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Disability

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:
  7. Appendix A with Actuarial Memorandum: Word | PDF

Current filing forms

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​​Helpful hints

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​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.

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