Search Results: "naic filing checklist"
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Property and Casualty - NAIC Financial Standard State Filing Checklists for filings due in 2023
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Title - NAIC Financial Standard State Filing Checklists for filings due in 2023
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Life and Health - NAIC Financial Standard State Filing Checklists for filings due in 2020
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Health Organizations - NAIC Financial Standard State Filing Checklists for filings due in 2020
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Uniform Checklist for Reciprocal Jurisdiction Reinsurers
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Pediatric Dental Benefits Embedded in a Health Insurance Product Complying with Essential Health Benefit Requirements
NAIC Product Checklists
SERFF Instructions
Variability Guidance Document
Accident and Sickness
- Accident and Sickness Applications
- Embedded Dental
- Essential Health Benefits
- Explanation of Benefits
- Group Accident Only and Indemnity Insurance
- Group Association Short-Term Limited-Duration Major Medical, PPO, Hospital-Medical-Surgical
- Group Disability Income
- Group Family Leave Insurance
- Group Long-Term Care Insurance
- Group Long-Term Care Rider
- Group Medicare Supplement Insurance
- Group Medicare Supplement Applications
- Group Specified Disease and Cancer Only
- Group Stand-Alone Dental
- Group and Individual Stand-Alone Vision and/or Hearing Policy
- Individual Accident Only Insurance
- Individual Disability Income
- Individual Hospital Confinement Indemnity
- Individual Income Replacement
- Individual Long-Term Care Insurance
- Individual Long-Term Care Insurance Rider
- Individual Major Medical, PPO, Hospital-Medical Surgical
- Individual Medicare Select Insurance
- Individual Medicare Supplement Applications
- Individual Medicare Supplement Insurance
- Individual Short-Term Limited-Duration Major Medical, PPO, Hospital-Medical-Surgical
- Individual Specified Disease Insurance
- Individual Stand-Alone Dental
- Large Group Major Medical, PPO, Hospital-Medical Surgical
- Long-Term Care Applications
- Long-Term Care New Rate Filing Checklist
- Long-Term Care Rate Revision Checklist
- Mental Health and Substance Use Disorder Benefits Parity
- Health Rate Review Checklist
- Virginia ACA Rate Filing Template
- Virginia ACA Rate Filing Template Instructions
- Template for data supporting rate revisions Form 130A (Not used for ACA plans)
- Trend analysis detail Form 130B (Not used for ACA plans)
- Health Insurance Rate Request Summary Part 1
- Unified Rate Review Template
- Part III Actuarial Memorandum
- Reinsurance Care Management Protocol Assessment
- Virginia Medigap Premium Finder - Premium Table Submission Instructions
- Virginia Medicare Supplement Premium Data Table 1
- Virginia Medicare Supplement Premium Data Table 2
- Individual - Virginia Dental Rate Template
- Small Group - Virginia Dental Rate Template
- Small Group Major Medical, PPO, Hospital-Medical-Surgical
- Stop Loss/Excess Loss
- Student Health Small Group Major Medical, PPO, Hospital-Medical-Surgical
- Virginia Plan Schedule Comparison (Exchange-certified stand-alone dental only)
Annuity
- Equity Index Products
- Fraternals
- Group Annuity
- Group Variable Annuity
- Individual Annuity
- Individual Variable Annuity
- Life/Annuity Applications
- Market Value Adjustment Products
- Preneed Funeral Products
Assumption Certificates
Credit Insurance
- Credit Accident and Sickness Insurance
- Credit Life Insurance
- Credit Life/Accident and Sickness Application/Disclosures
Dental or Optometric Services Plans
- Individual and Group Dental Services Plan
- Rate Review Checklist
- Individual - Virginia Dental Rate Template
- Small Group - Virginia Dental Rate Template
- Template for data supporting rate revisions Form 130A
- Virginia Plan Schedule Comparison (Exchange-certificate stand-alone dental only)
Dental Plan Organizations
- Individual Stand-Alone Dental Plan Organizations
- Group Stand-Alone Dental Plan Organizations
- Rate Review Checklist
- Individual - Virginia Dental Rate Template
- Small Group - Virginia Dental Rate Template
- Template for data supporting rate revisions Form 130A
- Virginia Plan Schedule Comparison (Exchange-certificate stand-alone dental only)
Foreign Language Forms
Health Maintenance Organizations (HMOs)
- Embedded Dental
- Group Association Short-Term Limited-Duration HMO
- HMO Large Group
- Individual and Group HMO Stand-Alone Dental Plan
- Individual and Small Group HMO
- Individual Short-Term Limited-Duration HMO
- Long-Term Care New Filing Checklist
- Long-Term Care Rate Revision Checklist
- Mental Health and Substance Use Disorder Benefits Parity
- Rate Review Checklist
- Virginia ACA Rate Filing Template
- Virginia ACA Rate Filing Template Instructions
- Template for data supporting rate revisions Form 130A (Not used for ACA plans)
- Trend analysis detail Form 130B (Not used for ACA plans)
- Health Insurance Rate Request Summary Part 1
- Unified Rate Review Template
