February 22, 2013 - Oregon State Bar

(E) If an attorney is paying his or her
assessment on an installment basis and will be
leaving the private practice of law in Oregon prior
to the last calendar month of the nerzt installment
period, the attorney may simultaneously (1) fle
an Application for Proration and Request for
Exemption indicating the anticipated date of
leaving the private practice of law in Oregon, and
(2) pay a reduced installment payment as
calculated by the PLF based on the anticipated
date of leaving the private practice of law in
Oregon. The attorney will be responsible for
notifying the PLF immediately if the attorney's
actual last day of private practice in Oregon is
different than the date previously indicated to
the PLF, and will be required to pay immediately
any additional assessment amounts which may
be due based upon the correct date.
BOO 9/36/94; 90G 11/33/94, B00 B/11/95; BOG 11/13/95; BOA 8/9/96;
BOG 9/35/96)
3.450
In the discretion of the Chief Executive
Officer, assessments which were inadvertently or
erroneously paid to the Professional Liability
Fund when an attorney was eligible or required
to claim an exemption from participation in the
PLF may be refunded upon request. blewever~+e
-w^-.~._«^o'.~.,onm^°..~~.^ ° °.Refunds are
limited to the current plan year and the prior plan
ear assessments aid in error and will not
include service charges or late fees. No more
than two plan years shall be included in the
refund calculation. As payments_ are accepted
on an individual attorney basis, and not on a frm
or partnership basis, the staff of the PLF will
inquire as to the party who made the assessment
payment, and if payment was made by the
attorney's former frm on his or her behalf, the
refund check will be made payable to both the
individual attorney and to the firm.
~BOD 9/36/94; 90G 11/II/99) 000 B/9/96; 90G 9/35/96- BOD UB/lU/1.:
POG t?T)
3.500 PLAN FOR SPECIAL UNDERWRITING
ASSESSMENT
(A) Plan for Special Undenvritine
Assessment: Lawyers will be subject to a Special
Underwriting Assessment (SUA) to be assessed
under the following terms and conditions. This
Plan for Special Undervvriting Assessment may be
changed oramended in the future.
(B)
Special Underwritinz Assessment:
(1) The surcharge assessed on
January 1 of each year will be based upon the total
of all payments for indemnity and expense
(including Claims Expense Allowance) paid on a
claim or group of related claims in excess of an
aggregate amount of $75,000 per claim. If a claim
is vart of a erouo of related claims for which
resoonsibility is allocated pursuant to 3.5001D) the
SUA will be based on the amount in excess of
$75,000 of the indemnity and expense allocated to
each Covered Party o ^'^ ,° r'^ ^` "' (the
"Base Amount'). SUA will be assessed for all
claims which are settled or closed 6y the PLF
d •' ~~~:.=-a„~,. ^"'^g- September
30 of the prior year. The surcharge for each claim
^-*,~-'-;:Twill be equal to 1%of
the Base Amount so calculated and will be charged
for each of the next five years. kUkea-a-Elaiaa-eo
_~_
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..
(2) All present and former Covered
Parties will be assessed according to these
provisions, but a Covered Party will be required
to pay the SUA only if the Covered Party
maintains current coverage with the PLF at the
time of the SUA assessment.
~BOD 6/30/03; 90G 9/18/03
PLF Polio/ Manual
January~28i~~2013
Page 25