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Life Product Requirements


This section includes checklists for various life insurance products.

Application Checklists: Life & Annuities
Checklist for revised Minnesota Applications Requirements, Life Insurance and Annuities. It is no longer a submission requirement. Revised August 2013.

Checklist: Credit Insurance
Effective July 1, 2009 Minnesota adopted new rules governing rates and forms for credit life and disability insurance. You do not need to submit the checklist with your filing.

Checklist: Group Life
November 2010. Checklist does not need to be submitted with your filing.

Checklist: Life Actuarial
Updated September 2010. Checklist does not need to be submitted with your filing.

Checklist: Life Individual
Updated November 2010. The checklist does not need to be submitted with your filing.

Checklist: Life Variable
Updated November 2010. Checklist does not need to be submitted with your filing.

Funding Agreement Checklist
Checklist updated December 2008.

Synthetic GICs and GICs Checklist
Checklist updated July 2009.