For Completing the New York Supplement to the NAIC PROPERTY and Casualty Annual Statement . For instructions content questions, please contact me at cferguson@naic.org. Appendix C of the Risk Retention and Purchasing Group Handbook has been updated. Research and analysis on important insurance issues. Recommendations are aimed at adding uniformity and consistency to regulatory processes, while being responsive to state-specific needs. 5. WebThe Statistical Compilation provides aggregate annual statement data for property/casualty, life/health insurance companies, all HMOs and companies that write accident and health insurance and file annual statements with the NAIC. ASOP No. Information regarding updates is also printed on the instructions cover page. Complete the financial statements using software from an approved vendor. Last edited by ImportBot December 31, 2021 | History Edit An edition of 2021 Annual Statement Health Instructions (2021) 2021 Annual Statement Health Fall Release 2022- The publication is now available as a PDF via an online subscription service (OSS) through Account Manager. WebThe Statistical Compilation provides aggregate annual statement data for property/casualty, life/health insurance companies, all HMOs and companies that write accident and health insurance and file annual statements with the NAIC. 1 . With a focus on finding the right policy at a good value, the publication details important facts to discuss with insurance providers and addresses the implications associated with dropping a policy once it has been purchased. Updated annually. Web4. WebNAIC Publications National Association of Insurance Commissioners (NAIC) Publications. Web4. Annuity contracts are therefore included within the term life insurance contracts unless specifically indicated otherwise in this Valuation Manual. Insurance companies file annual and quarterly reports with the National Association of Insurance Commissioners (NAIC). Having a problem with an insurance company or agent? For Completing the New York Supplement to the NAIC PROPERTY and Casualty Annual Statement . Revisions are identified in bold font and summarized in a memo included within the publication, 2022 RBC Forecasting and Instructions-Health online subscription service, 2022 RBC Forecasting and Instructions-Life online subscription service, 2022 RBC Forecasting and Instructions-Property/Casualty online subscription service, State Insurance Regulation: Key Facts and Market Trends, Provides guidance and contains suggested best practices for state insurance departments in administering a producer-licensing program. Web2021 National Association of Insurance Commissioners 1 Life . Skip to Section V For State Filin gs. The Annual Statement Electronic Filing includes the annual statement data and all supplements due March 1, per the Annual Statement Instructions. View actions considered by committees, task forces, and subgroups, as well as charges, schedules, and staff links. Designed to educate consumers about the need to consider purchasing earthquake insurance. Insurance companies file annual and quarterly reports with the National Association of Insurance Commissioners (NAIC). WebState NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 x14) 1 EO xxx 3/1 NAIC 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC NOTES AND INSTRUCTIONS (A-K APPLY TO ALL FILINGS) A Required Filings Contact Person: Johanna Nickelson Johanna.Nickelson@state.sd.us 605-773-3563 Posted semiannually. This waiver could include supplemental annual statement filings. WebThe Blanks (EX) Task Force modified the 1999 Annual Statement Instructions to waive paper filings of certain NAIC supplements and certain investment schedule detail, if such investment schedule data is available to the states via the NAIC database. Updated annually. Statistical Handbook of Data Available to Regulators. Having a problem with an insurance company or agent? The Insurance Department Resources Report provides key statistics on the resources and regulatory activities of the 56 NAIC-member jurisdictions. Column (5) Due Date Answers regarding health care law and insurance. This includes all detail investment schedules and other supplements for which the Annual Statement Instructions exempt printed detail. There are now separate RBC formulas for each of the primary insurance lines of business: 1) life and fraternal; 2) P/C; and 3) health. This handbook provides a guide to assist state insurance departments in establishing an effective examination system. Web4. Skip to Section V For State Filin gs. Please refer to Massachusetts Bulletin 2020-24 and Accounting Practices & Procedures Manual Update - March 2022 ; Financial Regulation Standards and Accreditation