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Enter a Filing Screen
Filing Type
Check the button as appropriate. You can only select one. You must
make a separate filing for each endorsement not included as
part of the policy when issued. For endorsements extending the
policy period and renewal certificates, check the “Policy” button
and treat it as a new policy.
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Policy Effective
Date
Inception or start date of the policy. You may enter the
date in mmddyyyy format (without typing slashes or dashes), or you
can use the m/d/yy or the m-d-yy format (typing the slashes or
dashes). Alternatively, you can select the date by clicking on the
calendar icon to the right of the field.
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Endorsement Effective
Date
Effective date of the endorsement. You may enter the
date in mmddyyyy format (without typing slashes or dashes), or you
can use the m/d/yy or the m-d-yy format (typing the slashes or
dashes). Alternatively, you can select the date by clicking on the
calendar icon to the right of the field.
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Coverage
Code
The coverage code is a unique four digit number that
identifies the type of policy coverage. Reporting the correct
coverage code for the policy is critical, as it determines the
correct amount of fire marshal tax.
There are two different ways to
enter the coverage code:
1. Enter the four digit
coverage code in the CC # field, if known.
2. If the code is not known then, from
the Select Coverage Category here drop down box, select a coverage
category. Once the category has been selected, choose a specific
coverage from the then Select Coverage here drop down box. At this
point, the four digit coverage code will appear in the
CC # field.
For example, if you select “Liability General” in the first box, and
“Excess” in the second, 5003 will appear in the CC # field.
Your system administrator may have
limited the list of available coverage codes to only those that
your firm uses. This should make your searches much easier. If the
list has been limited by your system administrator, you can still
review all available coverage codes by clicking on the
All Coverage
Codes button located on the left-hand side of the screen.
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Premium
Enter the gross premium in this field, rounded to the nearest
whole dollar. Do not include in the premium the surplus line tax,
stamping fee, fire marshal tax or any other fees such as filing fee,
policy fee, broker fee or inspection fee.
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Fire Marshal
Tax
The efile system automatically calculates the fire marshal
tax based on coverage code selected and the premium entered. In most
circumstances, the system will not permit the fire marshal tax to be
overwritten.
For mutli-peril policies, you can
enter the information in one of two ways:
1. You can select a mutli-peril coverage
code which will calculate the 1% fire marshal tax on 40% of the
premium entered on that line.
2. Alternatively, you can enter the
coverage code and premium for each line of coverage on the policy.
For example, when a policy has both inland marine coverage and
general liability coverage, you would enter coverage code 3001 for
the inland marine coverage along with the related premium, and then
on the next line you would enter coverage code 5001 for the general
liability and its related premium. The fire marshal tax would only
be calculated on the inland marine premium.
For more information on this topic,
see the
Fire Marshal Tax Section in the SLAI Procedures Manual.
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Totals (CovCode)
This line presents a system generated count of the number of lines
of coverage and the sum of the Premium and Fire Marshal Tax columns.
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Surplus Line
Tax
The efile system automatically calculates the surplus line
tax (the current rate is 3.5% of total gross premium) based on the total premium entered
into the system. In most circumstances, the system will not permit
the surplus line tax to be overwritten.
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Stamping Fee
The efile system automatically calculates the stamping fee based on the effective date of the policy. The rate is currently 0.04% (premium X 0.0004) for policies with an effective date of 01/01/23 or later, and 0.075% (premium X 0.00075) for policies with an effective date of 01/01/19 to 12/31/22. There are special rules for multi-year policies, renewal endorsements and policy extensions, and other rates apply for older policies. See the Stamping Fee Schedule in the SLAI Procedures Manual.
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