Long-term care

Filing requirements

NAIC TransmittalForm, instructions, and Product Code matrices for completing transmittal forms
Instructions for the Filing Description on the Transmittal (cover letter)
Certificate of Compliance: Word | PDF
Product standards: Word | PDF
Readability Certification
Long-term Care Partnership Certification: Word | PDF

If filing Individual include:

Appendix A with Actuarial Memorandum: Word | PDF

If filing an application with this product please include form 440-2442H with your filing

NOTE: Stand-alone nursing home, assisted living, and home health care type coverage's have different product standards than long-term care. Refer to the separate listed filing requirements for each product.

Current filing forms

Helpful hints

General filing tips
Approval requirements for rate filings
Organization and formatting of forms
Health advertising filing tips
Health filing tips
Life and Health policy filing guidelines
Hospital Confinement - Indemnity - Limited Benefit Plans
Rate review - R2D2 Data Elements Guide
Forms Variability Guidelines
New and innovative product designs
Value Added Benefits and Services

Associations, Trusts and Discretionary Groups

Effective July 1, 2007, Oregon law changed the division's regulation of Associations, Trusts, and MEWAs. Refer to detailed filing requirements on the links below.

Notification of Required Filing of Associations, Union Trusts, Trusts, and Discretionary Groups
Group Blanket – Association & Trust
Group Health – Association & Trust
Group Health – Discretionary Group
Group Health – Association Health Plans (AHPs)

Long-term care

Filing requirements

Current filing forms

​​Helpful hints

​Associations, Trusts and Discretionary Groups

Helpful hints

Associations, Trusts and Discretionary Groups