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TDI's Advisory Organization and State Agency Approved/Accepted Reference Filings List (8 of 15)

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

Indicates new addition since last update.Indicates new addition since last update.

Professional Liability
Org. Doc Code Filing Type Filing Org. Number Description TDI File Number/SERFF
Tracking Number
Assigned
TDI Link Number Assigned Date Approved/ Accepted
ISO 6099 PF PF-2013-OIAFO ISO PL (PF) Insurance Agents E&O Professional Liability New Policy  & Endorsement ISOF-130530050 S623126 Adams 10/4/16
ISO 0862 EN CL-2013-OCAN1 ISO PL (EN) Texas Changes - 28TAC5.7002 Cancellations 9212549720 125657 Bickley 3/13/13 (EN)
ISO 0807 EN PR-2012-OCH1 ISO PL (EN) Medical Professional Liability 9212541239 121365 McDaniel 6/20/12 (EN)
ISO 0759 EN CL-2011-OEN1 (MP) ISO PL (EN) Settlement of Liability Claims Notice (Management Protection) 9212532037 116436 Keysor 11/1/11 (EN)
ISO 0758 EN CL-2011-OEN1 (PR) ISO PL (EN) Settlement of Liability Claims Notice (Medical Professional) 9212532036 116435 Keysor 11/1/11 (EN)
ISO 0757 MR EP-2011-ORU1 ISO PL (MR) Revise Employment Related Practices- Remove IL 01 68 9212532025 116424 Keysor 10/25/11 (MR)
ISO 0753 EN CL-2011-OEN1 (EP) ISO PL (EN) Settlement of Liability Claims Notice (Employment Practices) 9212532031 116430 Keysor 10/25/11 (EN)
ISO 0673 PF
MR
EP 2008-OFR08
EP 2008-OEPRU
ISO Employment-Related Practices Liability Revision 9212502888 100603 McDaniel 9/16/09 (PF)
4/1/09 (MR)

