Rate & Form Filing Instructions

General Statement:
The Utah Statutory provisions for filing insurance policy forms, rates, and rating plans vary by type and line of insurance.  Refer to the "Filing Procedure Instructions" section included in the appropriate rules and bulletins listed below.

            Additional links:
                    Insurance laws, Title 31A
                    Insurance Rules
                    Insurance Bulletins

            Filing Electronically:
     Effective July 1, 2007 the Utah Insurance Department
     will only accept electronic filings. All filers, except those
     specifically exempted in Bulletin 2007-3, must file using
                either SERFF or SIRCON.
                                                

I.    ACCIDENT & HEALTH INSURANCE

• Accident & Health Content Standards
• Filing Submission Rule
  • R590-220 Submission of Accident and Health Insurance
                     Filings, and its Attachments
  • Reports (Medicare, LTC, individual & small group)
  • Related Rules & Bulletins
• Personnel Phone & E-Mail Directory

II.  LIFE, ANNUITY, CREDIT LIFE AND
     CREDIT ACCIDENT & HEALTH INSURANCE

• Life Content Standards
• Filing Submission Rules:
  • R590-226  Submission of Life Insurance Filings, and its
              Attachments
    • Related Rules & Bulletins
    • Report - "Utah Annual Life Illustration Checklist,"
  • R590-227  Submission of Annuity Filings, and its
              Attachments.
    • Related Rules & Bulletins
  • R590-228  Submission of Credit Life and Credit Accident
                       & Health Insurance Form & Rate Filings,
                       and its Attachments.
    • Related Rules & Bulletins
    • Report - "Credit Life, Accident & Health Check-
                     Off"
•  Personnel Phone & E-Mail Directory.

III.   PROPERTY/CASUALTY & TITLE INSURANCE

• All Property & Casualty Lines, Bail Bonds, Service Contracts/Warranties, Title Insurance.
  • Transmittal Form and Product Coding Matrix  (PDF Files)
  • P&C Content Standards 
  • R590-225 Submission of Property & Casualty Rate &  
             Form Filings, and its Attachments.
  • Related Rules & Bulletins
•  Personnel Phone & E-Mail Directory

I