Get Instructions For Completing Blanks Agenda Item ... - Naic

This guide provides clear instructions for completing the blanks agenda item submission form for the National Association of Insurance Commissioners (NAIC). Users will find detailed steps to ensure accurate and timely submissions.

Follow the steps to effectively complete your blanks agenda item submission form

1. Click the ‘Get Form’ button to access the blanks agenda item submission form. This action will open the form for you to begin filling it out.
2. Complete the form for each blanks proposal. In the section labeled 'Identification of Item(s) to be Changed', detail the page number, schedule, exhibit, part, column, line, or item number, along with the precise caption and location of each item.
3. Ensure that all attachments are formatted correctly with new language underscored and deletions struck through for clarity.
4. Include the necessary new instructions or amendments and double-check the appropriate boxes on the proposal form as needed.
5. Type all submission forms and necessary attachments as originals. Handwritten documents are not permitted.
6. If your proposal originates from another NAIC committee, task force or working group, confirm that the contact listed is someone who has served on that specific group and can address related questions.
7. Draft the Reason, Justification for, and Benefit of Change section, which must include a brief statement addressing the disclosure issue, specific justification, and relevant background information.
8. Record the anticipated effective reporting date for each proposal on the submission form. Understand that the final effective reporting date is contingent upon the proposal's adoption timeline.
9. Submit your completed form and attachments to the designated contacts, Mary Caswell and Calvin Ferguson, using the provided email addresses.
10. Be mindful of submission timelines: quarterly proposals must be filed at least 30 days prior to the NAIC Spring National Meeting, while annual proposals must be submitted by the specified June deadlines.
11. Once you have filled out the form, you can save any changes, download, print, or share the document as necessary.

Begin completing your documents online today to ensure timely submissions and compliance.