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

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Residential Property
Org. Doc Code Filing Type Filing Org. Number Description TDI File Number/SERFF
Tracking Number
Assigned
TDI Link Number Assigned Date Approved/ Accepted
Graphic which indicates new addition since last updateAAIS 3070 EN AAIS-2014-15HOF AAIS Homeowners Endorsements AMAX-129485686 S2109 Hansen 5/3/16
AAIS 3069 MR AAIS-2016-19HOC AAIS Homeowners Manual Rules AMAX-130527599 S623032 Moden 4/28/16
AAIS 3068 MR AAIS-2016-19HOBP AAIS Homeowners Manual Rules AMAX-130527569 S623033 Moden 4/28/16
ISO 3066 MR HO-2015-RRPRU ISO Homeowners Program & Mobilehome Supplement to Homeowners Policy Program ISOF-130029879 S19856 Bright 6/23/15
ISO 3061 EN HO-2015-ORPFR ISO Homeowners Residence Definition Endorsement ISOF-130029525 S19857 Bright 5/20/15
ISO 3060 MR DP-2013-RRU13 ISO Dwelling Manual Rules ISOF-129999063 S18616 Bright 5/26/15
ISO 3059 PF DP-2013-OFR13 ISO Dwelling Policy Forms & Endorsements ISOF-129999025 S18615 Bright 5/20/15
ISO 3058 MR TRIA2015 DP-2015-OTEMU ISO Dwelling, TRIA2015 Manual Rules ISOF-129895180 S16018 Bright 4/28/15
ISO 3057 EN TRIA2015 DP-2015-OTEFO ISO Dwelling, TRIA2015 Cap on Losses From Certified Acts of Terrorism ISOF-129892092 S16017 Bright 4/28/15
AAIS 3054 EN AAIS-2015-3F AAIS Dwelling, TRIA2015 Terrorism Forms, Cert. Loss Form & Policyholder Disclosure Notice Form AMAX-129889453 S15100 Bright 4/2/15
ISO 3052 MR DP-2014-REQRU ISO Dwelling Manual Rules Earthquake Rule ISOF-129744850 S10583 Hansen 10/10/14
ISO 3051 MR DP-2014-OWBS2 ISO Dwelling Policy Program Manual ISOF-129617676 S6115 Moden 7/11/14
ISO 3050 EN DP-2014-OWBS1 ISO Ltd Water Back-Up Sump DSC ISOF-129617677 S6114 Hansen 7/22/14
AAIS 3044 EN AAIS-2013-54HOF Homeowner Amendatory Endorsement Texas 9212557145 129358 Hansen 9/10/13
AAIS 3043 EN AAIS-2013-54DPF Dwelling Amendatory Endorsement Texas 9212557142 129355 Hansen 9/10/13
ISO 3041 EN HO-2013-OFR13 Green Upgrades, Mechanical Breakdown, Limited Water Backup, Sump Discharge, or Overflow Coverage 9212555546 128567 Moden 7/23/13
ISO 3040 EN DP-2013-OSPE1 Special Provisions TX SB 698 Refund Unearned Premium Changes 9212555642 128627 Moden 7/23/13
ISO 3039 EN HO-2013-OSPE1 Special Provisions TX SB 698 Refund Unearned Premium Changes 9212555643 128628 Moden 7/23/13
AAIS 3038 EN AAIS-2013-44HOF Homeowners Amendatory Endorsement Texas to Comply with SB 698 9212554981 128285 Moden 7/11/13
AAIS 3037 EN AAIS-2013-44DPF Dwelling Amendatory Endorsement Texas to Comply with SB 698 9212554978 128282 Moden 7/11/13
AAIS 3036 MR AAIS-2013-5HOBPR Manual Rule Revisions - 8.14 and 8.15 - Homeowner Program 9212550635 126129 Moden 3/8/13
AAIS 3035 MR AAIS-2013-5HOCR Manual Rule Revisions - 6.14 and 6.15 - Homeowner Program 9212550634 126128 Moden 3/8/13
AAIS 3026 EN AAIS-2013-5HOF Cosmetic Damage/Roof Surfacing Endorsements - Homeowner Program 9212550633 126127 Moden 3/13/13
AAIS 3017 MR
RT
AAIS-2012-53R Various Manual Revisions - Homeowner Program 9212546044 123782 Moden 12/12/12 (MR)
12/19/12 (RT)
AAIS 3024 MR
RT
AAIS-2010-90R Initial Rules/Rates for By-Peril Alternative Rating Plan - Homeowner Program 9212540548 121003 Moden 7/3/12 (MR)
7/23/12 (RT)
AAIS 3023 MR
RT
AAIS-2010-90LC Various Manual Revisions - Homeowner Program 9212540549 121004 Moden 7/3/12 (MR)
7/23/12 (RT)
AAIS 3022 MR AAIS-2012-37R Various Manual Revisions (Rev. 06 12) - Homeowner Program 9212541454 121487 Moden 7/3/12
ISO 1054 EN HO-2012-OSPE1 HO 01 42 05 12, Revised Special Provisions - Texas 9212541827 121657 Moseley 7/3/12
