Compiling...

Blanks (E) Working Group

2019 Charges

The Blanks (E) Working Group will:

  1. Consider improvements and revisions to the various annual/quarterly statement blanks to:

    1. Conform these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by insurers.
    2. Develop reporting formats for other entities subject to the jurisdiction of state insurance departments.
    3. Conform the various NAIC blanks and instructions to adopted NAIC policy.
    4. Oversee the development of additional reporting formats within the existing annual financial statements as needs are identified.
  2. Continue to monitor state filing checklists to maintain current filing requirements.
  3. Continue to monitor and improve the quality of financial data filed by insurance companies by recommending improved or additional language for the Annual Statement Instructions.
  4. Continue to monitor and review all proposals necessary for the implementation of statutory accounting guidance to ensure proper implementation of any action taken by the Accounting Practices and Procedures (E) Task Force affecting annual financial statements and/or instructions.
  5. Continue to coordinate with other task forces of the NAIC to ensure proper implementation of reporting and instructions changes as proposed by these task forces.
  6. Coordinate with the Life Actuarial (A) Task Force to use any special reports developed and avoid duplication of reporting.
  7. Review requests for investment schedule blanks and instructions changes in connection with the work being performed by the Investment Risk-Based Capital (E) Working Group.
  8. Review changes requested by the Valuation of Securities (E) Task Force relating to its work on other invested assets reporting for technical consistency within the investment reporting schedules and instructions.
Blanks (E) Working Group 190820 Call

Conference Call
Tuesday, August 20
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 30 min

The purpose of this meeting is to consider adoption of previously exposed items.


Education & Training Events

For annual statement preparation online courses, refer to the NAIC Education & Training Web page.

Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Mary Caswell
Senior Manager – Data Quality
816-783-8409
Blanks Working Group 
Financial Reporting

Calvin Ferguson
Senior Insurance Reporting Analyst 
816-783-8424
Annual Statement Instructions Publication

Julie Gann
Assistant Director - Solvency Policy
816-783-8966

Linda Hunsucker
Senior Insurance Reporting Analyst
816-783-8404
State Filing Checklists
Blanks Publication

Please see the current Committee List for a complete list of committee members.

 

© 1991 - 2019 National Association of Insurance Commissioners. All rights reserved.
SM Insure U and Stop. Call. Confirm are registered service marks of the National Association of Insurance Commissioners.