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Individual term

Filing requirements

  1. NAIC TransmittalForm, instructions, and Product Code matrices for completing transmittal forms
  2. Instructionsfor 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)