Form Schedule Tab

Weekly Tips

Form Schedule Tab


In this series of weekly tips, we are sharing key pointers from the Compact’s Spring Webinar Series, which worked through the sections of a SERFF filing. We are breaking these pointers down into quick summertime reads to reinforce best practices.

Form Schedule tab:

  • Each form should be listed under its own individual line.
  • Make sure that your form numbers are consistent with what is listed on the Form Schedule and the form itself. 
  • Make sure the documents attached to the Form Schedule do not contain tracking or revision marks—only clean versions can be approved. 
  • All forms should be in a searchable PDF format.

If you have any questions regarding this Weekly Tip or about filing with the Insurance Compact in general, please contact the Insurance Compact Office.