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Filing Requirements - Individual Annuities

Individual Variable Annuities
(with or without Fixed Accounts)

  1. NAIC Transmittal Form, instructions, and Product Code matrices for completing transmittal forms


  2. Instructions for the Filing Description on the Transmittal (cover letter)


  3. Certificate of Compliance: Word 97,   PDF


  4. Product Standards: Word 97,  PDF


  5. Actuarial Memorandum (see Rate Requirements on Product Standards):  Appendix IA and IB


  6. Supplement A (Fixed Account Equity Index or Two-tiered annuity):  Word 97,  PDF


  7. Statement of Variability, if applicable
 


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