NOTICES ON FILING REQUIREMENTS AND DEREGULATED FORMS

The forms listed as deregulated in the notices below are exempted only from the department’s filing or prior approval requirements. Although such forms are not reviewed and approved by the department, they remain subject to, and must comply in all respects with, Pennsylvania’s insurance laws and regulations, and the department retains its ability to take enforcement actions and seek any available remedy for non-compliant forms.

• Accident and Health Forms, Department Notice 2016-01 (revised May 28, 2016)
• Life Insurance Forms, 31 Pa.B. 3491
• Property and Casualty Forms, Notice 25 Pa.B. 3645
  
  

2020 ACA INFORMATION

• Final Rate Guidance 
  
• Attachment 1 (.doc)
  
• Final 2020 PA Actuarial Memorandum Rate Exhibits
  
• Final 2020 PA Plan Design Summary and Rate Tables
  
• Pennsylvania Counties Map
  
• Health Insurance Rate Filing Completeness and Redaction Justification Checklist
  
• Timeline for Plan Year 2020
  
• Compliance Certification Form  
  
• Compliance Checklist (Major Medical) 
  
• Compliance Checklist (SADP)  
  
• Compliance Worksheet 
  
• Final Form Filing Guidance 
  
• Geographic Rating Area (Map)
• Geographic Rating Area (Listing)

* Please note that the benchmark plan for PY20 remains unchanged

  2019 ACA-Compliant Health Insurance Rate Filing Guidance - Annual Filings

• Final Guidance
• Attachment 1 - Final Guidance
• Final 2019 PA Actuarial Memorandum Rate Exhibits 
• PA Plan Design Summary and Rate Tables
• Health Insurance Rate Filing Completeness and Redaction Justification Checklist
  
  

• Final Rate Guidance
  
• Completeness Checklist
  
• RRJ Instructions Manual
  
• RRJ Worksheet
  
• Final Form Guidance
  
• Certification Form
  
• Compliance Checklist
  
• Compliance Worksheet
  

SUBMISSION CHECKLISTS AND PRODUCT REQUIREMENTS:

• Property and Casualty 
• Accident and Health
• Life and Annuities
  
  

PRODUCT FILING INSTRUCTIONS:

• Electronic
• Paper  (P&C Only) 
• Retaliatory Fee Form  (P&C Only)
• Terrorism 
• Life Products:  
• 2017 CSO Mortality Table - Notice
  
• Pre-Need Policy Disclosures
• Guidelines for Submission of Illustration Certifications (updated 8/31/15)
• MIB Language Change Filings (4/12/12)
• Maximum Valuation/Nonforfeiture Interest Rate Changes (8/22/12)
• Contingent Deferred Annuities (CDAs) - Form Filings (3/25/13)
•   Life and/or A&H Products:
• Guidelines for Submission of Address Change Endorsement Filings (4/30/18)
• Guidelines for Submission of Merger, Name Change or Assumption Endorsement Filings (4/30/18)
  

NOTE:  All Life and A&H rate/form filings must be submitted via SERFF; paper filings are no longer accepted.  In addition, all filing fees for Life and A&H rate/form filings must be submitted via SERFF using EFT.