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
    • Whole Life: Word,   PDF
    • Current Assumption Whole Life: Word,   PDF
  5. Readability Certification
  6. Acturial Memorandum (see Requirements for Rates on Product Standards)