Program The following materials are for the 2022 reporting year and will be updated on an ongoing basis. Part 2 modification ONLY for Pennsylvania domestic insurers that are licensed in Pennsylvania only and had total direct written premiums of less than $2,000,000 in 2018: 02/09/2021 11:58:00 Title: PROPERTY & CASUALTY INSURERS Last modified by: %PDF-1.6 % The State of Ohio does not require annual filings or Annual Statements as long as the filings required by the National Association of Insurance Commissioners (NAIC) are filed with the NAIC by their due dates. Starting in 2009, the NAIC replaced the prior forms (Forms A, B and C) with entirely new forms (Forms 1, 2, 3, 4 and 5). The GAAP guidance can be 1) adopted; 2) adopted with modification; or 3) rejected for statutory accounting. Web2021-02BWG Modified. A detailed chart includes statutory citations, filing deadlines, workpaper requirements, audit committee requirements and much more. For Completing the New York Supplement to the NAIC PROPERTY and Casualty Annual Statement . Mar. The Supplemental Health Care Exhibit Report is based off the new Supplemental Health Care Exhibit, which was created as a tool to comply with new federal legislation. Earned premiums, incurred losses, loss ratios and market share information for each type of insurance are displayed in separate sections for convenient analysis by line of business. There are now separate RBC formulas for each of the primary insurance lines of business: 1) life and fraternal; 2) P/C; and 3) health. L Signed Jurat: In lieu of printed copies of annual statements, Massachusetts requires foreign property and casualty insurers to file a signed Jurat page. Provides detailed demographic information on more than 5,000 Property, Life and Fraternal, Health, and Title insurers, as well as more than 17,000 offshore alien insurers and reinsurers included in the NAIC database. In compliance with the 2022 New York Annual Statement and Supplement filing requirements, each of the submissions listed below contains a complete set of general and specific instructions as well as blank forms and other related supplemental/addendum forms.. 2023 Quarterly Statement Blanks Property/Casualty, 2023 Quarterly Statement Blanks Life/Fraternal, QSIT-OSS-2023, QSIP-OSS-2023, QSIL-OSS-2023, QSIH-OSS-2023, 2023 Quarterly Statement Instructions Title, 2023 Quarterly Statement Instructions Property/Casualty, 2023 Quarterly Statement Instructions Life/Fraternal, 2023 Quarterly Statement Instructions Health, Receivers Handbook for Insurance Company Insolvencies. This publication contributes to the goal of providing state insurance departments with an integrated approach to screening and analyzing the financial condition of insurance companies by explaining ratio calculations and providing worksheets and benchmarks that are part of the NAIC's IRIS. Copyright 1991. NAIC SUPPLEMENTS Its use will help insurance regulators provide speed-to-market for insurers, while continuing to maintain a high level of protection for consumers. This report, which shows state-by-state data, is designed to provide insurance regulators, consumers and legislators with information and analysis of auto insurance information. Retaliation: A Guide to State Retaliatory Taxes, Fees, Deposits and Other Requirements. SAPWG sponsored a BWG proposal (Ref #2022-01BWG) to add a new general interrogatory to the annual statement blanks to require the disclosure of cryptocurrencies directly held or permitted for the remittance of premium s (Ref #2021-24). WebAll 2021 Annual and 2022 Quarterly submissions/updates concluded on January 31, 2023. Access technology tools and resources for U.S. insurance regulators. The white paper also highlights legal restrictions that may prohibit home-sharing in some areas and describes the type of coverage available by the largest home-sharing companies currently operating in the U.S. The checklists reflect this action taken by the Blanks (EX) Task Force. This serves to assist in preventing insolvencies for which liability is imposed on insurers under state guaranty fund laws. The white paper describes common exclusions found in homeowners and dwelling policies and outlines the coverage options for home-sharing hosts and guests. Property & Casualty: INSTRUCTIONS . Please note: This summary does not represent all examination standards, methodologies and areas of review that could be utilized by an insurance department. Implementation Guide for Annual Financial Reporting Model Regulation (#205) Changes and Related Items o None. Select a state or jurisdiction for insurance department contact information. Web2021 NAIC Publications National Association of Insurance Commissioners (NAIC) Publications The following