Insurer Resources
Thank you for your interest in the Interstate Insurance Product Regulation Commission (Compact).
The topics listed on this page will link you to helpful information for the preparation and submission of Compact filings.
Resources for New Filers
Annual Registration Fee Filing Instructions
System for Electronic Rate and Form Filing (SERFF)
Creating a Compact Filing
Expedited Review Process
Expedited Review Process
Overview
Current Expedited Review Queue
This information is updated
Tuesdays and Thursdays by 5:00pm ET.
Life:
Open Slots: 0/4
Companies on Waiting List: 5
Annuity:
Open Slots: 0/2
Companies on Waiting List: 2
Fees
Compact Filing Fee Schedule
Effective 1-1-21
Advance Filing Fee Calculation Service Directions
Uniform Standards without Actuarial Review
Member State Filing Fees
Updated 9-30-21
Member State Supporting Documentation Update Fees
Updated 9-30-21
Mix and Match
Step-by-Step Instructions for Statement of Intent (SOI) Completion
Preformatted SOI Excel Spreadsheet
Statement of Intent Certification Form
Filing Reference Materials
Record of Adopted Uniform Standards
Index of Available Uniform Standards
Filing Information Notices (FIN)
Extra Guidance on FINs
- FIN 2016-1 Webinar: Implementing the 2017 CSO Mortality Table for Compact Products
- FIN 2017-1 FAQ
- IRC § 7702 Revisions Resource Page
Updated on 6-3-21 to add Question #12 - FIN 2021-2 Overview
Compact Type of Insurance (TOI) Link
State-Specific Information
State Contact Information
Updated 8-26-21
State Uniform Standards Participation
Accelerated Death Benefit Written Statement Requirement Information
Updated 3-13-19
LTC State Specific Information (Modified Rate Schedule Permitted and Daily Minimum Requirements)
Updated 7-1-19
Individual DI: State Specific Restrictions on Mental Health and Substance Abuse Related Exclusions & Limitations
Effective 7-2-19
Group DI: State Specific Restrictions on Mental Health and Substance Abuse Related Exclusions & Limitations
Updated 7-2-19
NEW! Adoption of Model 805 as Reported by IC Member Departments