Life and Annuity
NOTE: Effective December 1, 2011, all life rate/form filings must be submitted via SERFF; paper filings are no longer accepted. In addition, all filing fees for life rate/form filings must be submitted via SERFF using EFT.
Annuities:
- Group IRA Flexible/Single/Fixed Premium Deferred Fixed Annuity (General Account/Separate Account)(w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Group Synthetic Guaranteed Investment Contract 05/14/12
- Individual Flexible/Single/Fixed Premium Deferred Fixed Annuity(General Account/Separate Account)(w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Individual Modified Guaranteed Immediate Fixed Annuity(General Account/Separate Account) 05/14/12
- Individual Variable Annuity/Variable Accumulation Annuity Application(w/ or w/o Market Value Adjustment) 06/18/12
Credit Insurance:
- Credit Insurance Application 06/18/12
- Credit Insurance Forms and Rates05/14/12
Deregulated Products:
- Avocational or Vocational Questionnaires 06/25/02
- Group Accidental Death/Dismemberment Riders 06/25/02
- Group Annuity (No IRA Annuity or Synthetic GIC) 06/25/02
- Group Corporate/Bank/Trust Owned Universal/Variable Life (As Limited) 06/25/02
- Group Term Life 06/25/02
- Group Whole Life (No Universal Except for Group Corporate Owned as Limited) 06/25/02
- Individual Annuity Application (No Variable Annuity) 06/25/02
- Individual Corporate/Bank Owned Universal/Variable Life (As Limited) 06/25/02
- Individual Cost of Living, Guaranteed Purchase, Spouse/Children/Family Term, Other Insured, Dividend Additions, Business Exchange, Substitute Insured Riders 06/25/02
- Individual Fixed Immediate Annuity (No MVA or Interest Only) 06/25/02
- Individual Private Placement Variable Life 06/25/02
- Individual Traditional Endowment Life 05/18/05
- Individual Traditional Term Life 06/25/02
- Individual Traditional Whole Life 06/25/02
- Unisex Riders (As Limited) 06/25/02
Life Insurance:
- Group Fixed Premium Adjustable (Universal) (w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Group Flexible Premium Adjustable (Universal) (w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Group Flexible Premium Variable Adjustable (Universal) (w/ or w/o General or Fixed Account, w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Individual Endowment Insurance 05/14/12
- Individual Fixed Premium Adjustable (Universal) (w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Individual Flexible Premium Adjustable (Universal) (w/ or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Individual Flexible Premium Variable Adjustable (Universal) (w/ or w/o General or Fixed Account, w/or w/o Bonus, Equity Indexed, Market Value Adjustment) 05/14/12
- Individual Life Insurance Application 01/15/2020
- Individual Term Life Insurance 05/14/12
- Individual Whole Life Insurance 05/14/12
Notices:
Riders/Endorsements:
- Individual Accelerated Benefit Riders and Built In Benefits 06/18/12
- Individual Accidental Death and/or Dismemberment Benefit Riders and Built In Benefits 06/18/12
- Individual Disability Waiver of Premium Riders and Built In Benefits 06/18/12
- Individual Waiver of Surrender Charge Riders and Built In Benefits 06/18/12