Life

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. Actuarial Memorandum (see Section II on Product Standards)
  7. Supplemental Standards for alternative workers' compensation accident and disability: Word, PDF

NOTE: Filing accident-only policies that have dismemberment or death benefit and/or dismemberment or death benefit rider - see requirements under Health Filings.

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