materials are for the 2021 reporting year and will be updated on an ongoing basis Financial Analysis Handbook Insurance Regulatory Information System Ratios Manual Accounting Practices & Procedures Manual While focusing on deferred annuity contracts, the publication covers the annuity purchasing process from start to finish and includes questions customers should ask their agent or company along the way. 2022 Market Regulation Digital Subscription, Market Regulation Handbook - Examination Standards Summary. WebFor NAIC forms, contact: National Association of Insurance Commissioners 2301 McGee, Suite 800 Kansas City, MO 64108-2604 (816) 842-3600. The Corporate Governance Annual Disclosure is a state filing only and should not be Published three times annually following the NAIC's Spring, Summer, and Fall National Meetings. SAPWG sponsored a BWG proposal (Ref #2022-01BWG) to add a new general interrogatory to the annual statement blanks to require the disclosure of cryptocurrencies directly held or permitted for the remittance of premium s (Ref #2021-24). In 1992, the NAIC adopted a life RBC formula, which was implemented in 1993. 2021 Annual Statement Health Instructions Naic Not in Library Want to Read 1 2 3 4 5 More When you buy books using these links the Internet Archive may earn a small commission. 5. WebThe filing deadlines for the components of the 2021 annual electronic filings that may be submitted to the NAIC are as follows. Property & Casualty: INSTRUCTIONS . Published following each national meeting. 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Also includes information on smart shopping strategies and steps to take in protecting homes. Professional development for state insurance regulators and industry professionals. Web2022-23 Annual Statements and New York Supplement Filing Instructions and Forms. Exclusive, industry-focused manuals, data, and more. The Annual Statement Electronic Filing includes the annual statement data and all supplements due March 1, per the Annual Statement Instructions. Please refer to Massachusetts Bulletin 2020-24 The RBC Forecasting and Instructions explains the RBC formula, which should be helpful to anyone responsible for submitting data. Name of Insurer . prepared in accordance with the NAIC Questions 8.5 and 8.6 are new for 2021 Annual. NOTE: Some states allow companies to utilize electronic signatures in documents from companies such as DocuSign.

GENERAL . WebThe Annual Statement Electronic Filing includes the annual statement data and all supplements due March 1, per the Annual Statement Instructions. Contains a summary of market distribution and average cost by policy form and amounts of insurance-specific information for each state regarding number of homeowners policies written, amount of insurance and average premiums. A listing of mutual funds that meet conditions in the Purposes and Procedures Manual of the NAIC, qualifying them for more favorable reserve treatment. WebState NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 x 14) 1 EO xxx 3/1 NAIC Note H, L, M 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC Note H, L, M 2 Quarterly Financial Statement (8 x 14) 1 EO xxx 5/15, 8/15, NAIC Annual Statement Instructions should be followed. Updated annually. The annual statement instructions as well as an example of note 1.01 are below. Updated annually. The Life and Fraternal reports contain the top 125 groups by state and countrywide for life insurance, annuity considerations and total premiums written. For instructions content questions, please contact me at cferguson@naic.org. Web2021 National Association of Insurance Commissioners 1 Life . WebK Bar Codes (State or NAIC): Please follow the instruction in the NAIC Annual Statement Instructions. L Signed Jurat: In lieu of printed copies of annual statements, Massachusetts requires foreign property and casualty insurers to file a signed Jurat page. A password-protected Web site allows access to updates to the Manual prior to the next publication. The NAIC will be working to ensure that companies have complied with electronic filing requirements and financial reporting requirements contained in the Blanks, Annual Statement Instructions and Purposes and Procedures Manual of the NAIC Investment Analysis Office,and any data validation failures are resolved. This examination was conducted in accordance with the National Association of Insurance Commissioners (NAIC) Financial Condition Examiners Handbook, which requires that we plan and with New York laws, statutory accounting principles, annual statement instructions, and Department LIFE, ACCIDENT AND HEALTH/FRATERNAL INSURERS 1.1 Printed Investment Schedule detail (Pages E01-E29) 1+CD EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 x 14) 1+CD EO xxx 5/15, 8/15, 11/15 NAIC L, V NOTES AND INSTRUCTIONS (A-K APPLY TO ALL Fully indexed and cross-referenced to make research easy. WebThe Annual Statement Electronic Filing includes the annual statement data and all supplements due March 1, per the Annual Statement Instructions. Have a question or request? Accident and Health Policy Experience Report 2021, Accounting Practices and Procedures Manual. 