| (a) Filings must be submitted for one line of insurance
only, except for multi-peril and interline filings.
(b) Filings submitted under this division may not be
combined with any other filing types submitted under this subchapter.
(c) Filings must contain the following:
(1) the transmittal information required in §5.9310
of this title (relating to Property and Casualty Transmittal Information
and General Filing Requirements);
(2) a copy of the proposed policy forms or endorsements;
(3) a form number for each proposed form;
(4) an edition date for each proposed form, if applicable;
(5) the TDI file number or SERFF tracking number for
the previously approved policy to which the proposed form will be
attached, if applicable;
(6) a form usage table that includes:
(A) the form name and form number for each proposed
form;
(B) information indicating whether each proposed form
is optional, mandatory, or conditional mandatory; and
(C) for conditional mandatory forms, an addendum to
the form usage table that describes the conditions that make each
form mandatory. For filings other than personal automobile, residential
property, or personal multi-peril, the filer may describe the conditions
elsewhere in the filing;
(7) a memorandum that:
(A) explains in detail the reasons for the filing;
(B) describes each proposed policy form or endorsement;
and
(C) details each policy form or endorsement's use,
including the type of risk or risks for which the forms or endorsements
will be used.
(d) Filings must also meet the following requirements.
(1) Filings must include all provisions required by
statute, administrative rule, or Commissioner's order. Filers may
add the required provisions to a policy form by including a Texas
amendatory endorsement. The filing must include the amendatory endorsement,
or the filing may reference an approved amendatory endorsement that
applies to the policy forms in the filing.
(2) For amended policy forms or endorsements, copies
of the previously approved or adopted policy forms or endorsements
indicating the differences between the approved or adopted policy
forms or endorsements and the filed policy forms or endorsements must
be included. New text must be underlined, and deleted text must be
in brackets with a strikethrough. Alternatively, the changes can be
indicated by other clearly identified or highlighted editorial notations
referencing new and replaced text. The marked changes must be in a
separate single document for each filed form.
(e) Unless requested by TDI, filings made by advisory
organizations do not need to include:
(1) the proposed effective date specified in §5.9310(c)(9)
of this title; or
(2) the form usage table specified in subsection (c)(6)
of this section.
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