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Texas Department of Insurance
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Listing of Life, Accident, and Health Forms

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TDI Form Number Description File Format Language
AH001 Group Health Product Requirements Checklist
PDF English
AH002 Group Health Large and Small Employer Requirements Checklist
PDF English
AH003 Group Health Non-Employer or Member Association Checklist
PDF English
AH005 Group Health Discretionary Group Checklist
PDF English
AH008 Group Health Employer Market Form Filing Checklist - Figure 40, 42, 47, 48, and 50
PDF English
AH010 Group Health Stop Loss Checklist
PDF English
AH011 Group and Individual Dental and Vision Checklist
PDF English
AH012 Group and Individual Long-Term Care Checklist
PDF English
AH013 Group and Individual Health Supplemental Coverage Checklist
PDF English
AH014 Group and Individual Health Medicare Supplement and Select Checklist
PDF English
AH015 Individual Health Product Requirements Checklist
PDF English
AH016 Individual Health Major Medical Checklist
PDF English
AH017 Individual Health Limited Benefit Checklist
PDF English
AH018 Individual and Group Health Accident Only/ Accidental Death & Dismemberment Checklist
PDF English
AH020 Individual and Group Health First Diagnosis or Critical Illness and Specified Disease Checklist
PDF English
AH021 Individual Health Rate / Rate Increase Filing Requirements Checklist
PDF English
AH022 Individual and Group Health Disability Income Protection Checklist
PDF English
AH023 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

For more information, contact: LifeHealth@tdi.texas.gov