Current through Register Vol. 56, No. 18, September 16, 2024
(a) After
submission of the letter of intent as required by
N.J.A.C.
11:1-10.5, the applicant shall be instructed
by the Department to file the following items:
1. A copy of its charter as currently in
force, certified by the lawful custodian of the original document;
2. A copy of its bylaws as currently in
force, certified by a senior officer of the company;
3. Six copies of the statement of the
company's financial condition as of December 31 of the preceding calendar year,
in the NAIC format, including all required supplemental exhibits, signed and
sworn to by the president of the company, its corporate secretary and its
treasurer;
4. A Certificate of
Compliance under the official seal of the commissioner of insurance of the
company's domiciliary state or country;
5. A certified copy of a report of the most
recent examination of the company's affairs by the department of insurance or
its equivalent, of the state or country in which the company is
domiciled;
6. An appointment, by
the company, of the Commissioner as attorney for service of process;
7. An application for admission, on a form to
be prescribed by the Department, including payment of a non-refundable
application fee in the amount set forth in
11:1-32.6(a)1;
8. A "statement of opinion" by a qualified
actuary relating to loss and loss adjustment expense reserves, pursuant to
N.J.A.C. 11:1-21;
9. A copy of the
applicant's quarterly financial statements for the current year, in the NAIC
format, and for such other periods of time as shall be required by the
Commissioner;
10. Where applicable,
a certified copy of the filing made pursuant to the Holding Company Act of the
state, district, territory, commonwealth, possessions or country of domicile,
for the last fiscal period, supplemented as necessary to meet the requirements
of 17:27A-3(a) and
(b) and applicable Securities and Exchange
Commission filing requirements;
11.
A statement of ownership of the applicant. This statement shall include all
shareholders of record who control five percent or more of the outstanding
shares of the applicant, directly or indirectly;
12. Any tender offer materials
(advertisements, invitations, etc.) if any tender offer has been made by the
company or its parent to acquire another company within the three years
preceding;
13. Biographical
affidavits, to be completed by all directors and senior officers on a form
prescribed and provided by the Department;
14. A corporate plan of operation consisting
of:
i. A schedule listing the following:
(1) All jurisdictions in which the applicant
has applied for authorization to transact the business of insurance during the
preceding 10 years and the dates and results of such applications;
and
(2) All jurisdictions from
which the applicant has withdrawn during the preceding 10 years, and the
reasons for withdrawal;
(3) If a
license has been refused, suspended or revoked by any jurisdiction, the
applicant shall furnish an explanation and a copy of any orders, proceedings,
and determinations related thereto.
ii. A description of the applicant's present
business plan or plan(s) for conducting an insurance business, including, but
not limited to:
(1) Geographical areas in
which business is being written;
(2) The types of insurance to be
written;
(3) Marketing
methods;
(4) A summary of the
methods for establishing premium rates; and
(5) A description of agency systems,
including any managing general agency contracts.
iii. A proposed plan for conducting an
insurance business in the State of New Jersey, including, but not limited to:
(1) The geographical area in which business
is intended to be done;
(2) The
types of insurance intended to be written;
(3) Proposed marketing methods;
(4) Proposed methods for the establishment of
premium rates; and
(5) A three year
forecast of anticipated premiums in this State by line of business.
iv. A summary of the applicant's
reinsurance program on assumed and ceded business, indicating the name of the
reinsurers, retentions, maximum risks, types of contract (such as pro rata),
excess of loss, and any other information which may be relevant to this part of
the applicant's operation. Additional information may be requested by the
Department in order to supplement or clarify information already provided by
the applicant;
v. A summary of the
applicant's reinsurance assumed program, with retentions, maximum risks, types
of business, types of contracts to be issued, and other factors which may, in
the opinion of the Department, be relevant to this part of the applicant's
operations; and
vi. Current
financial reports of the ultimate parent if not otherwise provided to the
Department;
15. If a
United States Branch, the applicant shall provide the Department with:
i. A certificate of deposit from its
insurance commissioner showing the amount in trust for policyholders;
ii. A certified copy of power of attorney in
favor of its United States manager; and
iii. A certified copy of a deed of trust to
the trustee of the funds of the company.
16. If the applicant is an alien insurer, a
statement of trusteed surplus in the United States.
(b) Applicants who desire authority to write
workers' compensation and employers' liability insurance shall, prior to
admission, become members of the Compensation, Rating and Inspection Bureau,
located at 60 Park Place, Newark, New Jersey 07102. The Bureau shall be
consulted for membership at the point in time when all requirements for
admission have been satisfied and the application for admission is actually
submitted. The Bureau shall be advised by the Department that the applicant is
in the process of filing for admission in the State of New Jersey.
(c) Applicants shall file the final
application within 60 days of notice from the Department that the applicant is
eligible for admission.
(d) In lieu
of the procedures set forth in
11:1-10.5 and this section, an
applicant may file an application for admission utilizing the applicable form
of the Uniform Certificate of Authority Application (UCAA) form and procedures
adopted by the NAIC. The UCAA is available on the NAIC website at
http://www.naic.org.
1. An applicant utilizing the UCAA form shall
file the information required in the UCAA with the addition of the
documentation set forth in
11:1-10.5(a)7,
10.6(a)3 and 10.6(a)14vi; and shall pay the fee set forth at
11:1-32.6(a)1.
2. An applicant utilizing the UCAA procedures
shall continue to be required to satisfy the eligibility requirements set forth
in 11:1-10.4.