Life and Health filing requirements are outlined in the SERFF general instructions.
Additional Requirements include:
Procedure and Filing Guidance for Approval of Variable Text
Discretionary Group filings – All applicable requirements in the SERFF general instructions plus:
- Form LH 100 (Discretionary and Non-Employer Groups)
- Copy of Trust Agreement
Preferred Provider Organization in conjunction with health insurance – All requirements contained in the SERFF general instructions plus:
- List of providers used in connection with form(s)
Charitable Gift Annuities
Please send all Charitable Gift Annuity applications by email to Nanci Hoffman (firstname.lastname@example.org). Mailed applications will not be accepted after February 26, 2016.
To satisfy the requirements regarding Charitable Gift Annuities, please see NRS 688A.281 through NRS 688A.285 at Charitable Gift Annuities Statutes
Rate Increases – All requirements contained in the SERFF general instructions plus:
- Clearly indicate in cover letter amount of increase applied for
- Actuarial memorandum describing policy
- Loss ratio history