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.