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Product Outlines and Filing Guidance

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Product Outlines and Filing Guidance

Product Outlines/Filing Guidance

Updated (if applicable)

Life Products Outlines and Checklists 10/26/2018
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

Filing Guidance for Regulation 210 Annual Disclosure of Adverse Changes

04/18/2019

Supplemental Guidance for Change in Annuitization Start Date under Guaranteed Paid-up Deferred Annuities

05/16/2018

Guidelines for Plan of Operations and Actuarial Projections for License Applications and Changes in Corporate Structure (PDF)

05/12/2017

General SERFF Guidelines for Form Filings

01/19/2017

Circular Letter No. 6 (2004)

 

Guidance for Filing Qualified Longevity Annuity Contracts (QLAC) 

06/24/2015

Guidelines For The Preparation Of Plans Of Operation For Separate Accounts

April 2014

Guidance for filings in response to the withdrawal of Supplement No 1 of Circular Letter 27 (2008)

08/02/2013

Guidance for Over Loan Protection Benefits

07/29/2013

Filing Guidance for Changes to MIB, Inc. Authorization Forms

01/13/2012

Filing Insurance Policy Forms in Accordance with Insurance Law §1113(a)(1)(E) Authorizing the Acceleration of Death Benefits When an Insured Resides in a Nursing Home

04/08/2011

Filing Guidance for Changes to Sections 1113(a)(1)(D) and 3230

12/20/2017

Filing Guidance on Changes in the Investment Options of a Separate Account for Group and Individual Variable Products

11/01/2010

Guidance for Filings made to comply with Supplement No. 1 to Circular Letter 27 (2008)

12/09/2009

Guidance for Guaranteed Paid-up Deferred Annuities

03/13/2009

Guidance on Dividend Disclosure under 3209(b)(2)(C) for Equity Indexed Annuity Contracts and Life Insurance Policies

10/31/2008

Guidance for Illustrations of Variable Annuity Contracts

10/16/2008

Guidance for Life Insurance Policy Illustrations

08/22/2008

Equity Index Annuities

07/07/2008

Guidance for Readability Requirements – Electronic Version

01/15/2008

Filings for First Amendment to Regulation 149 (PDF)

11/20/2007

Filing Guidance for Combination Life and Accident & Health Submissions (PDF)

11/15/2007

Equity-Index Products - Guidance for product design (PDF)

10/31/2007

Maturity Date of Whole Life Policies (PDF)

05/01/2007

Section 4228(h) Statements of Selfsupport for Multiple Term Life Insurance Plans

07/28/2006

Variable Material

 

Filing Guidance For Making Address Changes, Name Changes and Merger/Name Changes

09/02/2005

Annuity Nonforfeiture Interest Rate - Filing Guidance on Changes to Section 4223(c)(2)(C) of the Insurance Law

03/23/2005

Fixed Account Availability Restrictions

12/04/2003

Filing Guidance on The Recent Changes to Section 4221 (o)(1)(F) of The Insurance Law (Term Insurance)

01/06/2003

War Exclusions and Restrictions

10/17/2003