Supplemental riders/endorsements – annuities

​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