Continuing Care Retirement Communities
Overview
This page contains up-to-date information for forms, filing instructions, guidance, and communications from OIR regarding Continuing Care Retirement Communities (CCRC).
Report a Violation
Individuals may report an alleged violation of Chapter 651, Florida Statutes, by contacting the Florida Department of Financial Services, Division of Consumer Services, at 1-877-693-5236 (in-state only) or 850-413-3089 or by contacting OIR at CCRCTeam@floir.com or 850-413-3153.
Filings
OIR may require supplement filings in addition to regularly required filings. Please submit all supplemental filings via the OIR Insurance Regulation Filing System.
OIR may require supplement filings in addition to regularly required filings. Please submit all supplemental filings via the OIR Insurance Regulation Filing System.
Please submit contracts and addendums for approval pursuant to s. 651.055, F.S., via the Insurance Regulation Filing System.
Applications
OIR provides resources to providers wishing to obtain a Certificate of Authority for a CCRC. Please submit applications via the OIR iApply system. To complete an applications, all required information must be included in the filing.
OIR Reports and Guidance
- Informational Memorandum OIR-20-03: Understanding recommended COVID-19 prevention and treatment measures may disrupt normal business operations,
OIR issued Informational Memorandum OIR-20-03M directing all insurers and entities regulated by OIR to review and update their Business Continuity Plans and/or Continuity of Operation Plans immediately. The plans must provide a framework for the
continuation of company operations, including key insurance functions such as policy issuance, premium collection, claims adjustment and payment and policyholder service. The continuity plans should also account for DOH and CDC guidance surrounding
COVID-19, including executive orders issued at the state and national level.
- Informational Memorandum OIR-20-04M: Among other considerations, this Informational Memorandum provided guidance to regulated entities, including
CCRCs, regarding electronic communications, teleworking, and utilizing electronic signatures. In addition, OIR granted a 30-day extension for any annual statements due to be filed with OIR by a regulated entity on or before May 1, 2020, including
CCRCs.
- Informational Memorandum OIR-20-03: Understanding recommended COVID-19 prevention and treatment measures may disrupt normal business operations,
OIR issued Informational Memorandum OIR-20-03M directing all insurers and entities regulated by OIR to review and update their Business Continuity Plans and/or Continuity of Operation Plans immediately. The plans must provide a framework for the
continuation of company operations, including key insurance functions such as policy issuance, premium collection, claims adjustment and payment and policyholder service. The continuity plans should also account for DOH and CDC guidance surrounding
COVID-19, including executive orders issued at the state and national level.
- Informational Memorandum OIR-20-04M: Among other considerations, this Informational Memorandum provided guidance to regulated entities, including CCRCs, regarding electronic communications, teleworking, and utilizing electronic signatures. In addition, OIR granted a 30-day extension for any annual statements due to be filed with OIR by a regulated entity on or before May 1, 2020, including CCRCs.
CCRC Market Conduct Examination Reports
Please note, each CCRC is required to file an Annual Statement each year on May 1. On a triennial basis, Market Conduct examinations are conducted subsequent to the review of these filings. Provided below is the most recent Report of Examination issued by OIR for each licensed CCRC.