Department of
Insurance

•    Consumers |
• Companies |
• Medicare-SHIBA

•     Licensing Services |
• State Fire Marshal

Rates and Forms Filing Requirements

As of April 9, 2009, there will be a $20.00 fee for each rate or form filed in excess of ten (10) per calendar year.  Idaho Code Section 41-1812 requires the filing of all insurance policy forms.

When submitting paper filings to the Rates and Forms Section please insure that you include the following information:

• Cover Letter
• Completed and signed ID-FF (Idaho Filing Submission Documentation form)
  • Life, Accident and Heath, Annuity, Credit Transmittal Document
  • Property and Casualty Transmittal Document
  • Mandatory Individual Health/Disability and Group Supplemental Plan Standards Checklist
    • Instructions for Completing Health/Disability and Group Supplemental Plan Checklist
  • Mandatory Property/Casualty Standards Checklist
    • Instructions for Completing the Property/Casualty Standards Checklist
  • Mandatory Small Group Health Plan Standards Checklist
    • Instructions for Completing the Small Group Health Plan Standards Checklist  
• List of forms (if applicable)
  • On the list please include the form number, the name/description of the form and, if replacing a form, the old form number
• Forms and/or rates being filed
• Self-addressed, stamped envelope for the return copy
• Return copy (this may be an additional copy of the cover letter and/or entire filing)
• Prospectus for all variable life or annuity contracts or certificates

Also, please note that when submitting a group filing we ask that you follow the above order for each company.  For example, if you are submitting for three separate companies you would set up each company as a separate filing.

Filing requirements for SERFF (System for Electronic Rate and Form Filings)

• See the general instructions for Idaho for all SERFF filings.  There are no filing fees for SERFF fees.