General Guidelines for Rate, Form, Territory, Classification and Rule Filings Submitted via SERFF
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Rate and Form Filings Submitted Via SERFF
Effective November 1, 2004, the Health Bureau now accepts electronic filings via SERFF in addition to the Property and Life Bureaus. SERFF is designed to expedite the review and approval of filings and reduce the amount of paperwork for both your company and the New York State Insurance Department.
- Health: General SERFF Guidelines (PDF Format)
- Property & Casualty: General Guidelines for Rate, Form, Territory, Classification and Rule Filings
- Life: General Guidelines for Form Filings
- SERFF: General Information (External Link to the NAIC)
Note: Electronic filing requirements for other insurance types will be provided at a later date.
Rate and Form Filings Not Submitted Via SERFF
Below are links to our traditional Rate and Form Filing Requirements:
- Property & Casualty: General Guidelines for Rate, Form, Territory, Classification and Rule Filings
- Life: Product Outlines and Checklists (Guidance for Insurers when Submitting Life and Annuity Product Outlines).
- Health: Circular Letter No. 4 (2003): Procedural Changes in
the Filing Process for Accident and Health Insurance Policy Form and Rate Submissions:
Optional Process for Expedited Prior Approval with Certification
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