Filing Requirements - Individual or Group Annuities

Immediate Annuities

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. Actuarial Memorandum (see Rate Requirements on Product Standards)
7. Statement of Variability, if applicable