This Bulletin 2026-011 replaces former Bulletin 2024-018, which expires on October 1, 2026. Also, this Bulletin replaces a portion of the “Confidentiality Requests” paragraph on page 3 of Bulletin 2025-0111 as expressly discussed below.

In accordance with the Insurance Code and to align with OSI’s mission to regulate the business of insurance, health insurance & health plan companies and Pharmacy Benefits Manager (PBM) companies are required to file with OSI certain documents using the SERFF electronic filing system. Also from time to time, OSI may require regulated insurers or entities engaged in the business of insurance to provide certain records to OSI via email attachments or by using a DropBox system. This Bulletin is a guide to be used by regulated entities that seek a legal confidentiality determination of a record that is required to be filed with OSI.

An updated confidentiality request form will be posted on the OSI website.

For complete content please see PDF below.

REQUESTING CONFIDENTIALITY OF A RECORD SUBMITTED TO OSI