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Filing Requirements - Individual Life

Variable 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. Acturial Memorandum (see Section II on Product Standards)
  6. Filing Rate changes (include requirements 1, 2, 3, and 5 above)