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Rating organization form adoption

Filing requirements

Adoption of rating organization forms as a member for whom the bureau has filing authority is automatic as long as membership and filing authority is maintained. No notification to Oregon is required.

If the insurer has not given the bureau filing authority, the insurer must make an independent filing of all material they wish to use. Forms will be listed under the Form Schedule Tab in SERFF.

Non-adoption or delay of adoption:

Rating organization members non-adopting or delaying adoption of approved rating organization forms need to make the appropriate SERFF filing.

Supplemental forms:

Rating organization members partially adopting approved rating organization forms and supplementing with individual company forms must make a complete line-specific form filing using the filing requirements in SERFF for the particular product being filed.