Montana - Clarification of Fees

We have received the following confirmation from the Office of the Montana State Auditor regarding Surplus Lines Fees.

Producer fee limit: $100 for Commercial Lines or $50 for Personal Lines.

1. The Montana surplus line tax and fire tax applies to any fees paid to the carrier.

2. The Montana surplus line tax and fire tax does not apply to any fees paid to the surplus line broker.

3. If the broker requires an inspection they can seek reimbursement of the fee however, it must be included in the premium and taxed accordingly.