Checklist

Accident and Health Product Filing Checklists and Outlines

Accident and Health Product Checklists and Outlines

CategoryIndividual ProductGroup Product
AccidentIndividual Accident or Accidental Death and Dismemberment ChecklistGroup accident or Accidental Death and Dismemberment Checklist
DBL CoverageStatutory Disability Benefits Law (DBL) Coverage Checklist for SERFF FilingsGroup Disability Benefits Law (DBL) Coverage Checklist
DentalNYSOH and Pediatric Dental EHB Certified Individual Stand-Alone DentalNYSOH and Pediatric Dental Group Checklist
Large Group and Non Pediatric Dental EHB Certified Small Group DentalLarge Group and Non Pediatric Dental Group Checklist
Disability IncomeDisability Income ChecklistGroup Disability Income Checklist

Disability Income (Business Overhead) Checklist

Disability Income (Business Overhead) Outline

 
Electronic ApplicationsElectronic Applications Supplemental WorksheetElectronic Applications Group Checklist
Hospital IndemnityTBATBA
Long Term Care

Long Term Care – non-Partnership (Tax-Qualified) Checklist

Long Term Care – non-Partnership (Tax-Qualified) Outline

Group Long Term Care Checklist

Nursing Home and Home Care (Tax-Qualified) Checklist 

Nursing Home and Home Care (Tax-Qualified) Outline

Group Nursing Home and Home Care Checklist
MedicalComprehensive Health Insurance - Large Group Commercial Insurers, Article 43 Corporations, and HMOsGroup Comprehensive Health Checklist
Individual Marketplace Checklist 
Off Exchange ChecklistGroup Off-Exchange Checklist
Medicare Supplement ChecklistGroup Medicare Supplement Checklist
Specified DiseaseSpecified Disease – Non-Recurring (Lump Sum) ChecklistGroup Specified Disease Checklist
 Specified Disease – Recurring (Conditions Benefits on Ongoing Treatment) ChecklistIn progress
Stop LossStop Loss InsuranceGroup Stop Loss Checklist
Student HealthStudent Accident and Health Insurance ChecklistGroup Student Accident and Health Insurance Checklist