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.

Share Article