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The mission of the Blanks Working Group is to consider improvements and revisions to the various blanks and to conform
these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by
insurers; to develop reporting formats for other entities subject to the jurisdiction of state insurance departments; to
conform the various NAIC blanks and instructions to adopted NAIC policy; and to oversee the development of additional
reporting formats within the existing annual statements as needs are identified.
2009 Charges
- Consider improvements and revisions to the various blanks and to conform these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by insurers; to develop reporting formats for other entities subject to the jurisdiction of state insurance departments; to conform the various NAIC blanks and instructions to adopted NAIC policy; and to oversee the development of additional reporting formats within the existing annual statements as needs are identified.
- Continue to explore the feasibility of electronic filing vs. hard copy filing of the annual statements to reduce printing and filing costs incurred by insurance companies.
- Continue to monitor state filing checklists to maintain current filing requirements.
- Continue to monitor the quality of financial data filed by insurance companies and recommend improved or additional languages for the Annual Statement Instructions to improve the quality of these filings.
- 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 statements or instructions.
- 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.
- Upon notice that a security has been placed under regulatory review, the Chair of the Blanks (E) Working Group or his or her representative will be deemed a member of the Invested Asset (E) Working Group of the Valuation of Securities (E) Task Force. The Chair or his or her representative is charged with contributing the perspective and expertise of the regulatory group to the development of NAIC regulatory guidance for the security under review.
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| The following items are exposed for comment. Please
submit comments to the appropriate NAIC staff support contact by the deadline indicated. |
| There are no exposure drafts at this time. |
Modification Proposals
Modification Proposals are exposed for comment approximately two weeks following each national meeting in the Meeting and Conference Call Materials section below, under the line captioned "Items Received for Comment."
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| Regulators may access meeting minutes through MyNAIC.org. Non-Regulators may purchase meeting minutes through NAIC Store. |
National Meeting Materials
(Available 2 weeks prior to meeting. A limited number of hardcopies will be available at the meeting.)
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| The following are additional documents and resources related the work of this committee. |
Adopted
Modifications to Financial Statements and Instructions |
Proposing Amendments to Blanks and Instructions
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Updates to the Annual/Quarterly Statement Instructions
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Updates to the Annual/Quarterly Statement Blanks
Please contact Wendy Cross for revisions prior to
2008. |
Alpha Indexes for the Annual Statement Blanks
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Filing Issues and Additional Guidance
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General Electronic Filing Directives
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AVR/IMR Reporting
- IMR Grouped Amortization Schedule 2009
[ Excel | PDF ]
- IMR Grouped Amortization Schedule 2007
[ Excel | PDF ]
- IMR Grouped Amortization Schedule 2006
[ Excel | PDF]
- IMR Grouped Amortization Schedule 2005
[
Excel |
PDF]
- IMR Grouped Amortization Schedule 2004
[
Excel |
PDF]
- Amortization Schedule Interest Rates [
PDF]
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IMR Grouped Amortization Schedule 2008
[ Excel | PDF] |
Industry Experience Factor for Mortgages
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| Assistance
With Annual and Quarterly Statement Completion |
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| Media queries should be directed to the NAIC Communications Division at 816-783-8909 or news@naic.org. |
Mary Caswell
Data Quality Audit Manager
Phone: 816-783-8409
Fax: 816-460-7686
Blanks Working Group
Financial Reporting |
Calvin Ferguson
Insurance Reporting Analyst III
Phone: 816-783-8424
Fax: 816-460-0104
Annual Statement Instructions Publication |
Patti Carli
Sr. Insurance Reporting Analyst
Phone: 816-783-8405
F ax: 816-460-7451
State Filing Checklists
Blanks Publication |
| Please see the current Committee List for a
complete list of committee members. |
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