- (1) A life insurance filing that includes an accident and health insurance benefit, rider, or endorsement shall comply with Rule R590-220.
(2)(a) A combination filing is a policy, rider, or endorsement that creates a product providing both life insurance and accident and health insurance benefits.
(b) The acceptable combination filings are:
- (i) a rider or endorsement; or
- (ii) an integrated policy.
- (c) A combination filing shall be submitted separately to both the health instance and the life instance in SERFF, as both instances will process the filing.
- (d) A rider or endorsement shall be submitted to the appropriate instance in SERFF based on the benefits provided in the rider or endorsement.
(3) The filing description shall include the Utah filed date or SERFF tracking number and shall identify the filing as a combination of TOIs, such as:
- (a) a whole life insurance policy with a long-term care insurance benefit; or
- (b) a major medical health policy that includes a life insurance benefit.
KEY: life insurance filings
Date of Last Change: April 21, 2023
Notice of Continuation: March 7, 2024
Authorizing, and Implemented or Interpreted Law: 31A-2-201; 31A-2-201.1; 31A-2-202