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Indiana Department of Insurance

IDOI > Company Compliance > Accident & Health  > Product Filing Information/Instructions  > INDIVIDUAL and GROUP FILING INSTRUCTIONS for LONG TERM CARE INDIVIDUAL and GROUP FILING INSTRUCTIONS for LONG TERM CARE

All filings must be submitted via SERFF and include the following information for form and/or rate filings:

Form Filing Instructions

  1. Complete the appropriate checklist for the filing submitted.
    1. 16 Long Term Care Individual Checklist
    2. 26 Long Term Care Group Checklist
  2. Include applicable filing requirements.
    1. 4.5 Long Term Care New Rate/Form
      1. Requirement applies to new rates and/or forms filed.
        (Provide data for section II. if the form filing affects rates or benefit structure.)
    2. Provide the SERFF Tracking Number(s) for prior and/or current rate filings related to the form filing within the last 18 months. Include data under the General Information tab in the Filing Description field.
  3. Add the form number to the lower left-hand corner of the first page of the policy to relevant documents, such as riders and amendments.  
    1. Documents must be in final print form.
    2. Form numbers cannot be variable.

Rate Filing Instructions

  1. Complete the appropriate checklist for the filing submitted.
    (Some sections may not be relevant to rate filings.)
    1. 16 Long Term Care Individual Checklist
    2. 26 Long Term Care Group Checklist
  2. Include applicable filing requirements.
    1. 4.5 Long Term Care New Rate/Form
      1. Requirement applies to new rates and/or forms filed.
    2. 4.5(A) Long Term Care Rate Adjustment
      1. Requirement applies to rate adjustments for existing rates as an increase, decrease or rate neutral.
  3. Include related policy form numbers.
  4. Complete Long Term Care Experience Workbook.
    1. Applicable to rate adjustments for existing rates.
    2. Include as an attachment under the Supporting Documentation tab in SERFF with the file name “Experience Workbook.”
  5. Complete filing Attestations.

*Product filings fees for rates and policy forms must be submitted via Electronic Funds Transfer (EFT) at the time of filing submission. View General Instructions in SERFF for additional details.