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Texas Department of Insurance
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Life, Accident, and Health Annuity Checklists

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TDI Form Number Description File Format Language
LAC001 Group Annuities Checklist
PDF English
LAC002 Individual Deferred Annuities Checklist
PDF English
LAC003 Single Premium Immediate Annuities Checklist
PDF English
LAC004 Variable Annuities Checklist
PDF English
LAC013 Annuity and Life Applications Checklist
PDF English
LAC017 Guaranteed Living Benefits Checklist
PDF English
LAC021 Market Value Adjustments Checklist
PDF English
LAH322 Actuarial Certification of Compliance for Indexed-Linked Annuities with an Additional Basis Point Reduction
PDF English

For more information, contact: LifeHealth@tdi.texas.gov