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 for Plans issued prior to June 2010:
Word |
PDF Product standards Plans sold on or after June 1, 2010 and Plans Sold on or after January 1, 2020:
Word |
PDF
-
Readability Certification
- Appendix A with Actuarial Memorandum:
Word |
PDF
Annual Medicare Supplement Refund Calculation Report
Insurers that offer Medicare Supplement policies are required under OAR 836-052-0145(2)(a) to submit a Medicare Supplement Refund Calculation Report by May 31 each year. The reports are to be submitted via SERFF under:
- TOI: Annual Required Reports
- Sub-TOI: Medicare Supplement Refund Calculation
- Filing Type: Annual Reports
- Reports should be separated by type.
- Individual and group must be separate.
- Pre-Standard plans are separate from all others.
- For 1990 and 2010 plans, separate by plan, but pool each 1990 plan with its corresponding 2010 plan:
- Plan A
- Plan B
- Plan C
- But pool F high deductible with regular F plan.
- Also pool J high deductible with regular J plan.
Any questions can be directed to Elizabeth McMahon at 503-947-7001 or email: elizabeth.a.mcmahon@dcbs.oregon.gov