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Credit – life


​Filing requirements

Forms filing

  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. Schedule of Rates
  7. Underwritten Application - Guidelines

Rate deviation filings

  1. Transmittal and Standards: Word | PDF
  2. Cover Letter (See Transmittal for instructions)
  3. Actuarial demonstration (See Section II on Transmittal)
  4. Certificate of Compliance: Word | PDF