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Life Policy Locator

Use this new online tool to help find a lost life insurance policy. For more about life insurance visit the consumer education resources at Insure U.

Principle-Based Reserving (PBR)

VM-20 / VM-22 Current Year Tables

  • VM-20 Tables A and F - K
  • VM-22 Valuation Interest Rates and Appendices

VM-20 / VM-22 Data Archive

  • VM-20 Tables A and F - K
  • VM-22 Valuation Interest Rates
  • SOA Mortality Tables
  • New York Guidance Letter (Valuation and Non-Forfeiture Rates)

Valuation Manual (VM) Version

Valuation Manual Maintenance Agenda

LATF Adopted Amendments for the 2021 VM

Consumer Guides

Consumer Guides

A number of consumer guides for various insurance products can be ordered in quantity and custom imprinted with your company logo. See the NAIC Store for details. 

INDIVIDUAL/COMPANY LICENSING & FILING

National Insurance Producer Registry (NIPR) 
Tools to make the producer licensing process more efficient and uniform. Includes the Producer Database and Appointments and Terminations.

State Licensing Handbook
This handbook is based on the Producer Licensing Model Act (MDL-218), the Uniform Resident Licensing Standards and other guidelines.

UCAA — Uniform Certificate of Authority Application
Includes links to UCAA applications, instructions, individual state requirements, forms, training resources and FAQs.

Company Code Application
Apply for an NAIC company code number

Rates and Forms Filing — Speed to Market

Speed to Market Filing Suggestion Form
Click the above link to propose enhancements to NAIC's Speed to Market Filing initiatives.

System for Electronic Rate and Form Filing (SERFF) 
A web-based electronic filing system designed to improve the efficiency of the rate and form filing and approval process.

RATE & FORM FILING

 

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