Associations and trusts

Filing requirements

Group Annuity and Life

  1. Transmittal and Standards: Word, PDF
  2. Cover Letter
  3. Certificate of Compliance: Word, PDF
  4. If filing forms for in-state or non-exempt, include:
    • Group Life Product Standards: Word, PDF or
    • Group Annuity Product Standards: Word, PDF
  5. If filing a non-exempt discretionary group, include Appendix C:
    Word, PDF