| (a) Identifying issuer information. Within each QTL
template, in the worksheet titled "Issuer and Plan Information," an
issuer must provide the:
(1) issuer name;
(2) NAIC number, or if none, issuer license number;
(3) date the analysis was completed (analysis completion
date);
(4) contact name;
(5) phone number; and
(6) email address.
(b) Identifying plan information. Within each QTL template,
in the worksheet titled "Issuer and Plan Information," an issuer must
provide the:
(1) unique plan marketing name;
(2) unique plan identifier;
(3) date the plan was first issued (plan issuance date);
(4) market type;
(5) plan type; and
(6) identification number of the filing or filings
in which the forms were approved.
(c) Information required where analysis includes multiple
plans. If the analysis includes multiple plans, the information required
by subsection (b) of this section must be repeated for each of the
plans to which the analysis applies.
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