Filing Requirements - Individual Life

Whole Life

1. NAIC Transmittal Form, instructions, and Product Code matrices for completing transmittal forms
2. Instructions for the Filing Description on the Transmittal (cover letter)
3. Certificate of Compliance: Word,   PDF
4. Product Standards
   • Whole Life: Word,   PDF
   • Current Assumption Whole Life: Word,   PDF


5. Readability Certification
6. Acturial Memorandum (see Requirements for Rates on Product Standards)
   • Appendix B: Word,   PDF