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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. If filing Individual include:
  8. Appendix A with Actuarial Memorandum: Word | PDF