Prior Approval Rate Filing Information
Effective September 1, 2015, please use the new versions of the Prior Approval Rate Application, Prior Approval Rate Template and Standard Exhibits Template listed below. While the previous versions of the templates, currently accessible via SERFF, will continue to be available for submission through December 31, 2015, insurers are encouraged to begin using the new versions as soon as possible. Effective January 1, 2016, the previous versions will no longer be accepted. Any rate applications submitted using the previous versions of the application and templates on or after January 1, 2016 will be rejected by the Rate Filing Intake Unit.
For a summary of changes included in the new versions, please refer to the Application Change Log, revised 09-01-2015
- The New Prior Approval Rate Application Process - A Tutorial, Edition 04-29-16
- Application Change Log (READ FIRST), revised 04-29-2016
- Prior Approval Rate Filing Instructions, Edition 04-29-2016
- Prior Approval Rate Application, Edition 04-29-2016
- Prior Approval Rate Template, Edition 04-29-2016
- Standard Exhibits Template, Edition 04-29-2016
- Prior Approval Factors (Efficiency Standard, Reserve Ratios, Leverage Factors)
- Maximum Permitted Rate of Return & Yields for Investment Income Calculation
- August 2016 (Date Posted: September 6, 2016)
Please contact John Huh at firstname.lastname@example.org for any comments, questions or technical difficulties regarding these templates.