Filing Requirements - Associations, Trusts, and Discretionary Groups

Group Life

1. Transmittal and Standards: Word,  PDF
2. Cover Letter
3. Certificate of Compliance: Word,  PDF
4. If filing forms for in-state or non-exempt, include:
   
   • Group Life Product Standards: Word,  PDF or
   • Group Annuity Product Standards: Word,  PDF
5. If filing a non-exempt discretionary group, include Appendix C:
    Word,   PDF