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. Readability Certification
  6. If filing sales material that contains an application: Word,   PDF
  7. For Individual include:
  8. Appendix A with Actuarial Memorandum: Word, PDF