Amend a Filing
How do I amend a filing?
OPTins allows you to submit amended forms after the original submission. There are no additional NAIC fees to submit amended forms to the state. To amend a form, complete the following steps:
1. While viewing the Filing Details, click the "Amend Filing" button.
2. A listing of all of the forms provided by the state and those originally submitted with the filing will appear. The "State Provided" forms will appear on the left, and the industry filed forms will appear on the right.
3. Click the paperclip icon next to the form you wish to amend.
4. The form will open. Save the form with a similar, but different name, indicating an amendment. For example: Amended OPTins Quarterly form.pdf.
5. Make the necessary amendments to the form, then resave the document to your computer.
6. Once you have completed your revisions, click the "Replace" link. This will replace the form originally submitted with the form you just amended.
7. Upload the amended form.
8. Enter comments in the "Provide Additional Information" field if desired.
9. Click "Next".
10. If an additional state payment should be submitted with the Amendment, enter the corresponding payment information.
11. Click "Submit".
Didn't find what you needed here?
The OPTins Help Desk is a great source of information.
Contact the OPTins Help Desk by calling 816-783-8500 or emailing optinshelp@naic.org.