(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:
(7) a memorandum that:
(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.
Source Note: The provisions of this §5.9321 adopted to be effective July 28, 2019, 44 TexReg 3640; amended to be effective January 8, 2024, 49 TexReg 41