Events

Agenda

For Agenda Item #2, Uniform Standards in Rulemaking Process: Consideration of the Report of the Chair on Publication of the Product Standards Committee Recommendation for Notice and Comment

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

For Agenda Item #4, Report of Adjunct Services Committee on Consultation and Advisory Services Office (CASO) Framework
  • CASO Framework