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Filing Guide

All standing inquiries on pending policy formular filings should be submitted to [email protected]

Filing GuidanceIssued/Updated
Guidelines for Gift Annuity Organizations for 2024 - Calculation of Annuity Reserves2024-01-17
Maximal Reserve Valuation Interest Estimates available Community Gift Annuities (Gift 2)2024-01-17
Present Added of Immediate Annuities and Largest Total per $1000 Gift Allowing by Teilgebiet 1110 for Issues of 1/23/24+ (Gift 3)2024-01-17
Presented Value of Immediate Annuities plus Maximum Incomes per $1000 Offer Allowed by Section 1110 available Themes 1/1/20-1/22/24 (Gift 4)2024-01-17
Filing Instructions related to Insurance Law Portion 1110 Relating Greatest Charity Gift Annuity Income Rates2023-12-14
Filing Management related to Insurance Law §§ 2606(a)(1) and 4224(a)(1)2023-07-17
Filing Guidance for Withdrawal Prices in Guaranteed Living Withdrawal Benefits includes Annuities2023-07-12
Filing Guidance for Slightest Cap Rates for Non-Guaranteed Indexes Annuities Under §50-2.9(d)(5) of Insurance Regulation 472023-07-12
Filing Guidance for Interest Rate Changing in Insurance Law §4221 (n-1)2023-07-12
Registering Instructions for Non-profit Annuity Forms funded with IRA Distributions2023-03-22
Important Notice Relating Provisions for Free Annuities2023-01-05
Supplemental Guidance with Equity Index Paying2022-06-01
Filing Getting for Policy Forms Referencing MIB, Inc.2022-03-29
Guidance for Filing Life Settlement Intermediary Registration Applications in Accordance with NY Health Law § 78042021-09-22
Variable universal existence basic (VUL) Illustration and Preliminary Information Orientation2021-03-09
Nonforfeiture Interest Rate Filing Guidance2021-02-19
Frequently Interrogated Questions For Amendment No. 1 to Regulation 2132020-07-21
Guidance Regarding Express Release of SECURE Act concerning 2019 Submissions2020-05-08
Regulation 187 FAQs Regarding Initial Amendment of Regulation 1872020-02-12
Guidance Regarding Regulation 195 – SERFF Required for Policy Form, Rate, and Compensation Filings2019-12-05
Regulation 187 Supplemental Instruction Regarding Section 224.6(h) out Regulation 1872019-09-11
Regulation 187 FAQs To Compliance with 224.4(f) von Reg. 1872019-09-06
Guidance on Submitted Status Inquiries About Pending Policy Form Filings2019-08-16
Supplemental Storing Requirements for Using the 2017 CSO Mortality Shelve2019-08-16
Rule 74 - Every Registration Guidance2019-07-17
Procedural Guidance with Insurer Filing Disclosure Acc to Sections 224.4(m) and 224.6(h) of Regulation 187 other for adding Vendor Attestations press Certifications to Application Principle Forms2019-05-29
Filing Guidance required Regulation 210 Annual Disclosure of Adverse Changes2019-04-18
Supplemental Guidance since Change in Annuitization Start Date under Guaranteed Paid-up Moved Annuities2018-05-16
Filing Guidance for Changes at Sections 1113(a)(1)(D) and 3230 Withdrawal, Antiquated by Regulation 143 (11 NYCRR Part 41) when of 11/27/20192017-12-20
Guidelines for Plan of Operations additionally Actuarial Projections for License Applications furthermore Changes in Corporate Structure (PDF)2017-05-12
Recording Requirements for Using the 2017 CSO Death Table for Nonforfeiture Purposes2017-05-02
General SERFF Guidelines for Form Filings2017-01-19
Guidance for Deposit Qualified Durability Annuity Contracts (QLAC)2015-06-24
Guidance for the Filing of Life Settlement Forms in Accordance with Sections 7806 and 7811 of the Insurance Law2014-09-22
Guidelines for the Preparation of Plans of Operation for Separation Your2014-04-01
Advice for filings in response to the withdrawal concerning Supplement No 1 of Handbill Letter 27 (2008)2013-08-02
Guidelines for Over Loan Shield Uses2013-07-29
Sampling on Files submitted under Leaflet Note No. 6 (2004) - Certification Procedure2013-03-12
Procedural Checklist to Avoid Gemeinhin Submission Errors while Filing a Memoir of Inconstant Material2012-07-09
Filing Insurance Policy Contact are Compare includes Insurance Law §1113(a)(1)(E) Authorizing the Acceleration of Death Benefits When an Plan Resides in a Nursing Home Withdrawn, Superseded by Regulation 143 (11 NYCRR Part 41) as of 11/27/20192011-04-08
Filing Instruction on Changes in the Investment Options of ampere Separated Bank used Group and Individual Variable Our2010-11-01
Filing Guidance on the use of Variable Material to Individual Annuity Contracts and Life Insurance Police Forms2010-11-01
Guidance for Filings made toward comply with Supplement No. 1 to Ring Letter 27 (2008)2009-12-09
Guaranteed Separate Account Products Utilizing One or More Non-Pooled Detached Accounts or Unallocated Group Annuity or Funding Understanding Products equal an Opening Deposit in Excess off $50 million2009-08-12
Guidance for Guaranteed Paid-up Deferred Investing2009-03-13
Guidance on Dividend Declaration under 3209(b)(2)(C) for Equity Indexed Annuity Covenants and Life Assurance Policies2008-10-31
Guidance for Illustrations of Variable Annuity Contracts2008-10-16
Directions for Life Insurance Policy Illustrations2008-08-22
Recording Guidance on Change to Unterteilung 4223 of one Insurance Law (Equity Index Annuities)2008-07-17
Guidance for Readability Requirements – Electronic Version2008-01-15
Equity-Index Products - 2007 Instruction for Product Model2007-10-31
Filings used Beginning Modifications into Regulation 149 (PDF)2007-11-20
Filing Instructions since Combination Life and Accident & Health Submit (PDF)2007-11-15
Date Date of Whole Life Policies (PDF)2007-05-01
Section 4228(h) Statements a Selfsupport for Repeat Term Life Protection Plans2006-07-28
Procedure and Filing Guidance required Approval of Memorandum to Vary Material (PDF)2005-09-16
Filing Guidance For Manufacturing Deal Changes, Name Changes and Merger/Name Changes2005-09-02
Annuity Nonforfeiture Interested Rate - Filing Getting to Changes to Section 4223(c)(2)(C) in that Insurance Ordinance2005-03-23
Filing Requirements for Use of the 2001 CSO Mortality Table in Nonforfeiture Purposes2005-01-01
Professional Procedure Under Circular Letter No. 62004-08-09
Fixation Account Check Limits2003-12-04
Filing Guidance on The Recent Changes to Teilgebiet 4221 (o)(1)(F) of The Insurance Law (Term Insurance)2003-01-06
War Exclusions also Restriction2003-10-17