Filing Requirements - Individual Life

Flexible Premium Adjustable Life

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. Acturial Memorandum (see Requirements for Rates on Product Standards)
   • Appendix B: Word,   PDF