- Part III Actuarial Memorandum
- Reinsurance Care Management Protocol Assessment
- Individual - Virginia Dental Rate Template
- Small Group - Virginia Dental Rate Template
- Student Health HMO
- Virginia Plan Schedule Comparison (Exchange-certified stand-alone dental only)
Health Services Plans
- Embedded Dental
- Group Association Short-Term Limited-Duration Health Services Plans
- Individual and Group Health Services Plans Stand-Alone Dental
- Individual and Small Group Health Services Plans
- Individual Short-Term Limited-Duration Health Services Plans
- Large Group Health Services Plans
- Long-Term Care New Filing Checklist
- Long-Term Care Rate Revision Checklist
- Mental Health and Substance Use Disorder Benefits Parity
- Rate Review Checklist
- Virginia ACA Rate Filing Template
- Virginia ACA Rate Filing Template Instructions
- Template for data supporting rate revisions Form 130A (Not used for ACA plans)
- Trend analysis detail Form 130B (Not used for ACA plans)
- Health Insurance Rate Request Summary Part 1
- Unified Rate Review Template
- Part III Actuarial Memorandum
- Reinsurance Care Management Protocol Assessment
- Individual - Virginia Dental Rate Template
- Small Group - Virginia Dental Rate Template
- Student Health Health Group Plans
- Virginia Plan Schedule Comparison (Exchange-certified stand-alone dental only)
Legal Services Plans
Life Insurance
- Accelerated Death Benefits
- Equity Index Products
- Fraternals
- Group Flexible Premium Adjustable Life
- Group Life
- Group Variable Life
- Individual Flexible Premium Adjustable Life
- Individual Life
- Individual Variable Life
- Market Value Adjustment Products
- Preneed Funeral Products
- Variable Life Application
Viatical Settlements
ACA Rate & Form Filing Information
Notify me of updates to this page
Use the information below to prepare product filings to comply with the requirements of the Patient Protection and Affordable Care Act (PPACA), also referred to as the Affordable Care Act (ACA).
General Filing Instructions and Plan Management General Instructions may be found in SERFF.
Timeline of BOI Plan Management and General Review Activities
Important NAIC Product Checklists
- Essential Health Benefits Checklist
- Mental Health and Substance Use Disorder Benefits Parity
- Rate Review Checklist
- NAIC Product Review Standard State Filing Checklists for Life and Health
Guidance Information
- Essential Health Benefits (EHBs)
- Premium Rate Review Requirements
- Rating Areas (Revised 6/06/2013)
- Composite Premiums in the Small Group Market – Information (Revised 03/10/2015)
Advisories
- Bureau of Insurance Statement Regarding the Extension of Individual and Group Health Insurance Plans (11/19/2014)
- Bureau of Insurance Statement Concerning Policy Renewals and Discontinuances (10/02/2014)
Past Workshops and Meetings
- 2024 Teleconference with Carriers – March 28, 2023
- 2023 Premium Rate Presentations – August 10, 2022
- 2023 Teleconference with Carriers – March 29, 2022
- 2022 Premium Rate Presentations – August 11, 2021
- 2022 Teleconference with Carriers - March 30, 2021
- 2021 Premium Rate Presentations – August 17, 2020
- Teleconference with carriers – March 31, 2020
- 2020 Premium Rate Presentations – July 18, 2019
- Teleconference with carriers to discuss ACA filing issues – March 28, 2019
- 2019 Premium Rate Presentations - July 24, 2018
- Skype Meeting to introduce the new Virginia Rate Filing Template - Thursday, April 19, 2018
If you have any questions regarding any information on this page or in any of the attachments, please contact us at ACAFilingInfo@scc.virginia.gov
Life & Health
- 2023 Plan Year Implementation Calendar
- Product Information
- Health Carriers
- Life & Health Data Calls
- Long Term Care Annual Rate Reports (Instructions and Reporting Forms)
- Long Term Care Forms (14 VAC 5-200)
- Common Problems Identified by the L&H Market Conduct Section
- Medicare Supplement Forms (14 VAC 5-170)
- Credit Insurance Experience Exhibit and Questionnaire
- Shared Savings Program Demonstration (§38.2-3462) Carriers submit updates for review prior to offering any Program that varies from the previously filed and reviewed Program. See Administrative Letter 2020-01 for submission requirements and information.
- Shared Savings Annual Report (§ 38.2-3462) (Due April 1, 2022)
- Virginia Group Health Insurance Medical History Form (currently unavailable)
- Interstate Insurance Compact
- The Interstate Insurance Compact is an important modernization initiative that benefits state insurance regulators, consumers and the insurance industry. The Compact established a multi-state public entity, the Interstate Insurance Product Regulation Commission (IIPRC) which serves the Member States. The IIPRC serves as a central point of electronic filing for certain insurance products, including life insurance, annuities, disability income and long-term care insurance to develop uniform product standards, affording a high level of protection to purchasers of asset protection insurance products. We encourage insurance companies to submit filings through the Interstate Compact. Learn more about the Compact.
