Schedule T Exceptions

This report provides a list of those companies that do not match the State's Schedule T information. Yes and No responses will match if what the company and the State Schedule T information match. Those instances when it does not, the response will be RED in color. An S in the response column refer to those companies that are filing "Surplus Lines," only.

1. Click the Summary Reports link located under the Tools tab.
2. Select Schedule T Exceptions  under the Compliance area of the page.
3. The Schedule T Exception  Report Search Criteria will be displayed.  On the page, select from the following criteria:
   
   Data Year 
   State (Required Field)
   Statement Type (Required Field)
   
   Then you can check or uncheck to exclude Surplus line writers.
   
   
4. Click on the Submit button  
   
5. The report contains the following fields:
   NAIC Code
   Company Name
   Group Code
   Domiciliary State
   Schedule T
   Licensed 
   
6. To save the report, select the appropriate option from the File menu.
7. To return to the Summary reports page close your browser window. .
8. To perform another search or navigate to a different application within iSite+, select the appropriate link at the top of the Summary Reports page.