Life
General Instructions
Instructions, information and bulletins related to life filings.
Bulletin 2005-8 (.pdf)
Procedure for expedited review of Life or Annuity Form and Rate Filing. For all companies authorized to sell life insurance and annuities in Minnesota.
Insurance Data Report Formats (.pdf)
A description of various required reports that are not generally filed through SERFF. Includes type of report and acceptable filing format/s.
Life insurance illustrations filing guidance (.pdf)
NEW! Minnesota Statutes have established two new and separate reporting, filing and disclosure requirements related to life insurance illustrations. One is related to new SERFF filings, and the other must be filed at a specific email address. This document provides instructions on how to comply with each and includes a special email address for filings.
Minnesota Interest Rate or Mortality Table Change Standards (.pdf)
These instructions have been updated to reflect the revisions necessary effective January 1, 2013.
Product Requirements
This section includes checklists for various life insurance products.
Application Checklists: Life & Annuities (.pdf)
Checklist for revised Minnesota Applications Requirements, Life Insurance and Annuities. It is no longer a submission requirement. Revised August 2013.
Checklist: Credit Insurance (.pdf)
Effective July 1, 2009 Minnesota adopted new rules governing rates and forms for credit life and disability insurance. You do not need to submit the checklist with your filing.
Checklist: Group Life (.pdf)
November 2010. Checklist does not need to be submitted with your filing.
Checklist: Life Actuarial (.pdf)
Updated September 2010. Checklist does not need to be submitted with your filing.
Checklist: Life Individual (.pdf)
Updated November 2010. The checklist does not need to be submitted with your filing.
Checklist: Life Variable (.pdf)
Updated November 2010. Checklist does not need to be submitted with your filing.
Funding Agreement Checklist (.pdf)
Checklist updated December 2008.
Synthetic GICs and GICs Checklist (.pdf)
Checklist updated July 2009.