OAR 836-009-0007
Fees


(1)

The following fees apply to certificates of authority:

(a)

The fee for application for a certificate of authority to transact insurance as an insurer is $2,500. The fee for application as a domestic insurer must be paid when application for a permit to organize as a domestic insurer is made. Otherwise, the fee must be paid when the application for the certificate is made;

(b)

The fee for annual continuation of a certificate of authority issued under subsection (a) of this section is $1,500;

(c)

The fee for obtaining a certificate of authority to transact insurance as a captive insurer for the year the director first issues a certificate is $5,000. The fee for a domestic insurer must be paid when application for a permit to organize as a domestic insurer is made. Otherwise, the fee must be paid when the application for the certificate is made;

(d)

The fee for annual renewal of a certificate of authority for a captive insurer issued under subsection (d) of this section is $5,000;

(e)

The fee for reinstatement of a certificate of authority is $100.

(2)

The fees in this section apply to examinations for licenses for insurance producers, adjusters and insurance consultants. The fees may be charged by the examination vendor under contract with the Department of Consumer and Business Services and are as follows:

(a)

Examination fees:

(A)

Insurance producer, property and casualty insurance or life and health insurance — $55;

(B)

Insurance producer, property insurance only, casualty insurance only, personal lines insurance only, life insurance only or health insurance only — $45;

(C)

Surplus lines licensee — $45;

(D)

Adjuster, general lines insurance or life and health insurance — $45;

(E)

Adjuster, health insurance or any single other line designated by rule — $45;

(F)

Consultant, life and health insurance or general lines insurance — $55;

(G)

Consultant, life insurance only, health insurance only or any other single line designated by rule — $45;

(b)

Reexamination fees, to be charged when the applicant retakes an examination:

(A)

Insurance producer, property and casualty insurance or life and health insurance — $55

(B)

Insurance producer, property insurance only, casualty insurance only, personal lines insurance only, life insurance only or health insurance only — $45;

(C)

Surplus lines licensee — $45;

(D)

Adjuster, general lines insurance or life and health insurance — $45;

(E)

Adjuster, health insurance or any single other line designated by rule — $45;

(F)

Consultant, life and health insurance or general lines insurance — $55;

(G)

Consultant, life insurance only, health insurance only or any other single line designated by rule — $45;

(c)

For purposes of the fees charged under subsections (a) and (b) of this section:

(A)

Surety is included in the casualty insurance line and marine and transportation insurance may be included in the property insurance line or the casualty insurance line; and

(B)

The personal lines line is a subcategory of the casualty insurance line. Consequently, a person who holds a license that is endorsed to transact casualty insurance need not obtain a separate endorsement to transact personal lines insurance.

(3)

The following fees apply to application for licenses for insurance producers, adjusters and insurance consultants:

(a)

Resident insurance producer — $30;

(b)

Nonresident insurance producer — $30;

(c)

Adjuster — $30;

(d)

Insurance consultant — $30.

(4)

The following fees apply to issuance of licenses for insurance producers, adjusters and insurance consultants:

(a)

Resident insurance producer — $45;

(b)

Nonresident insurance producer — $45;

(c)

Adjuster — $45;

(d)

Insurance consultant — $45;

(e)

In addition, the actual cost of any criminal records check under 836-072-0010 (Criminal Records Check Process). The amount charged will not exceed the actual cost of acquiring and furnishing criminal offender information as authorized by ORS 181.534(9)(g).

(5)

The examination fee under section (2) of this rule must be paid to the examination vendor. The application fee under section (3) of this rule and the license issuance fee under section (4) of this rule must be paid at the same time. There is no refund of the application and examination fees. Refund of the license issuance fee is governed by section (14) of this rule.

(6)

The fees established in this section apply to the renewal of licenses for insurance producers, adjusters and insurance consultants. A license expires biennially in the month of the individual’s birthday anniversary. The fees are as follows:

(a)

Resident insurance producer — $45;

(b)

Nonresident insurance producer — $45;

(c)

Adjuster — $45;

(d)

Insurance consultant — $45.

(7)

The applicable fee under sections (3) and (4) of this rule shall be paid for each category of insurance business appearing on a license.

(8)

The following fees apply to certificates of registration for legal expense organizations:

(a)

Application for a certificate of registration — $350;

(b)

Renewal of certificate of registration — $350. The fee under this subsection shall be paid annually.

(9)

Annual registration of a foreign risk retention group — $350. The fee under this section shall be paid at the time of initial registration and annually thereafter.

(10)

Annual registration of a purchasing group — $100. The fee under this section shall be paid at the time of initial registration and annually thereafter.

(11)

The license for a rating organization — $180. The fee under this section shall be paid at the time of initial licensing and triennially thereafter.

(12)

The fee for filing a statement by an acquiring party under ORS 732.521 (Activities that are prohibited unless specified procedures followed) for the purpose of acquiring a controlling interest in an insurer (a “Form A” filing as prescribed in OAR 836-027-0100 (Acquisition of Control — Statement Filing)) is $50 per hour of Division staff time spent on reviewing the statement, with a minimum fee of $5,000.

(13)

The Fire Marshal shall pay $50,000 each year for services provided by the Department in the collection of gross premium taxes on insurance covering the peril of fire under ORS 731.820 (Gross premium tax on fire insurance premiums).

(14)

Fees paid as required under this rule are not refundable except as provided in this section. If the director determines that an amount paid exceeds the amount legally due and payable to the Department and the amount of the overpayment is less than $20, the Department shall refund the amount only upon receipt of a written request from the payer or the representative of the payer. A fee paid for a license under section (4) of this rule is refundable if the license applicant fails the examination or if the license is otherwise not issued to the applicant.

(15)

The amendments to section (2)(a), (b) and (d) of this rule that were filed in ID 15-2002 with the Secretary of State on June 26, 2002 to become effective on July 1, 2002, are re-adopted with the operative date of July 1, 2002, and those same amendments to section (2)(a) and (b) of this rule are repealed effective July 1, 2003.
Last Updated

Jun. 8, 2021

Rule 836-009-0007’s source at or​.us