All Rate and Form Filings submitted to the Bureau of Insurance for review must be accompanied by the completed appropriate Transmittal Document as well as the completed appropriate rate/form review checklist. The checklist must be completed by the company submitting the filing and must reference, for each item on the checklist, the location of each specific item in the filing.
All Rate, Rule, and Form Filings submitted to the Bureau of Insurance must be submitted through SERFF. The checklists below are provided as a reference tool for use in preparing a filing for submission.
Property and Casualty Rate and Form Filings Checklists
- Boiler and Machinery (PDF)
- Burglary and Theft (PDF)
- Commercial Auto (PDF)
- Commercial Multiple Peril (PDF)
- Commercial Property (PDF)
- Credit (PDF)
- Crop (PDF)
- Farm (PDF)
- Fidelity (PDF)
- Financial Guaranty (PDF)
- Flood (PDF)
- Homeowners (PDF)
- Inland Marine (PDF)
- Mortgage Guaranty (PDF)
- Other Liability (PDF)
- Peer-to-Peer Car Sharing (PDF)
- Personal Auto (PDF)
- Pet Insurance (PDF) or Pet Insurance (DOCX)
- Surety (PDF)
- Workers' Compensation (PDF)
The documents on this page are also available in hard copy by contacting the Bureau.