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SERFF Instructions

The Life Bureau has updated the General Instructions for filings made through SERFF.  These instructions reflect the implementation of a number of SERFF’s “best practices”.  Most notably are the adoption of the Uniform Product Coding Matrix (UPC) and the removal of a requirement for a cover letter.  There are also detailed requirements for completing the Form Schedule.

A link for the General Instructions can be found below, or can be reached at:
http://www.dfs.ny.gov/insurance/serflife.htm

Revised 10/03/2011