Events

Final Agenda

For Agenda Item #3, Management Committee and Commission Consideration of Adoption of the New and Amended Group Life and Group Annuity Uniform Standards:

New Uniform Standards

• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Annuity Contract Changes
• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Annuity Certificate Changes
• Additional Standards for Forms Used to Provide Tax Qualified Plan Provisions for Group Annuity Contracts
• Additional Standards for Graded Death Benefit for Group Term Life Insurance Policies and Certificates
• Additional Standards for Waiver of Premium Benefits for Total Disability and Other Qualifying Events for Group Term Life Insurance Policies and Certificates
• Additional Standards for Forms Used to Provide Tax Qualified Plan Provisions for Group Life Insurance Policies

Amended Uniform Standards

• Group Fixed Annuity Contract Uniform Standards
• Uniform Standards for Group Guaranteed Interest Contracts for Non-Variable Annuities
• Group Annuity Certificate Uniform Standards

Product Standards Committee Transmittal Memo dated 6-9-2025

ACLI Comment Letter dated July 31, 2025

For Agenda Item #4

• Rulemaking Committee Transmittal Memo
• Amended Rulemaking Rule Recommended to the Management Committee

For Agenda Item #5

• Consultation and Advisory Services Office Framework Program Detail

For Agenda Item #6

• Consent Agenda

For Agenda Item #8

• Oregon Stay Extension Request
• North Dakota Stay Extension Request

PLACE: Minneapolis Convention Center — Ballroom — Level 1
              1301 2nd Ave S.
              Minneapolis, MN

The Compact’s meeting will be a hybrid meeting.

To Join by Phone: 1 (844) 740-1264 (Toll free)
Meeting ID: 2348 090 2963