Data Release Notes for December 3, 2018

This includes updates and information about our Carrier rates and forms.

Rates

  • Banner OPTerm Updated
    Banner term rates updated and set live. June 25th

  • Assurity Accelewriting Rates Added
    Assurity accelerated underwriting rates for term added. August 15th

  • Protective Classic Choice Updated
    Protective Classic Choice term update live. August 27th

  • American General Select-A-Term Updated
    AIG term rates updated. September 14th

  • Banner OPTerm Updated
    Banner term rates updated and set live. October 8th

  • Transamerica Trendsetter Super Updated
    Transamerica Trendsetter Super rates updated and set live. November 17th

  • Banner OPTerm New Term Lengths
    Banner new term lengths 35 and 40 live. November 27th

  • Mutual of Omaha Term Life Answers Updated
    Mutual of Omaha Term Life Answers updated and set live. December 1st

Forms

  • Transamerica Form Updated
    Transamerica form ACC-DISC LR NY updated to 11/16 version. June 15th

  • North American Form Updated
    North American form L-2412DC updated to 1-18 version. June 15th

  • Principal Form Product Change
    Principal form MM2675-4 now is just on the VUL Income III product. June 18th

  • Cincinnati Forms Updated
    Cincinnati Life 6288 replacement forms updated. June 20th

  • Transamerica Form Updated
    Transamerica form SAD 0113 updated to 4/18 version. June 22nd

  • Principal Form Product Change
    Principal VUL Income II removed from form MM9876-1. Form MM9876A-1 updated and VUL Income II removed. June 25th

  • American General Form Updated
    AIG form AGLC111095-CA updated to 6/18 version. June 28th

  • John Hancock Forms Updated
    John Hancock forms 17OCCIBR_NC and NB5232NC added. June 28th

  • Protective Forms Updated
    Protective forms PL-400-NY, ICC12-400_NC, and ICC12-400_PA instruction pages updated. June 28th

  • Pacific Life Forms Replaced
    Pacific Life forms 15-46096-00 and 15-46107-00 replaced with form 15-47636-00 in PA. July 2nd

  • Principal Form Updated
    Principal form DD9196-2 added. July 2nd

  • American General Forms Added and Updated
    AIG forms AGLC108093-2015, AGLC108093-FL-2015, AGLC108093-NY-2015, ICC15-108093, AGLC107631-2017, AGLC107631-CA-2017, AGLC107631-FL-2017, AGLC108108-2015, and AGLC108108-NY-2015 updated. Forms AGLC109029-CA and AGLC109029-FL added. July 2nd

  • Principal Forms Updated
    Principal forms DD9023 - 4 and DD638-28 updated. Form DD688-25 added. July 6th

  • Protective Forms Replaced
    Protective Military Questionnaires updated to 602 forms, U-698 updated to PLX-602. July 9th

  • Lincoln Forms Added and Removed
    Lincoln forms LF06640-18_8-17, LF06640_8-17, LF06641_8-17, LF10975-18_8-17, and LF10975_8-17 removed. Forms LF10975_8-18, LF06640_8-18, LF06641_8-18, and LF10975-18_8-18 added. July 13th

  • American General Form Updated
    AIG form 4506T-EZ updated to 2016, 2017 version. July 18th

  • Transamerica Forms Added
    Transamerica forms SSBA 0718 and NAMCHG2017 added. July 23rd

  • American General Forms Updated
    AIG forms AGLC108086-NY-2015 and AGLC108087-NY-2015 updated to reflect change to form AGLC103546 in the packet. July 30th

  • North American Form Removed
    North American form L-2856 removed due to credit card payment discontinuation. August 1st

  • John Hancock Forms Updated
    John Hancock NB5037 forms updated to reflect update in NB5209 forms. Forms ICC16 NB6005, ICC16 NB6005_MA, NB5139FL, NB5139ND, NB5139US, ICC16 NB6000KIT, ICC16 NB6000KIT_MA, NB5000CA, NB5000DC, NB5000FL, NB5000ME, NB5000ND, NB5000US, NB5000UT, NB5000PA and NB5226 forms updated. August 21st

  • Principal Form Updated
    Principal form AA4030CA-0 updated. August 27th

  • John Hancock Form Added
    John Hancock form 18OCLTCR GU added. August 28th

  • North American Forms Added
    North American forms O-2927 and L-3241 added. August 31st

  • Principal Form Updated
    Principal form AA2000N-0 updated. September 4th

  • Protective Form Updated
    Protective form DD1579-4 updated. September 13th

  • North American Form Added
    North American form O-2932 added. September 21st

  • North American Form Updated
    North American form L-1683 updated. October 4th

  • Lincoln Forms Updated
    Lincoln forms LF10796, LFF11677, LFF11677-11, LFF11677-32, LFF11677-37, LFF11677-26, ICC17LFF11677, ICC18LFF11798, LFF11798, LFF11798-11, LFF11798-26, LFF11798-32, LFF11798-37, LF11803, and LFF11805 updated. November 12th

  • North American Form Added
    North American form O-2932NH added. November 17th

  • Transamerica Forms Updated
    Transamerica forms ACC-DISC 1016 and ACC-DISC LR02_03 CA REV updated in CA. November 18th

  • Protective Application Packets Updated
    Protective Guaranteed Income and Indexed Annuity II app packets updated. November 18th

  • Protective Form Updated
    Protective W-9 form updated. November 18th

  • Transamerica Forms Updated
    Transamerica forms APF 1-1118, TOM 321V-1118, TOM 319V-1118, TOC 2V-1118, TOC 3V-1118, and TOP 288V-1118 updated. November 18th

  • Mutual of Omaha Form State Updated
    Mutual of Omaha form L5847_0203 updated to include Ohio. November 28th

  • Principal Compact State Form Updates
    Principal forms updated to reflect changes in the compact states. This change affected around 80 forms and included updates to existing forms, addition of new forms, removal of forms, and addition and removal of states to existing forms. December 1st