Here you can find Medicare Supplement filing requirements for initial filings, subsequent filings and annual filings.
Initial filings
- Speed to market tools for medicare supplement filings.
- Policy/contract
- Group contract and certificate
- Application, see WAC 284-66-130 - Requirements for application forms and replacement of Medicare Supplement insurance coverage and WAC 284-58-030(2) - General contents of all life and disability form and disability rate filings
- Outline of coverage, see WAC 284-66-080(1), (3), (4) and (5) - Outline of coverage required
- Replacement notice, see WAC 284-66-142 - Form of replacement notice, and WAC 284-66-130(4)(5) and (6) - Requirements for application forms and replacement of Medicare Supplement insurance coverage
- Commission schedule agreement - for agent marketed plans, see WAC 284-66-350 - Permitted compensation arrangements
- Actuarial memo, see WAC 284-05-060 Qualified actuary defined and WAC 284-66-243 (7) supporting documentation required to be filed with the actuarial memorandum
- Premium rate schedules, see RCW 48.66.045(3) - Mandated coverage for replacement policies - Rates on a community-rated basis
Subsequent filings
- Speed to market tools for medicare supplement filings.
- Advertising, see WAC 284-66-300 - Requirements for advertising
- Riders and endorsements, see WAC 284-66-260 - Riders and endorsements
- Premium rate changes, see WAC 284-66-240 - Filing requirements and premium adjustments, and WAC 284-66-243(3) - Filing and approval of policies and certificates and premium rates
Annual filings
- Adjustment notice, see WAC 284-66-160 - Adjustment notice to conform existing Medicare Supplement policies to changes in Medicare
- For instructions on submitting the following reports, see the section on Medicare Supplement filings in the SERFF life, health, and disability rate filing general instructions (DOCX 146.85KB).
- Refund calculation, see WAC 284-66-220 - Medicare Supplement refund calculation form required, and WAC 284-66-232 - Form for Medicare Supplement refund calculation
- Multiple policies, see WAC 284-66-320 - Reporting of multiple policies, and WAC 284-66-323 - Form for reporting multiple Medicare Supplement policies and certificates
- Pre-standardized loss ratio experience, see WAC 284-55-205 - Medicare Supplement loss ratio experience form required, and WAC 284-55-210 - Form of Medicare Supplement loss ratio experience
- Standardized premium rates and experience, see WAC 284-66-203(3) - Loss ratio and rating standards and refund or credit of premium