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.

Policy Effective Date

Inception or start date of the policy. You may enter the date in mm/dd/yyyy format, or you can select the date by clicking on the calendar icon attached to the field.

Endorsement Effective Date

Effective date of the endorsement. You may enter the date in mm/dd/yyyy format, or you can select the date by clicking on the calendar icon attached to the field.

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. You may enter the code, enter the name, or select from the drop down list.

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.

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.

Totals

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.

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.

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