Rates & Forms

Insurance Sub-term

Commercial Lines Submission Requirements

Actuarial Memorandum

Include actuarial memorandum for all filings that include a rate component. The actuarial memorandum should be complete and demonstrate all rating changes.

Personal Lines Submission Requirements

Include actuarial memorandum for all filings that include a rate component. The actuarial memorandum should be complete and demonstrate all rating changes.

 

Annual Life Reporting Requirements

Below is a link providing information and instructions for the Annual Life Reporting Requirements
 
 
All Reporting requirements must be submitted through the System for Electronic Rates and Forms Filing (SERFF).  There are no filing fees associated with these reports.
 
 

Annual Health Reporting Requirements

Below is a list of Annual Health Reporting Requirements and links to find more information for completing these reports.

Life and Annuity Contacts

Group Life and Annuities
 
Phil Keller
Insurance Regulation Director

Property and Casualty Contacts

Commercial Lines:
Rosemary Raszka
Rate and Form Analyst
(802) 828-1686
 
Pat Murray
Rate and Form Analyst
(802) 828-5795
 
Lisa Johnson
Rate and Form Analyst
(802) 828-3301
 

Life and Annuity Contacts

 
Individual Life and Credit
Barbara Prentice
Rate and Form Analyst
(802)828-4848
 
Group Life and Annuities:
Phil Keller
Insurance Regulation Directory
(802)828-1464
 

Health Contacts

​​Emily Brown
Assistant Director Rates of Rates and Forms
Emily.Brown@vermont.gov

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