AAIS 3021 EN AAIS-2012-36F HO 1503 06 12, Windstorm or Hail Exclusion (Except Coverage D) - Homeowner Program 9212541194 121344 Moden 6/26/12
ISO 1043 PF
MR
RT
HO-2010-OFR10
HO-2010-RRU10
HO-2010-RLC10
2011 Homeowners Multi-State Forms Revisions 9212522515 111092 Moden 5/17/12 (PF)
5/17/12 (MR)
5/17/12 (RT)
ISO 1050 EN HO-2011-OSAU1 HO 01 42 03 12, Special Provision TX HO Program (HB3, TIC 2301.010) 9212531982 116404 Moseley 1/24/12
ISO 1049 EN DP-2011-OSAU1 DP 01 42 03 12, Special Provisions Texas Dwelling Program (HB3, TIC 2301.010) 9212531981 116403 Moseley 1/24/12
AAIS 3032 EN AAIS-2012-3HOF HO 0842 01 12, Amendatory Endorsement - Texas Homeowners Program 9212536068 118666 Moden 1/18/12
AAIS 3031 EN AAIS-2012-3DPF FL 0263 01 12, Amendatory Endorsement - Texas, Dwelling 9212536066 118664 Moden 1/18/12
AAIS 3030 MR AAIS-2011-48R-1 Manual Revisions, Pages K1 & K2, Canine Exclusion - Homeowners Program 9212533962 117485 Villarreal 11/10/11
AAIS 3029 MR AAIS-2011-48R Manual Revisions - Homeowners Program 9212532108 116481 Villarreal 10/25/11
AAIS 3028 EN AAIS-2011-48F Various Endorsements including Canine Exclusion - Homeowners Program 9212532106 116479 Villarreal 10/25/11
AAIS 3027 EN AAIS-2010-75 FL 0440 11 10, Revised Water Exclusion Endorsement - Dwelling 9212520243 109872 Neel 10/12/10
AAIS 3013 MR
RT
AAIS-2009-21R Homeowners - Earthquake Supplement & Rating Factors 9212514157 106528 Moseley 3/29/10 (MR)
4/20/10 (RT)
AAIS 3012 EN AAIS-2009-21F HO 2754 04 09, Earthquake Coverage 9212514156 106527 Moseley 2/23/10
AAIS 3014 MR AAIS-2009-51R-1 Homeowners - Equipment Breakdown Coverage - Manual Supplement 9212513009 105933 Villarreal 1/22/10
AAIS 3010 PF AAIS-2008-45 2009 Homeowners Program - 7 Policy Forms & 87 Endorsements 9212504897 101664 Villarreal 12/30/09
ISO 1047 MR
RT
DP-2009-OBGS1 Introduction of Dwelling Building Codes 9212510012 104352 Moden 10/22/09 (MR)
10/22/09 (RT)
AAIS 3011 MR
RT
AAIS-2008-51R 2009 Homeowners Program - Manual Rules 9212505356 101889 Villarreal 9/21/09 (MR)
6/15/09 (RT)
AAIS 3015 MR
RT
AAIS-2008-51LC Homeowners - 2009 Rating Rules 9212505355 101888 Villarreal 6/16/09 (MR)
6/15/09 (RT)
AAIS 3020 EN AAIS-2009-9 ML 0485 01 09, Amendatory Endorsement - Texas Homeowner Program 9212503227 100770 Dunbar 3/17/09
AAIS 3016 EN AAIS-2009-9DP Dwelling Endorsements - Water Exclusion, Water Back Up and Sump Discharge or Overflow & Amendatory Endorsement - Texas 9212503486 100889 Dunbar 3/17/09
ISO 1030 EN
MR
HO 2008-OFRWE
HO 2008-OHPRU
Homeowners - Water Exclusion, Water Back Up and Sump Discharge or Overflow - Texas 9212495814 97113 Moden 8/19/08 (EN)
8/19/08 (MR)
ISO 1029 EN
MR
DP 2008-OWEFR
DP 2008-ODPRU
Dwelling - Water Exclusion, Water Back Up and Sump Discharge or Overflow 9212495815 97114 Moden 8/19/08 (EN)
8/19/08 (MR)
ISO 1046 MR
RT
DP 2008-R02RU
DP 2008-RLA1
Introduction of Dwelling Policy Program (2002) 9212493269 95794 Moden 5/13/08 (MR)
7/16/08 (RT)
ISO 1035 EN
MR
DP 2008-OTRP1
DP 2008-RTRP1
Dwelling Endorsements - Cap on Losses from Certified Acts of Terrorism 9212489193 93719 Villarreal 3/12/08
AAIS 3018 EN AAIS-2008-4DPF Dwelling - FL 0670 01 08, FL 1045 01 08, Terrorism Endorsements 9212488701 93462 Neel 2/27/08
ISO 1025 EN
MR
HO 2007-OIFE1
HO 2007-OIFE2
Homeowner Endorsement, HO 42 97 04 08, Identity Fraud Expense - Texas 9212484392 91147 Neel 9/21/07 (EN)
9/21/07 (MR)
ISO 1026 MR HO 2007-OTER1 Homeowner Territories Revision - HO-2005-R00RU 9212482993 90388 Neel 7/31/07
AAIS 3008 EN AAIS-2006-23DP FL 0670 06 06 - Certified Terrorism Loss (TRIA) 9212472147 84786 Moden 6/27/06
ISO 1019 EN
MR