1.1 Printed Investment Schedule detail (Pages E01-E29) 0 EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 x 14) 0 EO xxx 5/15, 8/15, 11/15 NAIC G 3 Separate Accounts Annual Statement (8 x14) 0 EO xxx 3/1 NAIC NOTES AND INSTRUCTIONS (A-K APPLY TO ALL FILINGS) ASOP No. 2022 NAIC Annual Filings/New York Annual Supplemental filings: Our three-year blueprint for the future shows the way toward building on existing strengths. Information regarding updates is also printed on the instructions cover page. This includes all detail investment schedules and other supplements for which the Annual Updated annually. Reports available since 1990. In 1992, the NAIC adopted a life RBC formula, which was implemented in 1993. The directory provides biographical and contact information for each regulator, as well as important information about key personnel, including titles, telephone numbers, Web sites and e-mail addresses. Stop.Call.Confirm is a registered service markof the National Association of Insurance Commissioners. WebInstructions by type of insurance. Financial Statement Filing Filing Information Filing Instructions InsData Uniform Certificate of Authority Overview State Specific Requirements Electronic Application Principle Based Reserving Overview Securities Valuation Office Overview Resources Security Investment Filing Market Conduct Market Conduct Annual Statement Contacts and LIFE, ACCIDENT AND HEALTH/FRATERNAL INSURERS 1.1 Printed Investment Schedule detail (Pages E01-E29) 1+CD EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 x 14) 1+CD EO xxx 5/15, 8/15, 11/15 NAIC L, V NOTES AND INSTRUCTIONS (A-K APPLY TO ALL It is the responsibility of the RRG to properly complete the Note 1 in accordance with the NAIC Instructions, including the Going Concern disclosures. It summarizes key provisions of each state's requirements based on the Annual Financial Reporting Model Regulation (MDL-205), commonly known as the Model Audit Rule. Implementation Guide for Annual Financial Reporting Model Regulation (#205) Changes and Related Items o None. Links for Internet Filing are provided to the right. State NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 x 14) 1 EO xxx 3/1 NAIC Note G, H & L 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 x 14) 1 EO xxx 5/15, 8/15, 11/15 NAIC II. It is the responsibility of the RRG to properly complete the Note 1 in accordance with the NAIC Instructions, including the Going Concern disclosures. Instructions provide guidance for completing the various pages of the statements when the line descriptions are not self-explanatory. The ASB voted in June 2021 to adopt this standard. 2022 Annual Health Statement Instructions, 2022 Annual Property/Casualty Statement Instructions. Proper use helps identify system changes that can improve the method in which data is first collected and allows users to ascertain if their annual statement software vendor has complied with NAIC requirements. (816) 783-8600orFDRadmin@naic.org, For questions about filing fees or accounts receivable: A listing of bond mutuals that meet conditions in the Purposes and Procedures Manual of the NAIC, qualifying them for more favorable reserve treatment. LIFE, ACCIDENT AND HEALTH/FRATERNAL INSURERS 1.1 Printed Investment Schedule detail (Pages E01-E29) 1+CD EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 x 14) 1+CD EO xxx 5/15, 8/15, 11/15 NAIC L, V NOTES AND INSTRUCTIONS (A-K APPLY TO ALL Access forms and tools to file expense reports, review grant and zone scholarship balances, and travel guidelines. Derived from the NAIC Accident and Health Policy Experience Exhibit, the report includes aggregated data from the exhibit in the P&C, health, life and fraternal blanks; extensive breakouts of market share data; company index; and important statistics - such as loss ratios, number of policies and certificates, and number of covered lives. The guide also contains a comprehensive contact list for every state insurance department. Represents more than two years of work compiling information from more than 50 authorities, including actuaries, accountants and consultants who regularly work on receiverships. Thisguidebriefly discuses key questions regarding cancer insurance and advises on the variation in cost and coverage of policies sold.