L&A Regulatory Requirements
To ensure compliance with all Life & Annuity filings, please review the pertinent citations.
Bulletin 110
Citation | Pertinence to Filing Procedures | |
8VSA §3541 | General filing requirements | |
Reg. I-88-03 | All variable life insurance forms must be filed for prior approval | |
Reg. I-2001-03 | Concerns replacement of life policies and annuity contracts - now applies to both in certain circumstances |
|
Bulletin 120 | Life, Annuity and Health filings/fees | |
Bulletin 121 | Indexed life insurance/elements of filing - include a draft of the buyer's guide | |
Bulletin 128 | Civil unions/if filing an alternate to the Vermont prescribed endorsement | |
Bulletin 132 | GLB Sec 305 - expedited filing procedure for disclosure requirements | |
Bulletin 137 | Terrorist exclusions not approved | |
Bulletin 138 | Expedited filing procedures for HIV-related tests. See also: HIV-Related Forms Filing Resources for Insurers |