FILING GUIDANCE NOTICES
Property and Casualty
2006-A: Compliance with M.G.L. 175, § § 18 and 192
2006-B Excess/Umbrella Endorsements
2006-D: Lead Poisoning & Residential Property Disclosure Statement
2007-A: Updates to Policy Form Review Checklists
2007-B: Interline Filing Instructions
2008-A: Addendum to Bulletin 2008-04
2008-C: Private Passenger Motor Vehicle Rate Filings
2008-E:Premium Modifications For Motor Vehicle Safety Devices or Features
2008-F:Anti-Theft Systems or Devices Used to Discount Premiums for Certain Motor Vehicles
2008-G:Adoption of Advisory Rates for Automobile Insurance Policies
2008-H:Private Passenger Motor Vehicle Rate/Rule Filings
2008-I: Warranty Reimbursement Insurance Policies
2009-B Designation of High-Theft Motor Vehicles Effective August 1, 2009
2009-D Changes to Regulation 211 CMR 94.00 - Pre-Insurance Inspection of Private Passenger Motor Vehicles
2009-H Filing of Interline Forms and Rules
2009-I Supplemental Filing Document to be Submitted with Private Passenger Motor Vehicle Rate/Rule Filings for Policies Effective on or after April 1, 2010
2010-B Rate and Form Filing Requirements for Insuring Low-Speed Private Passenger Motor Vehicles
2010-C Required Filing Documents to be Submitted with Private Passenger Motor Vehicle Rate/Rule Filings for Policies Effective on or after July 1, 2010
2010-D Filing Requirements for Private Passenger Motor Vehicle Rate Symbol Assignments Effective 8/1/2010
2010-E High Theft Motor Vehicle List Effective 8/1/2010
2011-A General Liability - Claims Made Options
2011-B 2012 High Theft Vehicle List for Private Passenger Auto
2012-A 2013 High Theft Vehicle List for Private Passenger Auto
2013-A Submitting Commercial Automobile Insurance Rate Filings in Massachusetts
Life and Annuity
2006-C: Table of Guaranteed Values
2006-E: Guaranteed Minimum Benefits
Accident and Sickness
2009-C: Long-Term Care Insurance Rate Filings
Health
2013-J: Dental Data Collection Tool
Dental Data Collection Tool 
2013-J: Standard Worksheet to be Used With Dental Rate Filings Submitted for Dental Plans Proposed to be Offered as Exchange-Certified Stand-Alone Dental Plans
2013-I: Reflecting Reinsurance and Risk Adjustment in Small Group Health Insurance Filings for Rates Effective On and After January 1, 2014 FILING GUIDANCE
2013-H: Submission of Federally Required Rate Filing Justification
2013-G: Submission of Material to Support Calculated Actuarial Values
2013-F: Submission of Rate Filing Material on July 1, 2013
2013-E: Submission of Confidential Rate Filing Material to the Division of Insurance
2013-D: Services Provided by Physician Assistants
2013-C: Telemedicine Services
2013-B: Changes to Names of Agencies Responsible for Managed Care Practices
2013-A: Submission of Materials Necessary for the Review of Health Benefit Plans
2012-G:Reflection of ACA Costs in Small Group Health Insurance Rate Filings
2012-E: Rate Filings for New Products and Significant Changes to Existing Products
2012-D: Filings for Products that Include Rewards and/or Discounts
2012-C: Small Group Health Insurance Rate Filings - Administrative Expenses
2012-B Worksheets: PDF
Excel Version
2012-B: Standard Worksheet to be Used With Small Group Health Rate Filings Submitted for Rates Proposed to be Effective On and After October 1, 2012
2012-A: Responses to Group Purchasing Cooperative Request for Proposals
2011-C: Small Group Health Insurance Rate Filings - Medical Loss Ratio
2010-D: SERFF PPACA Uniform Compliance Form
2010-A: Filing Rates and Changes to Rating Factors under 211 CMR 43.00
2009-G: Tiered Benefits Within Closed Network Health Plans
2009-B:Closed Network Health Plans
2009-A:Material Changes Required by 211 CMR 52.00
Workers Compensation
2012-F: Submission of Deviation and Schedule Credit Plan Filings to be Effective on or After September 1, 2012
2009-J:Repatriation Policy Guidance
CHECKLISTS
Base Checklists (Revised January 2013):
Applications for Life Insurance, Accident and Sickness Insurance, and Annuities
Individual Accident and Sickness Insurance
Individual and Group Annuities
Individual and Group Life Insurance
Legal Service Plans
Property and Casualty Insurance
Supplemental Checklists (Revised January 2013):
Accelerated Benefit and Early Annuity Withdrawal Provisions
Credit Insurance
Equity-Indexed Benefit Provisions
Guaranteed Minimum Benefit Provisions
Long-Term Care Insurance
No-Lapse Guarantee Provisions
Overloan Protection Provisions
Specified Disease Products
Variable Life Insurance
Additional Checklists for Property and Casualty Products:
| Lead Poisoning & Residential Property Disclosure Statement |
PDF Version
| |
| Deviations for Group Marketing Plans for Automobile and Homeowners Insurance |
PDF Version
| |
| Group Marketing Checklist |
Word Version 
| |
| Application Spreadsheet For Group Marketing Plan |
Excel Version file size 1MB
| |
| Workers' Compensation Forms |
PDF Version
|
Word Version
Legal Service Plans
|
| Workers' Compensation Rates |
PDF Version
| |
| Motor Vehicle Forms |
PDF Version
|
Word Version
|
| Motor Vehicle Rates |
PDF Version
|
Word Version
|
| Motor Vehicle Insurance Installment Plan Checklist |
PDF Version
|
Word Version
|
| Home Insurance Installment Payment Plan Checklist |
PDF Version
|
Word Version
|
| Pre-insurance private passenger motor vehicle inspection plans |
PDF Version
|
Word Version
|
Checklists for Managed Care:
Health Maintenance Organizations
file size 1MB
Insured Preferred Provider Plans
Insurance Companies
file size 1MB
Provider Contracts
Initial Accreditation
Renewal Accreditation
Medicare Supplement Plan
Group Stand-Alone Dental and Vision
Individual Stand-Alone Dental and Vision
Purchasing Groups and Risk Retention Groups
Annual Application for Registration as a Purchasing Group
Application to Register a Risk Retention Group