Product Filing Checklists & Guidance Documents

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Guidance Documents

SERFF Instructions
Annuity Forms used with Pension Risk Transfer Agreements
Family Leave Coverage Guidance Document
Medicare Supplement Guidance
Variability Guidance Document
Wellness Benefits in Excepted Benefit Policies Guidance

Product Checklists by Category

Accident and Sickness


Assumption Certificates

Credit Insurance

Dental or Optometric Services Plans

Dental Plan Organizations

Foreign Language Forms

Health Maintenance Organizations (HMOs)

Health Services Plans

Legal Services Plans

Life Insurance

Viatical Settlements