Events

Draft Agenda

For Agenda Item #2, Uniform Standards in Rulemaking Process:

GROUP TERM LIFE PRODUCT LINE

• Group Term Life Insurance Policy and Certificate Standards 
• Uniform Standards for Group Term Life Insurance Enrollment Forms and Statement of Insurability Forms 
• Uniform Standards for Group Term Life Insurance Statement of Insurability Change Form 
• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Term Insurance Certificate Changes 
• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Term Life Insurance Policy Changes 
• Group Term Life Insurance Uniform Standards for Accelerated Death Benefits 
• Group Term Life Insurance Uniform Standards for Accidental Death Benefits 
• Group Term Life Insurance Uniform Standards for Accidental Death and Dismemberment Benefits 
• Group Term Life Insurance Uniform Standards for Waiver of Premium While the Certificateholder is Totally Disabled 

GROUP WHOLE LIFE PRODUCT LINE

• Group Whole Life Insurance Policy and Certificate Standards 
• Uniform Standards for Group Whole Life Insurance Enrollment Forms and Statement of Insurability Forms 
• Uniform Standards for Group Whole Life Insurance Statement of Insurability Change Form 
• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Whole Insurance Certificate Changes 
• Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Whole Life Insurance Policy Changes 
• Group Whole Life Insurance Uniform Standards for Accelerated Death Benefits 
• Group Whole Life Insurance Uniform Standards for Accidental Death Benefits 
• Group Whole Life Insurance Uniform Standards for Accidental Death and Dismemberment Benefits 
• Additional Standards for Waiver of Premium Benefits for Total Disability and Other Qualifying Events for Whole Life Insurance Policies and Certificates 
• Additional Standards for Graded Death Benefits for Whole Life Insurance Policies and Certificate
   
• Product Standards Committee Transmittal Memo - June 3, 2024

For Agenda Item #3, Management Committee and Commission Consideration of Adoption of Amendments to Annuity Standards:

• Additional Standards for Index-Linked Crediting feature for Deferred Non-Variable Annuities and the General Account Portion of Individual Deferred Variable Annuity Contracts 
• Additional Standards for Bonus Benefits (for Individual Deferred Non-Variable Annuities) 
• Additional Standards for Market Value Adjustment Feature Provided Through the General Account 
• Additional Standards for Bonus Benefits for Individual Deferred Variable Annuity Contracts 
• Additional Standards for Guaranteed Minimum Death Benefits for Individual Deferred Variable Annuities 
• Additional Standards for Waiver of Surrender Charge Benefit 
• Product Standards Committee Transmittal Memo -  March 18, 2024

Agenda Item #4, Public Hearing on Amendments to Certain Uniform Standards

• Additional Standards for Guaranteed Living Benefits for Individual Deferred Variable Annuities 
• Product Standards Committee Transmittal Memo -  April 25, 2024

Agenda Item #7, Commission Consideration of Request by Oregon of its Request to Stay the Effectiveness for Oregon of Uniform Standards Adopted by the Commission on April 25th of Certain Individual Annuity Standards

• Oregon’s request for stay