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E-notify history

Current E-notifications sent by the Rates and Forms Section are available below.

Click on a title below for details.

2022

New PRODUCT STANDARD and Updated one​

  • 440-3308  –   Transmittal and Standards for Life & Annuity Advertisements.

  • 440-5809 –  PAID LEAVE OREGON (NEW) This is still in draft form and will be updated about 10/15/22. Must be filed under one of the two TOI’s and be filed using form/rate/rules. This Product is not eligible to be filed thru the Compact(IIPRC) and should not be mixed and matched with any forms or rates approved by the IIPRC.

This e-notify was distributed to the following groups:
Rates & Forms Updated Product Standards


Updated Product Standards

Note: An error in the link to 440-3610, Liability for Personal/Commercial lines opened 440-3627, Inland Marine product standards by mistake. This error has been corrected in this email message. We apologize for any confusion.

Following were updated on our website today as we discussed on meeting we had on Wednesday:

You can find a list of Current Filing Forms here: /rates-forms/Documents/current-filing-forms.pdf

This e-notify was distributed to the following groups:
● Product Standards updates



Updated Product Standards

440-2445 have now been posted to the web for Stop Loss files.

You can find a list of Current Filing Forms here: /rates-forms/Documents/current-filing-forms.pdf

This e-notify was distributed to the following groups:
● Product Standards updates



Updated Product Standards

There have been some changes to our standards so please pay attention to those changes.

Current forms list shows in red edition dates which ones have changed.

Updated documents in SERFF:

  • 2023 – FAQ – Plan Management General Instructions for HBP located under attachments at the bottom of the page.


​SERFF Updates for Annual Reports

  • How to file Annual Required reports rev 3-22.pdf (under General Instructions for Oregon) Expanded options of what you can file.
  • New Life & Health items submitted thru SERFF Now

New reports are now available on SERFF for Health. These can be accessed by Entering TOI: Annual Required Reports and Filing type of Annual Reports, from there you choose which report you are trying to file.

    • Accident and Health Advertising Certificate of Compliance
    • Illustration Actuary Certification
    • Medicare Select Quarterly-Updated list of Network Providers
    • Multiple Medicare Supplement Report
    • Annual Network Adequacy
    • Health Recessions Reporting
    • Long Term Care – Claim Denials
    • Long Term Care – Lapses & Replacements
    • Long Term Care - Recessions
    • Long Term Care – Suitability
    • Patient Protection – Grievances and Appeal
    • Patient Protection – Network Adequacy
    • Patient Protection – Quality Assessment
    • Patient Protection – Utilization Review
    • Prompt Pay
    • Mental Health Parity - NEW
    • Medicare Supplement Refund Calculations – NEW

This e-notify was distributed to the following groups:
Rates and Forms New Developments.



​​Updated Product Standards

Health, Life, Annuities and PC should pay attention to this updated Product Standards.

Current forms list has been added to our website:

440-3637  Changes to Business Operations

  • Assumptions,
  • Mergers,
  • Name changes or demutualization,
  • Discontinuing a PC Line or type of product,
  • Redomestication,
  • Logo change

440-4872  Individual and Small Group Health Benefit Plan Rates

This e-notify was distributed to the following groups:
● Product Standards updates


​Draft 2023 filing deadlines

Date: January 14, 2022
To: All issuers selling health benefit and pediatric dental plans

Based on the Center for Medicaid and Medicare Services' (CMS) deadline for final plan data submission for 2023 plans, the Division of Financial Regulation (DFR) has prepared the following draft timeline for submission of 2023 form, rate, and binder filings. The filing deadlines apply to health benefit plans and exchange certified pediatric dental plans offered on-exchange and off-exchange. Dental products that will not be exchange certified are not required to follow this timeline.

DFR is providing these preliminary deadlines for planning purposes, but issuers are advised that we are still awaiting final federal due dates for 2023 plans. We will respond and adjust to changes in federal due dates as necessary.

Visit our Health Filing Requirements page for more information:
https://dfr.oregon.gov/rates-forms/health/Pages/health.aspx

This e-notify was distributed to the following groups:
● Rates & Forms New Developments




2021

​Oregon minimum nonforfeiture rate to remain at 1%

On Wednesday, Oct. 13, the new nonforfeiture language from NAIC Model 805 Standard Nonforfeiture Law for Individual Deferred Non-Variable Annuities will take effect in the Compact’s Uniform Standards for individual deferred annuity products. This language reduces the minimum interest rate from 1 percent to 0.15 percent. However, the minimum interest rate for deferred annuity contracts marketed and sold in Oregon must continue to follow state law, which remains at 1 percent. The compact’s deferred annuity standards state that the nonforfeiture interest rate will be determined using NAIC’s models 806 and 805, except that the minimum nonforfeiture rate must be consistent with the minimum nonforfeiture interest rate prescribed in the law of the state in which the policy is delivered or issued for delivery.

The purpose of this notification is to remind insurance companies that Oregon has not adopted the model 805 language and will continue to follow Oregon Revised Statute 743.293 Minimum forfeiture amounts for annuity policies.

This e-notify was distributed to the following groups:
New Developments, Life Insurance Issues, and Life and Health Insurance Issues.



Updated Binder documents

Documents are now online:

You can find a list of Current Filing Forms here: http://dfr.oregon.gov/rates-forms/Documents/current-filing-forms.pdf

This e-notify was distributed to the following groups:
New Developments


​Updated Product Standards

The Division has updated the following product standard:

You can find a list of Current Filing Forms here: ​/rates-forms/Documents/current-filing-forms.pdf

This e-notify was distributed to the following groups:
● Product Standards updates


​​Updated Product Standards

The Division has updated the following product standards:

  • 440-4953 Standard Provisions for Individual and Small Group Health Benefit Plan
    MEDICAL BINDER FILINGS

You can find a list of Current Filing Forms here: ​/rates-forms/Documents/current-filing-forms.pdf


This e-notify was distributed to the following groups:
● Product Standards updates

Updated Product Standards

The Division has updated the following product standards:

  • 440-3136B Form Filings Small group: Major medical health benefit plans

  • 440-3146 Form Filings Health benefit plans – individual major medical

You can find a list of Current Filing Forms here: ​/rates-forms/Documents/current-filing-forms.pdf


This e-notify was distributed to the following groups:
● Product Standards updates

Draft 2022 filing deadlines

Date: January 4, 2021
To: All issuers selling health benefit and pediatric dental plans

Based on the Center for Medicaid and Medicare Services’ (CMS) proposed deadline for final plan data submission for 2022 plans, the Division of Financial Regulation (DFR) has prepared the following draft timeline for submission of 2022 form, rate, and binder filings. The filing deadlines apply to health benefit plans and exchange certified pediatric dental offered on-exchange and off-exchange. Dental products that will not be exchange certified are not required to follow this timeline.

DFR is providing these preliminary deadlines for planning purposes but issuers are advised that we are still awaiting final federal due dates for 2022 plans. We will respond and adjust to changes in federal due dates as necessary.

Visit our Health Filing Requirements page for more information:
https://dfr.oregon.gov/rates-forms/health/Pages/health.aspx

This e-notify was distributed to the following groups:
● Rates & Forms New Developments