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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
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