Speed to Market
Return to Information for Insurers
General Guidelines for SERFF Submissions
Health Insurers
- Electronic
Filings via SERFF and Priority of Review (Circular Letter No. 9 (2004))
- General Instructions for SERFF Filings in New York (PDF Format, Updated 08/19/2008)
- “Prior Approval with Certification” Filing Procedure and Forms (Circular Letter No. 4 (2003))
- Product Checklists and Outlines (All checklists are in interactive format with links to references.)
- Standard Transmittal Forms (NY-specific) for SERFF filings
- SERFF filings (NOTE: The NY-specific Standard Transmittal form is no longer required)
- non-SERFF filings (HTML format)
Life Insurers
- Circular Letter No. 6 (2004): Procedural Changes in the Approval Process for Life Insurance and Annuity Policy Form Submissions
- Certification Procedure Under Circular Letter No. 6 (2004)
- SERFF Submission to the Life Bureau
- Attachments
Property and Casualty Insurers
- Supplement No. 3 to Circular Letter No. 11 (1998)
(dated August 21, 2000):
Optional Procedures for the Filing of Policy Forms, Rules and Rates - Supplement No. 5 to Circular Letter No. 11 (1998)
(dated March 21, 2003):
Procedures for the Filing of Policy Forms, Rules and Rates: Use of Review Standards Checklists - Rate, Form, Territory, Classification and Rule
Filings:
- Not Submitted Via SERFF: General Guidelines
- Updated! Submitted Via SERFF: General Guidelines
- Attachments (in Word and PDF format)
