Utah Admin. Code R590-226-9 - Additional Procedures for Variable Life Filings

(1) An insurer submitting a variable life insurance filing shall comply with:
(a) Section 31A-22-411; and
(b) Rule R590-133.
(2) An insurer submitting a variable life insurance policy shall certify it has:
(a) a variable contract line of authority; and
(b) a separate account established in the state of domicile.
(3) Actuarial Memorandum. An actuarial memorandum shall:
(a) be included in a variable life insurance filing;
(b) describe the type of accounts available in the policy, identifying the accounts that are separate accounts, including modified guaranteed accounts, and general accounts;
(c) demonstrate nonforfeiture compliance for:
(i) separate accounts pursuant to Section 31A-22-411; and
(ii) fixed interest general accounts pursuant to Section 31A-22-408;
(d) identify a fixed account's:
(i) guaranteed minimum interest rate; and
(ii) maximum surrender charge; and
(e) include a certification of compliance with applicable nonforfeiture and valuation laws by a qualified actuary.

Notes

Utah Admin. Code R590-226-9
Adopted by Utah State Bulletin Number 2023-09, effective 4/21/2023

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