adm. Code | March 31 |
| 26-304H | Hybrid Long-term Care Benefit Appeals | s. Ins 3.55 (5), Wis. Adm. Code | March 31 |
| 26-305 | Long-term Care Claim Denials | s. Ins 3.46 (21) (f), Wis. Adm. Code | June 30 |
| 26-306 | Long-term Care Replacement & Lapse | s. Ins 3.46 (21) (b), Wis. Adm. Code | June 30 |
| 26-307 | Long-term Care Rescissions | s. Ins 3.46 (10) (b) and (j), Wis. Adm. Code | March 1 |
| 26-307H | Hybrid Long-term Care Rescissions | s. Ins 3.46 (10) (b) and (j), Wis. Adm. Code | March 1 |
| 26-308 | Long-term Care Suitability | s. Ins 3.46 (16) (h), Wis. Adm. Code | June 30 |
NOTE: Long-term care riders attached to a life or annuity product are considered hybrid long-term care.
OCI has an online interface for insurance companies to interact with the Wisconsin Market Regulatory Reports and Forms application.
The insurer's Wisconsin Market Regulatory Reports and Forms Security Administrator/Forms Administrator will assign the required long-term care reporting forms to staff for completion. The forms are completed utilizing the online Wisconsin Market Regulatory Reports and Forms application.
For information regarding the Wisconsin Market Regulatory Reports and Forms application, please reference the Market Regulatory Reports Online User Manual.
Market Regulatory Reports Online User Manual - opens in new window
For any questions, please email
ocimrreports@wisconsin.gov. The email should include the company's legal name and NAIC company number.