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Life Insurers

Recent Updates

Items	Updated Date
Life Product Outlines and Guidance	04/14/2021
VUL Illustration and Preliminary Information Guidance	03/09/2021
Changes to Maximum Nonforfeiture Interest Rates	02/19/2021
Accelerated Payment of the Death Benefit Product Outline	02/19/2021
Industry Letters, Surveys, Valuation Year-End Forms and Instructions for Domestic Life Insurers and Domestic Fraternal Organizations	12/18/2020
Industry Letters, Surveys, Valuation Year-End Forms and Instructions for Foreign Life Insurers, Foreign Fraternals and Accredited Reinsurers	11/18/2020
Individual Fixed and/or Variable Deferred Annuity Outline	10/06/2020
Frequently Asked Questions Regarding Amendment No. 1 to Regulation 213	07/21/2020
Guidance Regarding Expedited Approval of SECURE Act of 2019 Submissions	05/08/2020
Individual Life Insurance Application	02/19/2020
Frequently Asked Questions Regarding First Amendment of Regulation 187	02/12/2020
Guidance Regarding Regulation 195 – SERFF Required for Policy Form, Rate, and Compensation Filings made to the Life Bureau	12/5/2019
Charitable Annuity Reserve Requirements	10/01/2019
Supplemental Guidance Regarding Section 224.6(h) of Regulation 187	09/11/2019
Frequently Asked Questions Regarding Section 224.4(f) of Regulation 187	09/06/2019
Maximum Reserve Valuation and Maximum Life Policy Nonforfeiture Interest Rate	09/04/2019
Procedural Guidance for Insurers Filing Disclosure Pursuant to Sections 224.4(m) and 224.6(h) of Regulation 187 or for adding Producer Attestations or Certifications to Application Policy Forms	05/29/2019

Selected Industry Letters

Use of the 2017 CSO Mortality Table for Nonforfeiture and Reserve Calculations for Policies subject to Section 4221(n-1) of the New York Insurance Law and Policies subject to Regulation 77
Filing Requirements for using the 2017 CSO Mortality Table
Supplement to Requirements for using the 2017 CSO Mortality Table

Agent Compensation

Checklist for Filings Submitted to Demonstrate Compliance with Section 4228

Surplus Notes

Guidance on Maximum Surplus Calculation Established Under Section 4219 of the Insurance Law