Filing requirements

  1. NAIC Transmittal Form, instructions, and Product Code matrices for completing transmittal forms
  2. Instructions for the Filing Description on the Transmittal (cover letter)
  3. Certificate of Compliance: Word, PDF
  4. Product Standards:
    • Accelerated Death Benefits: Word, PDF
    • Long Term Care funded by an accelerated death benefit: Word, PDF
    • Disability: Word, PDF
    • Accident & Accidental Death and Dismemberment: Word, PDF
    • Other Riders, Endorsements & Amendment: Word, PDF
  5. Readability Certification