Filing requirements

  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 for forms: Word, PDF
  5. If filing rates:
    Standards for Rates Word, PDF
    Supplemental documents for filing rates:
  6. If only filing an application:
    Product Standards Word, PDF

Current filing forms

Helpful hints