
Amendments Adopted October 2008
Date Amendment Approved by Management Committee: October 27, 2008
Date Amendment Adopted by Commission: October 29, 2008
Individual Deferred Non-Variable Annuity Contract Standards adopted October 29, 2008.
Effective Date of Amendment to Rule: February 12, 2009
Information Regarding the Amendment to the Standards:
Name of Proposed Rule: Amendments to Individual Deferred Non-Variable Annuity Contract Standards
Subject Matter of Proposed Rule: The purpose of this rule is to amend the Individual Deferred Non-Variable Annuity Contract Standards. The amendments are to the Scope section, the Contract Guarantees and the Guidelines for Appendices a-1 and A-2 for Annuity Nonforfeiture Minimum Value Compliance for use with Individual Flexible Premium Deferred Non-Variable Annuity products filed with the Interstate Insurance Product Regulation Commission.
Citation to Published Notices:Notice of this Rule was published on August 27, 2008.
Name of persons requesting Public Hearing : Director Mary Jo Hudson, Ohio
Date and Location of Public Hearing, if any: October 27, 2008 via teleconference
Status of Proposed Rule (including upcoming meetings): The Proposed Standards have been issued for notice and comment. Written comments will be accepted on the Proposed Standards until October 26, 2008. Written requests for a public hearing must be received no later than September 16, 2008.
Link to Comments submitted by members and the public:

Amendments Adopted October 2011
Subject Matter of Proposed Rule: The purpose of this rule is to amend the core standards for individual deferred non-variable annuity contracts, specifically the scope to account for deferred non-variable annuity contracts with cash surrender values prior to the commencement of annuity payments.
Citation to Published Notices: Notice of this rule was published on August 6, 2010.
Name of persons requesting Public Hearing : Director Mary Jo Hudson, Chair
Date and Location of Public Hearing, if any: October 17, 2010, 1:00 ET at the Gaylord Palms Resort & Convention Center, 6000 W. Osceola Pkwy, Kissimmee, FL 34746-4414
Status of Proposed Rule (including upcoming meetings): The Proposed Standards have been issued for notice and comment. Written comments will be accepted on the Proposed Standards until October 5, 2010. Written requests for a public hearing must be received no later than August 26, 2010.
Date Approved by Management Committee: October 17, 2011
Date Adopted by Commission: October 17, 2011
Effective Date of Rule: January 15, 2011
Link to Comments submitted by members and the public:

5-Year Review Amendments Adopted November 2014
Date Amendment Approved by Management Committee: November 15, 2014
Date Amendment Adopted by Commission: November 15, 2014
Effective Date of Amendment to Rule: March 5, 2015
Information Regarding the 5-Year Review Amendments to the Standards:
Name of Proposed Rule: Amendments to Individual Deferred Non-Variable Annuity Contract Standards
Subject Matter of Proposed Rule: The purpose of this amendment is to revise the Individual Deferred Non-Variable Annuity Contract Standards in accordance with the 5-year Commission Review of Rules required by § 119 of the Rule for the Adoption, Amendment and Repeal of Rules for the Interstate Insurance Product Regulation Commission. The procedures adopted by the Management Committee in March 2012 for implementing the 5-year review process limit the scope of review under Section 119 to identifying "the need for continuation, repeal or amendment of the rule based primarily on whether circumstances or underlying assumptions have changed since the last time the rule was adopted, amended or reviewed.
Citation to Published Notices: Notice of this Rule was published on September 8, 2014.
Name of persons requesting Public Hearing:
Date and Location of Public Hearing, if any: Public hearing was held on October 20th during a Management Committee teleconference.
Status of Proposed Rule (including upcoming meetings): The Proposed Standards have been issued for notice and comment. Written comments will be accepted on the Proposed Standards until November 7, 2014. Written requests for a public hearing must be received no later than September 28, 2014.
Report and Recommendations:
Link to Comments submitted by members and the public:

Amendments Adopted September 2017
Redlined Version of Adopted Standard
Name of Proposed Rule: Death Benefit Proceeds Amendment to Core Annuity Contract Uniform Standards
Subject Matter of Proposed Rule: The purpose of this rule is to amend the Contract Provisions section of certain Annuity Uniform Standards. This amendment adds a Death Benefit Proceeds provision to the core annuity Uniform Standards, similar to the provision in the life Uniform Standards. The proposal also adds a completed claim form and a completed request for redemption form to the requirements for due proof of death. See the Transmittal Memo for a more detailed description of the proposed amendments.
This rule would amend the following Uniform Standards:
INDIVIDUAL VARIABLE ANNUITY PRODUCT LINE
Core Standards for Individual Deferred Variable Annuity Contracts
Individual Immediate Variable Annuity Contract Standards
INDIVIDUAL NON-VARIABLE ANNUITY PRODUCT LINE
Core Standards for Individual Deferred Non-Variable Annuity Contracts
Individual Immediate Non-Variable Annuity Contract Standards
Citation to Published Notices: Notice of this rule was published on June 29, 2017
Name of Persons Requesting Public Hearing:
Date and Location of Public Hearing, if any: August 5, 2017, during the Joint Meeting of the Management Committee and Commission
Status of Proposed Rule (including Upcoming Meetings): The Proposed Amendments have been issued for notice and comment. Written comments will be accepted on the Proposed Standards until August 28, 2017. Written requests for a public hearing must be received no later than July 19, 2017.
Date Approved by Management Committee: September 25, 2017
Date Adopted by Commission: September 25, 2017
Effective Date of Rule: January 8, 2018
Memos from Product Standards Committee:
Link to Comments Submitted to the Management Committee:

NAIC Model 805 Amendments
Citation to Published Notices: Published Notice of Standard
Name of persons requesting Public Hearing:
Date and Location of Public Hearding, if any: Via teleconference, May 25, 2021
Status of Proposed Rule (including upcoming meetings): The Proposed Standards have been issued for notice and comment. Written comments will be accepted on the Proposed Standards until April 14, 2021. Written requests for a public hearing must be received no later than May 24, 2021.
Date Amended Version Approved by the Management Committee: June 29, 2021
Date Amended Version Adopted by Commission: June 29, 2021
Effective Date of Amended Rule: October 13, 2021
Memos from Product Standards Committee:
Emergency Rules Adopted