Life, Accident, & Health Review Requirements Checklists

Filings submitted with out-of-date checklists will be rejected until the new checklist accompanies them.

Associated ACA Checklists

 

NOTICE: For plan year 2018, the Department has developed a unified checklist for all ACA Individual and Small Group filings. This checklist must be used for all ACA complaint filings. Filings submitted with out-of-date checklists will be rejected until the new checklist accompanies them. The new checklist is listed below.

Rate Checklists

Accident & Health Checklists

 

Excess Risk/Stop Loss filings are done on an INFORMATIONAL basis

Life & Annuity Speed to Market

Life & Annuity Review Requirement Checklists

 

Review Requirement Checklist Word documents must be saved as PDFs prior to uploading to SERFF.

Credit Filings Checklists

Company Filings — All Lines

Viatical Settlement Review Requirement Checklists