25 104 Annual Insurance Tax Report Surplus Lines

Get started with a 25 104 Annual Insurance Tax Report Surplus Lines 2015, complete it in a few clicks, and submit it securely.

What this insurance tax report does

The 25 104 Annual Insurance Tax Report Surplus Lines is a specialized report for documenting surplus lines insurance tax information. Its exact fields, reporting period, filing authority, and submission deadline are not identified in the supplied form name, so users should follow the applicable state insurance department or tax authority instructions. signNow can support preparation by uploading the document, detecting fillable fields, routing assigned reviewers and signers, and preserving the completed report with an audit trail. Electronic signatures may have legal effect under ESIGN and applicable state law, but acceptance and filing requirements remain authority-specific.

Document upload

Upload the named insurance tax report and work from its existing layout instead of recreating the document manually. This preserves the report’s structure while allowing signNow fields to be added for completion and signatures.

Field detection

Review automatically detected fields, then add or correct fields for amounts, dates, explanations, and signatures. Field review helps keep the completed 25 104 report aligned with the source document.

Signer routing

Assign the report to authorized preparers, reviewers, and signers by email. Role-specific routing reduces uncertainty about who must verify surplus lines information before completion.

Audit trail

Use signNow’s audit trail to record delivery, access, signing, and completion events. The resulting activity history supports reconstruction of how the report moved through review.

Mobile access

Complete the report through signNow’s web or mobile experience when an authorized participant is away from the office. The final record remains connected to the signing workflow.

Record preservation

Preserve the signed report with its completion evidence and apply organizational access controls. ESIGN and UETA recognize qualifying electronic records and signatures in covered transactions.

How the report workflow works

The signNow workflow keeps document preparation and signature evidence connected from upload through final archival.

Upload: Upload the report file
Detect: Review detected fields
Send: Route assigned participants
Archive: Store the completed record

Complete this insurance tax report online

Use this sequence to prepare the 25 104 Annual Insurance Tax Report Surplus Lines, route it to authorized parties, and retain the completed record.

Upload document:
Upload the 25 104 Annual Insurance Tax Report Surplus Lines document.
Check fields:
Review detected fields and add missing tax-report fields.
Assign signers:
Assign each required signer and recipient by email.
Complete record:
Send, monitor completion, and download the signed record.

be ready to get more

Get legally-binding signatures now!

Start free trial

Request a call

Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.

Authenticate signer:

Capture signer identity through the assigned email and authentication event.

Capture timestamps:

Record delivery, access, and signing timestamps for each participant.

Link document history:

Associate the completed document with its signing history.

Seal completion:

Preserve the completion record as tamper-evident evidence.

Audit activity:

Review the event history for missing or unexpected actions.

Export evidence:

Export the audit trail with the completed tax report.

Setting	Recommendation
Authentication and provisioning	Use verified email identities and role-based access
Signature type	Use typed or drawn electronic signatures
Audit trail	Enable completion history and export
Document retention	Follow applicable state insurance-tax requirements
Encryption	Use TLS 1.2/1.3 and AES-256

Find and fill out the correct 25 104 annual insurance tax report surplus lines

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
TX 25-104 2018	4.8 Satisfied (2382 Votes)
TX 25-104 2015	4.7 Satisfied (960 Votes)

Platform requirements for this tax report

Complete the 25 104 Annual Insurance Tax Report Surplus Lines in Chrome, Edge, Safari, or Firefox using TLS-secured internet access; signNow mobile apps support iOS and Android.

Windows browsers Chrome and Edge on Windows 10 or later
Mac browsers Safari and Chrome on macOS 12 or later
Mobile browsers Safari on iOS and Chrome on Android

For regulated insurance teams, confirm managed-device policies, identity controls, API access, and retention settings before deployment. Browser access supports preparation and review, while mobile applications allow authorized users to work from iOS and Android devices.

Prepare report

Confirm the reporting period, surplus lines entries, and supporting figures before sending.

Deliver to reviewers

Deliver the completed draft to authorized reviewers through signNow.

Signer review

Obtain required signatures after each reviewer verifies assigned information.

Archive record

Download the completed report and preserve its audit trail.

Best practices for preparing the report

Accurate source data, deliberate signer routing, and a preserved audit record reduce rework when completing this specialized insurance tax report.

Verify report data before routing

Before uploading, confirm that the document title, reporting period, surplus lines amounts, and insurer or broker information match the underlying records. Assign field ownership clearly so a reviewer can identify missing data before the report reaches an authorized signer.

Review detected fields manually

Use signNow’s field detection as a starting point, then inspect every detected field against the printed form. Add required dates, amounts, initials, and signatures manually when detection does not identify a field or assigns it to the wrong participant.

Separate preparation and approval roles

Route the report in an order that reflects internal approval responsibility. Keep preparer, reviewer, and signer roles distinct, and use signNow’s audit trail to document delivery, access, signing, and completion events.

Preserve the completed evidence set

Export the completed report and its audit trail together. Store both records under a controlled naming convention with access limited to insurance-tax personnel and reviewers who need the surplus lines information.

Security controls for report records

Transport encryption:

Encrypts data in transit with TLS 1.2/1.3

Stored-data encryption:

Protects stored data using AES-256

Security assurance:

Certified under SOC 2 Type II

Information security:

Certified to ISO 27001

Healthcare safeguards:

Supports HIPAA compliance with BAA

Electronic records:

Supports ESIGN and UETA compliance

Challenges when preparing this report

Surplus lines amounts may not reconcile with internal premium, policy, or transaction records before the report is routed for approval.
A detected signature field can be assigned to the wrong participant, weakening attribution and delaying completion of the named tax report.
State insurance departments may impose submission instructions that differ from the electronic-signature workflow used to prepare the report.
Separating the signed report from its audit trail can make it harder to demonstrate delivery, access, signing, and completion history.

Troubleshooting this insurance tax report

These answers address field detection, signer routing, plan selection, electronic-signature law, and record handling for the 25 104 Annual Insurance Tax Report Surplus Lines.

Upload the original 25 104 Annual Insurance Tax Report Surplus Lines file again, then compare detected fields with the printed form. signNow’s field detection assists placement but does not replace a human review of amounts, dates, or signature locations.

Use signNow’s routing controls to assign the preparer, reviewer, and authorized signer separately. Confirm each email address and signing order before sending, because ESIGN and UETA depend on attribution, intent, and a reproducible electronic record.

The Business plan is listed at $8/user/month with annual billing and includes audit trails and templates. Business Premium is $15/user/month annually and adds bulk send, while Enterprise is $30/user/month annually and adds advanced signer authentication.

signNow lists HIPAA compliance with a business associate agreement when protected health information is involved. A surplus lines tax report is not automatically a HIPAA record; apply HIPAA controls only when the workflow actually contains protected health information.

ESIGN covers qualifying interstate or foreign commerce, and UETA generally governs intrastate transactions in adopting jurisdictions. Confirm state insurance filing rules separately, because electronic-signature validity does not determine whether an authority accepts this report electronically.

Export the completed report and signNow audit trail after all assigned participants finish. The audit history should preserve delivery, access, timestamps, and signing events; retain the record according to the applicable federal and state insurance-tax requirements.

28M+Documents signed

13+Years in business

4.6/5Average G2 rating

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.