AH001
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Group Health Product Requirements Checklist
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PDF |
English |
AH002
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Group Health Large and Small Employer Requirements Checklist
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PDF |
English |
AH003
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Group Health Non-Employer or Member Association Checklist
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PDF |
English |
AH004
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Group Health Accident Only/Accidental Death and Dismemberment (AD&D) Checklist
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PDF |
English |
AH005
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Group Health Discretionary Group Checklist
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PDF |
English |
AH008
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Group Health Employer Market Form Filing Checklist - Figure 40, 42, 47, 48, and 50
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PDF |
English |
AH009
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Group Health Specified Disease Checklist
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PDF |
English |
AH010
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Group Health Stop Loss Checklist
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PDF |
English |
AH011
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Group and Individual Dental and Vision Checklist
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PDF |
English |
AH012
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Group and Individual Long-Term Care Checklist
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PDF |
English |
AH013
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Group and Individual Health Supplemental Coverage Checklist
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PDF |
English |
AH014
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Group and Individual Health Medicare Supplement and Select Checklist
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PDF |
English |
AH015
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Individual Health Product Requirements Checklist
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PDF |
English |
AH016
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Individual Health Major Medical Checklist
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PDF |
English |
AH017
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Individual Health Limited Benefit Checklist
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PDF |
English |
AH018
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Individual Health Accident Only / Accidental Death and Dismemberment (AD&D) Checklist
|
PDF |
English |
AH020
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Individual Health First Diagnosis or Critical Illness and Specified Disease Checklist
|
PDF |
English |
AH021
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Individual Health Rate / Rate Increase Filing Requirements Checklist
|
PDF |
English |
AH022
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Individual and Group Health Disability Income Protection Checklist
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PDF |
English |
AH023
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Individual and Group Health Hospital Indemnity Checklist
|
PDF |
English |
AH024
|
Individual Short-Term Recovery Care Checklist
|
PDF |
English |
AH025 (Fillable PDF)
|
Balance billing waiver Fillable PDF version
|
PDF |
English |
AH025
|
Balance billing waiver
|
PDF |
English |
HMO001
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Individual Plans
|
PDF |
English |
HMO002
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Large Employer and Conversion Plans
|
PDF |
English |
HMO003
|
Consumer Choice Evidence of Coverage (EOC) Checklist - Small Employer and Conversion Plans
|
PDF |
English |
HMO004
|
Evidence of Coverage (EOC) Checklist - Individual Plans
|
PDF |
English |
HMO005
|
Evidence of Coverage (EOC) Checklist - Large Employer and Conversion Plans
|
PDF |
English |
HMO006
|
Evidence of Coverage (EOC) Checklist - Small Employer and Conversion Plans
|
PDF |
English |
HMO007
|
Evidence of Coverage (EOC) Checklist - Single Health Care Service Plan - Dental Care
|
PDF |
English |
HMO008
|
Evidence of Coverage (EOC) Checklist - Single Health Care Service Plan - Vision Care
|
PDF |
English |
LAC001
|
Group Annuities Checklist
|
PDF |
English |
LAC002
|
Individual Deferred Annuities Checklist
|
PDF |
English |
LAC003
|
Single Premium Immediate Annuities Checklist
|
PDF |
English |
LAC004
|
Variable Annuities Checklist
|
PDF |
English |
LAC005
|
Group Life Insurance Checklist
|
PDF |
English |
LAC006
|
