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Guidance for Insurers When Submitting Life and Annuity Product Filings

Life Product Outlines and Checklists

Product Type

Last Updated
Product OutlinesProduct Checklists
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Of
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Current Version (Word)Current Version (PDF)

General Information

Introductions

03/15/1999

Readability Form (Flesch)

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

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

12/20/2012 11/21/2011 12/20/2012 12/20/2012

Individual Term Life

01/27/2014 06/28/2012 01/27/2014 01/27/2014  

Individual Universal Life

07/24/2012 09/09/2002 07/24/2012  

Individual Variable Life

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

Individual Life Insurance Application

06/10/201409/09/201306/10/201406/10/2014

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

07/03/201309/09/200207/03/2013

Group Variable Universal Life Insurance

10/11/201309/09/200210/11/2013

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

08/02/2012 06/30/2010 08/02/2012 

 

 

Allocated Group Annuity Contracts Not Subject to Section 4223

05/21/201302/25/2002 05/21/2013    

Guaranteed Interest Contracts

10/11/201305/06/199910/11/2013

Separate Account Agreements

10/11/201301/30/200110/11/2013

Immediate Participation Guarantee and Deposit Administration Contracts

12/14/2012

08/11/2000 12/14/2012    

Synthetic Guaranteed Investment Contracts

06/03/201307/17/200006/03/2013

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

07/09/2012 12/15/1999 07/09/2012

Charitable Gift Annuities

07/11/2013 06/29/2012 07/11/201307/11/2013

Company-Owned Life Insurance

10/17/201302/28/200210/17/2013

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

10/31/200710/31/2007

Fund Change Only

11/01/2010

Reference Area

Statutes, Regulations and Circular Letters Which Impact the Product Outlines

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Updated 06/11/2014