Guidance for Insurers When Submitting Life and Annuity Product Filings

Life Product Outlines and Checklists

Product Type Last Updated
Product Outlines Product Checklists
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General Information

Introductions

    03/15/1999      

Readability Form (Flesch)

Introduction (MSWord)
Readability Form Part 1 (PDF)
Readability Form Part 2 (MSWord)
Department February 18, 1982 letter (PDF)

Policy Form Compliance Certification

        08/23/2004 08/23/2004

Optional Supplemental Policy Form Compliance Certification

        03/26/2013  

4228(h) - Selfsupport

Multiple Term Life Insurance Plans

Nonforfeiture Issues

Nonforfeiture Issues

Variable Issues

09/16/2005   09/16/2005      

Summary Form

Group Annuity, Group Funding Agreement and Synthetic GIC Policy Forms

Individual Life Insurance

 

Individual Whole Life and Endowment

12/15/2014 12/20/2012 12/15/2014 12/15/2014    

Individual Term Life

10/26/2018 11/01/2016 10/26/2018 10/26/2018    

Individual Universal Life

08/23/2018 01/22/2015 08/23/2018 08/23/2018    

Individual Variable Life

03/08/2013 07/28/2010 03/08/2013      

Individual Life Insurance Application

10/10/2017 06/10/2014 10/10/2017 10/10/2017    

Individual Economatic Life Products

09/27/2012 12/10/2001 09/27/2012      

Individual Joint Life

10/29/2012 10/05/2001 10/29/2012      

Group Life Insurance

 

Group Term Life

07/11/2012 01/27/2010 07/11/2012      

Group Universal Life Insurance

08/23/2018 07/03/2013 08/23/2018 08/23/2018    

Group Variable Universal Life Insurance

10/11/2013 09/09/2002 10/11/2013      

Individual Annuities

 

Individual Fixed and/or Variable Deferred Annuity Outline

05/20/2014 11/29/2011 05/20/2014 05/20/2014    

Group Annuities

 

Group Fixed and/or Variable Annuity Contracts Subject to Individual Standards

07/25/2014

08/02/2012

07/25/2014

07/25/2014

 

 

Allocated Group Annuity Contracts Not Subject to Section 4223

05/21/2013 02/25/2002 05/21/2013      

Guaranteed Interest Contracts

10/11/2013 05/06/1999 10/11/2013      

Separate Account Agreements

10/11/2013 01/30/2001 10/11/2013      

Immediate Participation Guarantee and Deposit Administration Contracts

12/14/2012

08/11/2000 12/14/2012      

Synthetic Guaranteed Investment Contracts

06/03/2013 07/17/2000 06/03/2013      

Group Annuity Terminal Funding and Close Out Contracts Outline

09/24/2012 03/23/2000 09/24/2012    

 

Credit Insurance

 

Credit Insurance

05/03/2013 09/09/2002 05/03/2013      

Other

 

Fraternal Benefit Societies

06/06/2013   06/06/2013      

Accelerated Payment of the Death Benefit Product Outline

04/20/2016 07/09/2012 04/20/2016 04/20/2016    

Charitable Gift Annuities

02/06/2019

09/07/2017

02/06/2019

02/06/2019

   

Company-Owned Life Insurance

10/17/2013 02/28/2002 10/17/2013      

Immediate Annuities

02/28/2013   02/28/2013      

Individual and Group Funding Agreements

05/03/2013 01/18/2001 05/03/2013      

Viatical Settlements

07/07/1999          

Equity-Index Products, Design Guidance

10/31/2007   10/31/2007      

Fund Change Only

11/01/2010          

Reference Area

Statutes, Regulations and Circular Letters Which Impact the Product Outlines