Individual Term and Whole Life Checklist
|
PDF |
English |
LAC007
|
Universal Life Insurance Checklist
|
PDF |
English |
LAC008
|
Variable Life Insurance Checklist
|
PDF |
English |
LAC009
|
Corporate Owned Life Insurance Checklist
|
PDF |
English |
LAC010
|
Fraternal Filings Checklist
|
PDF |
English |
LAC012
|
Private Placement Filings Checklist
|
PDF |
English |
LAC013
|
Annuity and Life Applications Checklist
|
PDF |
English |
LAC014
|
Life and Annuity Riders, Endorsements, and Amendments Checklist
|
PDF |
English |
LAC015
|
Accelerated Death Benefits Checklist
|
PDF |
English |
LAC016
|
Additional Insured's Checklist
|
PDF |
English |
LAC017
|
Guaranteed Living Benefits Checklist
|
PDF |
English |
LAC018
|
Index-Linked Crediting Features Checklist
|
PDF |
English |
LAC019
|
Life Exclusions Checklist
|
PDF |
English |
LAC020
|
Life Illustration Certification and Notification Checklist
|
PDF |
English |
LAC021
|
Market Value Adjustments Checklist
|
PDF |
English |
LAC022
|
Prepaid Funeral Filings Checklist
|
PDF |
English |
LAC023
|
Return of Premium Checklist
|
PDF |
English |
LAC024
|
Waiver of Premium Checklist
|
PDF |
English |
LAC025
|
Individual and Group Credit Life and Credit Accident and Health Insurance Checklist
|
PDF |
English |
LAC026
|
Life Settlement Forms Checklist
|
PDF |
English |
LAH301
|
Noninsurance Benefits Checklist
|
PDF |
English |
LAH302
|
Total and Partial Assumptions, Mergers, Name Changes, Redomestication, and Demutualization Form Filings Checklist
|
PDF |
English |
LAH303
|
Advertising Product Review Checklist
|
PDF |
English |
LAH310
|
Life and Health Transmittal Form
|
PDF |
English |
LAH311
|
Life, Health and HMO Miscellaneous Documents Transmittal Checklist
|
PDF |
English |
LAH312
|
HMO Transmittal Checklist and Certification Form
|
PDF |
English |
LAH313
|
Advertising Transmittal Checklist and Certification Form
|
PDF |
English |
LAH314
|
Advertising Annual Certification of Compliance
|
PDF |
English |
LAH321
|
Credit Insurance Deviation Request Form
|
PDF |
English |
LAH322
|
Actuarial Certification of Compliance for Indexed-Linked Annuities with an Additional Basis Point Reduction
|
PDF |
English |
LAH323
|
Life Settlement Provider Data Report
|
PDF |
English |
LAH345
|
Mandated Benefits and Mandated Offers Reporting Form
|
PDF |
English |
LAHR324
|
Notice and Consent for HIV-Related Testing
|
PDF |
English |
LAHR330
|
Small Employer Carrier Status Certification
|
PDF |
English |
LAHR334
|
Form Number 1212 Cert Actuarial Annual Small Employer Health Benefit Plan Actuarial Certification - Figure 47
|
PDF |
English |
LAHR335
|
Form Number 1212 CERT DATA Annual Small Employer Health Benefit Plan Report
|
PDF |
English |
LAHR337
|
Large Employer Carrier Status Certification
|
PDF |
English |
LAHR339
|
CCP Figure 1 - Required Disclosure Statement For All Consumer Choice Health Benefit Plans
|
PDF |
English |
LAHR339 - Example 1
|
Employer example of LAHR339 (Form CCP1)
|
WORD |
English |
LAHR339 - Example 2
|
Healthcare.gov example of LAHR339 (Form CCP1)
|
WORD |
English |
LAHR344
|
HMO Reconciliation of Benefits to Schedule of Charges
|
PDF |
English |
LHL050
|
Benefit Chart of Medicare Supplement Plans Sold for Effective Dates on or after June 1, 2010
|
PDF |
English |
LHL050
|
Benefit Chart of Medicare Supplement Plans Sold for Effective Dates on or After June 1, 2010 This form must be used beginning July 1, 2019.
|
PDF |
English |
LHL560
|
Long-Term Care Insurance Personal Worksheet
|
PDF |
English |
LHL561
|
Long-Term Care Insurance Potential Rate Increase Disclosure Form
|
PDF |
English |
LHL562
|
Long-Term Care Insurance Replacement and Lapse Reporting Form
|
PDF |
English |
LHL563
|
Long-Term Care Insurance Recission Reporting Form
|
PDF |
English |
LHL564
|
Long-Term Care Insurance Claim Denials Reporting Form
|
PDF |
English |
LHL565
|
Long-Term Care Insurance Policies Sold Reporting Form
|
PDF |
English |
LHL566
|
Long-Term Care Insurance Suitability Reporting Form
|
PDF |
English |
LHL567
|
Things To Know Before You Buy Long-Term Care Insurance
|
PDF |
English |
LHL568
|
Long-Term Care Insurance Suitability Letter
|
PDF |
English |
LHL569
|
Partnership Status Disclosure Notice for Long-Term Care Partnership Policies/Certificates
|
PDF |
English |
LHL570
|
Long-Term Care Partnership Program Insurer Certification Form
|
PDF |
English |
LHL572
|
Long-Term Care Partnership Agent Training Certification Form Annual Report
|
PDF |
English |
LHL573
|
Insurer Certification of Association Compliance with Marketing Standards for Long-Term Care Partnership and Non-Partnership Policies and Certificates
|
PDF |
English |
LHL610
|
Consumer Choice Health Benefit Plans Data Certification
|
PDF |
English |
NOFR001
|
Prior Authorization of Health Care Services
|
PDF |
English |
NOFR002
|
Texas Standard Prior Authorization Request Form for Prescription Drug Benefits
|
PDF |
English |