State Filing Procedures and Forms for Life, Accident & Health, Annuity, and Credit

Please read the PDF Form Completion Information before using the following forms.

Effective January 1, 2004, please refer to Bulletin 2003-5 and the following Forms and Instructions:

• General Information
• NAIC Universal Transmittal Form
• NAIC Product Coding Matrix
• Current Requirements – Item Descriptions and related attachments
  • MS State Specific Information – for completing Transmittal Document
  • MS Filing Fee Form
  • MSRATE – rate filing instructions
  • RII 7/02 – rate increase information form
• Current Submission Requirements For
  • Accident and Health
    • Long Tem Care
    • Medicare Supplement
  • Credit Life, Credit Accident & Health
  • Industrial Life, Industrial Accident & Health
  • Life
    • Variable Contracts

Interstate Insurance Compact

The Interstate Insurance Compact (“Compact”) is an important modernization initiative that benefits state insurance regulators, consumers and the insurance industry. The Compact established a multi-state public entity, the Interstate Insurance Product Regulation Commission (IIPRC) which serves as an instrumentality of the Member States. The IIPRC serves as a central point of electronic filing for certain insurance products, including life insurance, annuities, disability income and long-term care insurance to develop uniform product standards, affording a high level of protection to purchasers of asset protection insurance products. We encourage insurance companies to submit filings through the Interstate Compact.

IIPRC Offers Fee Structure for Regional Insurers (05/05/09)