Section 5.9323 - Requirements for Reference Filings(a) Reference filings for policy forms and endorsements should not include a copy of the referenced material.(b) In addition to the transmittal information, a reference filing must include: (1) the name of the insurance company or advisory organization whose filing is being referenced; and(2) the TDI file number or SERFF tracking number of the filing being referenced.(c) For personal automobile, residential property, and personal multi-peril insurance, the filing must also include: (1) a list of each form and endorsement that the insurer will use from each referenced filing; and(2) a form usage table, as described in § 5.9321(c)(6) of this title (relating to General Filing Requirements), that includes each form and endorsement that the insurer will use from each referenced filing.(d) If a filer wants to change a form or endorsement approved for another insurer or an advisory organization, the filer may not submit the form as a reference filing. The filer must submit the amended form for approval with the information required by § 5.9321 and § 5.9322 of this title (relating to Additional Information).28 Tex. Admin. Code § 5.9323
Adopted by Texas Register, Volume 41, Number 09, February 26, 2016, TexReg 1488, eff. 9/1/2016; Adopted by Texas Register, Volume 44, Number 29, July 19, 2019, TexReg 3646, eff. 7/28/2019; Amended by Texas Register, Volume 49, Number 01, January 5, 2024, TexReg 0049, eff. 1/8/2024