Skip to main content

Individual term

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. Acturial Memorandum (see Section II on Product Standards)
  7. Filing Rate Changes or Adding Payment Plans (see requirements for Term Life Rate Changes or Adding Plans)