This page contains up-to-date information for forms, filing instructions, guidance, and communications from OIR regarding Continuing Care Retirement Communities (CCRC).
Contact Information
For general inquiries or questions, please email CCRCTeam@floir.com or call 850-413-3153.
To report an alleged violation of Chapter 651, Florida Statutes, contact the Florida Department of Financial Services, Division of Consumer Services, at 1-877-693-5236 (in-state only) or 850-413-3089 or contact OIR at CCRCTeam@floir.com or 850-413-3153.
OIR may require supplement filings in addition to regularly required filings. Please submit all supplemental filings via the OIR Regulatory Electronic Filing System.
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.
Application Type
Application Documents
Continuing Care Provider - Provisional Certificate of Authority
Continuing Care Provider - Simultaneous Acquisition of a Continuing Care Facility and Issuance of a Certificate of Authority
This application is used when a person seeks to acquire and become the provider for a facility. The provider currently possessing a Certificate of Authority for the facility will not be the provider for the facility after the transaction.
Application for Acquisition of a Specialty Insurer
This application is used when a person seeks to assume the role of general partner of a provider or to otherwise assume ownership or possession of, or control over, 10 percent or more of a provider, a controlling company of the provider, or a provider’s assets, based on the balance sheet from the most recent financial audit report filed with the Office. The provider currently possessing a Certificate of Authority for the facility will be the provider for the facility after the transaction.
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 Examination Reports
Please note, each CCRC is required to file an Annual Statement each year on May 1. On a triennial basis, 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.