DP 2006-OTRFR
DP 2006-OTRRU
DP-E Dwelling Policy Program Manual Exception Pages; DP 05 37 08 06 and DP 05 38 08 06 - Cap on Losses from Certified Acts of Terrorism 9212469583 83489 Moden 3/29/06 (EN)
3/29/06 (MR)
AAIS 3019 MR
RT
AAIS-2005-89R
AAIS-2005-89LC
2005 Homeowners Program Manual Rules 9212468812 83136 Neel 3/3/06 (MR)
4/11/06 (RT)
AAIS 3005 EN AAIS-2005-63 ML 0485 04 05 - Amendatory Endorsement - Texas 9212462664 80063 Moden 6/28/05
WITHDRAWN
AAIS 3003 PF
EN
AAIS-2004-55
AAIS-2004-55
Dwelling Properties Program - 3 new policy forms: FL-1 Basic Form, FL-2 Broad Form, FL-3 Special Form and 36 endorsements 9212451449 74863 Graf 4/19/05 (PF)
4/19/05 (EN)
ISO 1016 MR
RT
HO 2005-R00RU
HO 2005-RLA1
HO-2005-R00RU - Texas Homeowners Rules Filing 9212460232 78885 Graf 4/8/05 (MR)
7/19/06 (RT)
AAIS 3004 MR
RT
AAIS-2004-90R
AAIS-2004-90LC
Homeowners Initial Manual (Rev. 1.0) 9212457759 77723 Moden 1/10/05 (MR)
5/24/05 (RT)
ISO 1015 EN HO 2004-OSPP1 HO 23 03 06 05 - Scheduled Personal Property Endorsement - Texas 9212452134 75171 Moden 9/30/04
ISO 1014 EN
MR
DP 2003-OTRFR
DP 2003-OTRRU
Dwelling - DP 05 37 11 03, DP 05 38 11 03 - Cap on Losses from Certified Acts of Terrorism 9212443990 71311 Bickley 8/12/04 (EN)
8/6/04 (MR)
AAIS 3002 EN AAIS-2004-47 ML 0485 03 04 - Amendatory Endorsement - Texas 9212449932 74186 Dunbar 7/8/04
ISO 1013 PF DP 2003-OEND1 3 new policy forms: Dwelling Property 1-Basic Form, Dwelling Property 2-Broad form and Dwelling Property 3-Special Form and 42 endorsements 9212442827 70659 Bickley 3/17/04
ISO 1012 MR CF 2003-OBGS1 Building Code Effectiveness Grading Schedule (Dwelling) 9212440357 69434 Bickley 1/26/04
ISO 1011 MR CF 2003-OBGS1 Building Code Effectiveness Grading Schedule (Homeowners) 9212440356 69433 Bickley 1/26/04
ICT 2010 EN ICT HO-160A - Scheduled Personal Property 9212443627 71096 Bickley 12/8/03
ISO 1010 EN HO 2003-OSPE1 7 endorsements for use with Homeowners Program 9212442623 70554 Bickley 11/14/03
ICT 2009 PF 2003 ICT-Homeowners Condominium Form C 9212442084 70283 Bickley 10/2/03
ICT 2008 PF 2003 ICT-Homeowners Condominium Form B 9212442082 70281 Bickley 10/2/03
ICT 2007 PF 2003 ICT-Homeowners Tenant Form C 9212442081 70280 Bickley 10/2/03
ICT 2006 PF 2003 ICT-Homeowners Tenant Form B 9212442080 70279 Bickley 10/2/03
ICT 2005 PF 2003 ICT-Homeowners Form C 9212442078 70277 Bickley 10/2/03
ICT 2004 PF 2003 ICT-Homeowners Form B 9212442077 70276 Bickley 10/2/03
ICT 2003 PF 2003 ICT-Homeowners Form A 9212442076 70275 Bickley 10/2/03
ICT 2002 EN HO-712 - Cancellation 9212441599 70020 Bickley 9/5/03
ICT 2001 EN HO-712 - Cancellation 9212441116 69788 Bickley 8/21/03-AP
8/26/03-CW
AAIS 3001 EN AAIS-2002-66 ML 0686 07 03 - Identity Fraud Expense Coverage 9212439998 69284 Norris 8/14/03
ISO 1009 EN HO 2003-OEND1 HO 01 42 06 03 - Special Provisions - Texas 9212436893 67882 Bickley 4/17/03
AAIS 3007 PF AAIS-97-30F Introduction of Countrywide Homeowners Program, Policies & Endorsements 9212418907 59350 Bickley 2/26/03
ISO 1008 EN HO 2002-OIF02 HO 04 55 03 03 - Identity Fraud Expense Coverage 9212432106 65671 Julian 11/22/02
ISO 1007 EN HO 2002-OWD1 HO 04 34 06 02, HO 04 83 06 02 - Water Damage Coverage 9212431290 65218 Bickley 10/10/02
ISO 1006 PF HO 2003-OEND1 ISO Homeowner 2000 Program-Forms 9212424956 62221 Julian 8/17/02

Note: This listing is the same information found in the download copy.

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

Return to Index

Workers' Compensation
Org. Doc Code Filing Type Filing Org. Number Description TDI File Number/SERFF
Tracking Number Assigned
TDI Link Number Assigned Date Approved/ Accepted
NCCI 0949 EN 01-TX-2013(VZ) NCCI WC NOTIF (EN) Terrorism Disclosure 2007 (WC 42 01 01) 9212557779 129716 Tyrrell 10/01/13
NCCI WC EN 01-TX-2010 Retrospective Rating Plan Manual for Workers Compensation & Employers Liability Insurance - 2009 Ed. 9212519510 109488 Moore 2/23/11

Note: This listing is the same information found in the download copy.

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

Return to Index

P&C Actuarial - Bond



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Last updated: 09/19/2017

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