All Rate and Form Filings submitted to the Bureau of Insurance for review must be accompanied by the appropriate rate and/or form review checklists for the product being submitted. The checklists must be completed and must reference, for each requirement on the checklist, the location (i.e. form, page number, paragraph, etc.) of each standard 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.
If you have any questions about the Life and Health checklists, please contact Lisa Lewis, Senior Insurance Analyst, at Lisa.A.Lewis@maine.gov or call 207-624-8417.
Life and Health
- 2020 Plan Year QHP & SADP Form & Rate Requirements Checklists
- Non-QHP & SADP Accident & Health Form & Rate Requirements Checklists
- Rate Filing Requirements
- Life, Annuity & Credit Form Filing Requirements
NOTE: You must have the free Adobe Acrobat Reader to open PDF files. Get it here.
The documents on this page are also available in hard copy by contacting the Bureau.