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Individual variable annuities (with or without fixed accounts)

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: Word | PDF
  5. Actuarial Memorandum (see Rate Requirements on Product Standards):  Appendix IA and IB
  6. Supplement A (Fixed Account Equity Index or Two-tiered annuity):  Word | PDF
  7. Statement of Variability, if applicable