Form Filing Checklists

The following checklists are used by the analysts in the Life and Health Insurance and Managed Care units as a tool in reviewing contracts for approval. These checklists may be a helpful guide in determining which laws and regulations apply to certain contracts.

The checklists are not required to be included with a form filing. Please note that the checklists include brief references to the requirements of each applicable law or regulation. It is the company's responsibility to review the applicable law and regulation for the actual wording of the requirement.

Accidental Death and Dismemberment

Blanket Insurance

Dental Insurance and Dental Plan Organizations

Disability Insurance

Health Insurance

HMO Filings

Life Insurance

Long Term Care Insurance

Medicare Supplement Insurance

Nonprofit Health Service Plans

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