NIMA Dissolution and Introduction to the. SLAS Clearinghouse PLEASE ADJUST YOUR AUDIO WE WILL BEGIN AT 3:00 PM EST
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1 NIMA Dissolution and Introduction to the SLAS Clearinghouse PLEASE ADJUST YOUR AUDIO WE WILL BEGIN AT 3:00 PM EST
2 DISCLAIMER The materials in this presentation are intended to provide a general overview of the issues contained herein and are not intended nor should they be construed to provide specific legal or regulatory guidance or advice. If you have any questions or issues of a specific nature you should consult with appropriate legal or regulatory counsel to review the specific circumstances involved. Transmission or reproduction of any of the information contained herein or any other copyrighted material is prohibited without the express written consent of the Florida Surplus Lines Service Office. Disclaimer
3 Today s Agenda Welcome and Introductions NIMA Background and Dissolution Transition to Post-NIMA Filing Scenarios Introduction to the SLAS Clearinghouse New SLAS SLIP Site New SLAS Clearinghouse Website New SLAS Clearinghouse Services
4 Webinar Team Rachel Hoffman Tiffany Maruniak (Presenter) Kristen Gray
5 NIMA Background and Dissolution
6 NIMA Background and Dissolution June 15, 2011 NIMA Agreement Effective July 1, 2012 Surplus Lines Clearinghouse Operational April 28, 2016 NIMA State Vote to Dissolve NIMA Agreement September 30, 2016 Last day to report new or renewal policies September 30, 2017 Last day to report all transactions
7 Transition to Post-NIMA 45 Day Timeline
8 Transition to Post-NIMA October Invoices for 3 rd Quarter Data Sent to SLIP Inboxes on October 2 All multistate policies and endorsements are reported directly to the home state of the insured Generate SLIP reports for all multistate data reported to the Surplus Lines Clearinghouse November November 15 last day to access and run reports for multistate data in SLIP November 15 last day to pay multistate invoices via ACH or check December Surplus Lines Clearinghouse administrative operations end NIMA, Inc. is dissolved
9 Transition to Post-NIMA Filing s
10 Transition to Post-NIMA: s SD TN FL WY FSLSO SD Division of Insurance TN Department of Commerce and Insurance Wyoming Insurance Department LA PR UT LA Department of Insurance PR Office of the Commissioner of Insurance Surplus Line Association of Utah
11 Filing Procedures Florida, South Dakota, Tennessee, and Wyoming Transition to Post-NIMA: s 1. Contact FSLSO to receive the Multistate Form 2. Provide completed form, copy of endorsement(s) and the premium allocation breakdown to the FSLSO Accounting Department 3. FSLSO will verify the policy was originally filed with the Surplus Lines Clearinghouse a. Florida: FSLSO will provide invoices for surplus lines taxes and assessments (if applicable) b. South Dakota, Tennessee or Wyoming: FSLSO will forward the request and supporting documentation to the appropriate state.
12 Transition to Post-NIMA: s Reminders for Filings Florida, South Dakota, Tennessee, and Wyoming 1. No corrections to Clearinghouse transactions will be accepted. 2. All taxes are paid to the home state. No tax sharing between states. 3. Refunds for taxes allocated taxes must be submitted to each NIMA state. 4. NO CLEARINGHOUSE FEES WILL BE CHARGED OR REFUNDED AFTER SEPTEMBER 30.
13 Filing Scenarios s
14 FL AP $1500 Florida additional premium endorsement with allocations to: FL = $500 TN = $500 WY = $500 Filing Scenarios: s Report to FSLSO Provide copies of endorsement(s) and allocation(s) FSLSO verifies filing and issues tax invoice FL (5% x $500) = $25 TN (5% x $500) = $25 WY (3% x $500) = $15 $65 tax invoice due to Florida Invoice due 45 days following the end of the quarter No Clearinghouse transaction fee or FSLSO service fee charged
15 SD RP $2500 South Dakota Return Premium with allocations to: SD = ($1500) WY = ($500) ND = ($500) Filing Scenarios: s Report to FSLSO Provide copies of endorsement(s) and allocation(s) FSLSO verifies filing and forwards to SD and WY SD (2.5% x $1500) = ($37.50) WY (3% x $500) = ($15) ND (2.5% x $500) = ($12.50) $50.00 tax credit for South Dakota $15.00 tax credit for Wyoming South Dakota and North Dakota tax credits are issued by South Dakota (home state); Wyoming tax credit issued by Wyoming (NIMA state) No Clearinghouse transaction fee refunded
16 Filing Scenarios: s Louisiana Puerto Rico Utah Florida South Dakota Wyoming UT Tax (4.25% x $500) = ($21.25) SLAUT Fee (0.150% x $500) = ($0.75) CO Tax (0% x $500) = $0.00 RP Utah for ($2000) UT = $500 CO = $500 SD = $500 WY = $500 SD Tax (2.5% x $500) = $12.50 WY Tax (3% x $500) = ($15.00)
17 Filing Scenarios by State New, Renewals and s
18 Filing Scenarios: Florida New Business Policy Florida Home State Effective 7/1/2015 File in FSLSO SLIP Renewal Policy Florida Home State Effective 10/1/2017 File in FSLSO SLIP Florida Home State Policy Effective 7/1/2015 Effective 7/1/2016 Contact FSLSO Florida Home State Policy Effective 11/1/2016 Effective 10/15/2017 File in FSLSO SLIP
19 Filing Scenarios: South Dakota and Wyoming New Business Policy South Dakota Home State Effective 6/1/2016 File and Pay in SLAS SLIP Renewal Policy Wyoming Home State Effective 11/1/2017 File and Pay in SLAS SLIP South Dakota Home State Policy Effective 9/1/2016 Effective 8/1/2017 Contact FSLSO Wyoming Home State Policy Effective 11/1/2016 Effective 10/15/2017 File and Pay in SLAS SLIP
20 Filing Scenarios: Tennessee New Business Policy Tennessee Home State Effective 6/1/2016 File and Pay in SLAS SLIP Renewal Policy Tennessee Home State Effective 9/1/2017 File and Pay in SLAS SLIP Tennessee Home State Policy Effective 8/1/2016 Effective 6/1/2017 Contact FSLSO/Pay through OPTins Tennessee Home State Policy Effective 11/1/2016 Effective 11/15/2017 File and Pay in SLAS SLIP
21 Filing Scenarios: Louisiana, Puerto Rico and Utah New Business Policy Utah Home State Effective 6/1/2016 Contact SLAUT Renewal Policy Puerto Rico Home State Effective 9/1/2017 Contact Puerto Rico Louisiana Home State Policy Effective 8/1/2015 Effective 9/1/2015 Contact LA Department of Insurance Utah Home State Policy Effective 11/1/2016 Effective 11/15/2017 Contact SLAUT
22 Introduction to the SLAS Clearinghouse
23 SLAS Clearinghouse SLIP UPDATE YOUR BOOKMARKS SLIP is moving to SLIP login credentials will remain the same
24 SLAS Clearinghouse Website
25 Tiffany Maruniak x 113 Rachel Hoffman rhoffman@fslso.com x 131 Thank you for attending! Please take a few moments to take our survey and let us know how we did today. Kristen Gray kgray@fslso.com x 110 THANK YOU PLEASE CONTACT US IF YOU HAVE QUESTIONS INFO@SLASCLEARINGHOUSE.COM
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