Filing Requirements

Credit Life and Health

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 97,   PDF



4. Product Standards: Word 97,   PDF



5. Readability Certification



6. Schedule of Rates



7. Underwritten Application - Guidelines

Rate Deviation Filings

1. Transmittal and Standards: Word 97,   PDF



2. Cover Letter (See Transmittal for instructions)



3. Actuarial demonstration (See Section II on Transmittal)



4. Certificate of Compliance: Word 97,   PDF