The State of New Jersey
NJ Department of Banking and Insurance

Home > Insurance Division > Life and Health > NJ Life and Annuity Submission Requirements (Checklist)
Individual Life & Annuity Submissions Checklist

Table of Contents (PDF)

NJ Submission Requirements - Life & Annuity

Initial Submissions (PDF)

Resubmissions (PDF)

General Requirements

Specific Requirements per Product Feature/Type:

    • Variable and Separate Account Forms
    • Rider Forms, Endorsements, Insert Pages, Supplemental Forms
    • Certificates of Assumption
    • Synthetic GICs
    • Forms for Persistency Bonuses
    • Annuities
Review Checklists

Individual General Account Annuities (PDF)
Individual Life Forms (with Universal Life section) (PDF)

Individual Variable Annuities (PDF)
Individual Variable Life Insurance Forms (PDF)

Note: Multiple checklists are necessary for variable forms. For example, for a Variable Universal Life form, use the Individual Life Forms (with Universal Life section) and the Individual Variable Life Forms checklists.
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New Jersey Department of Banking and Insurance