Checklists have been developed to assist you in ensuring that policy forms are in compliance with applicable statutes, regulations and bulletins.

A completed checklist is required for each form filing. A checklist is considered complete when the page and paragraph of each provision demonstrating compliance is documented. If an item on the checklist is not applicable, please provide an explanation either on (1) the checklist; (2) within section 21 of the UTD (paper filings); or (3) within the Filing Description field of the SERFF system (electronic filings).

Checklist: Select the appropriate checklist for the product being filed.

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