May 1, 2026
Reporting Endorsements for Colorado and Kansas Policies Effective Pre-Go Live
NOTE: A correction has been made to the endorsement filing instructions, and the instructions below reflect the updated workflow for endorsements.
Submitting endorsements for Colorado or Kansas policies originally filed in their legacy systems must follow a specific SLIP+ workflow to ensure submissions are accepted. This workflow should be used when the original policy filing was submitted in the legacy system and now there is an endorsement to file in SLIP+ for States.
To complete these filings, use the following steps:
- Start with a
placeholder filing (Filings Tab → “New Policy”)
- Select New Business (Type 1) or Renewal (Type 5)
- Enter the true policy number
- Enter the correct effective dates
- Enter $0.00 premium
- Submit the endorsement transaction (Transaction Details → “Add Transaction”)
Additional Premium (Type 2)
Return of Premium (Type 3)
Filing Guidelines
- All credit transactions (including cancellations) must be filed as Return Premium (Type 3) when manually filing in SLIP+ for States
- Cancellations can only be filed as Type 4 when submitted via CSV or XML upload
- A $0.00 premium initiating transaction (New Business or Renewal) is always required, so SLIP+ can validate the net premium and taxes collected by the state
Why Your Credit Transactions Will Be Questioned
- The SLIP+ calculator cannot reconcile credits to the $0.00 placeholder filing
- The system flags them as Unbalanced Return Premium (URP)
- This is expected for legacy policy endorsements
SLIP+ Review:
- SLIP+ team members will review the questioned transactions
- Confirm the original policy and tax payment with Colorado or Kansas
- Clear the TIQs and issue the appropriate credit once verification is complete
No action is required while TIQs remain open, and there is no negative impact on the broker.
Need assistance with filing an endorsement of this nature? Please contact the SLIP+ staff at info@slipplus.com for help.
Keep Contact Information Updated
The SLIP+ system uses contact information to reach out to our customers on a regular basis to provide system updates, state regulation updates, and much more. We ask that you login to your SLIP+ for States account and confirm that your contact information is accurate.
To update your user details in SLIP+, follow these instructions:
- Click on the user’s name in the top right of the SLIP+ screen and select Settings from the drop-down.
- Select “User Manager” from the left side of the menu.
- Click the username in the user table.
- Make the necessary changes and click Save.
If you have any questions on how to make these updates, please contact our staff at info@slipplus.com.
Registering for an Agency SLIP+ for States Account
If your organization files premium taxes on behalf of two or more agents, you qualify for an Agency SLIP+ for States account.
This allows centralized filing while keeping each agent’s individual SLIP+ account active.
- Register for an Agency Account
- Visit the SLIP+ for States Login and select “Register now” and then “Agency”.
- Submit the required agency information.
- The primary contact will receive login credentials by email.
- Add Agents to the Agency Account
- Each agent must already have their own SLIP+ for States account with a unique username and password.
- Each agent must complete and sign the Agent Authorization Form (available in the agency's account settings).
- Submit completed forms to our office.
- Our office will link the agents to your agency account.
Once agents are linked, you may file policies through the centralized agency login, or through each agent’s individual account, whichever works best for your workflow.
Compliance requirements (ie. Annual Filings) must be submitted through the agent’s personal SLIP+ account.
Assessments are Live
The January and February 2026 assessments for the U.S. Stamping Offices are live.
In addition to the fifteen U.S. Stamping Offices, FSLSO has included its SLIP+ and SLIP Legacy clients. View the full reports by clicking on the button below.
If you have any questions, please contact SLIP+ staff at 877.267.9855 or by email at info@slipplus.com.
