All annual and quarterly statement filings submitted to the Kentucky Department of Insurance shall be completed in accordance with the National Association of Insurance Commissioners' Accounting Practices and Procedures Manual, as amended, pursuant to KRS 304.3-240. 2022 Proposed Charges. Line 10 - Amount should agree with the prior year's annual statement Exhibit 1, Part 1, Line 20.1 (Direct), Column 11. The theme of this year's report is resiliency. Summer 2021: E Committee Technical Updates. See also NAIC website 2020-2021 New York Annual Statement and Supplement Filing Blanks. The Blanks (E) 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. Fair Value Measurements Instruction: A. These are available in PDF format unless otherwise specified. to be used is the 2020 edition of the quarterly blank adopted by the NAIC for the 2021 reporting year. If this column contains "State," the state will provide the forms with the filing instructions (generally on its web site). NAIC instructions, the annual statement must be accompanied by a cover letter stating what the Washington (April 12, 2021) - The National Association of Insurance Commissioners (NAIC) today released its 2020 Annual Report. 2019 NAIC Publications. These are available in PDF format unless otherwise specified. . Official NAIC Annual Statement Instructions Life, Accident & Health/Fraternal For the 2020 reporting year Adopted by the NAIC as of June 2020 UPDATES TO THESE INSTRUCTIONS . State NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 ½" x 14") 1 EO xxx 3/1 NAIC 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 ½" x 14") 1 EO xxx 5/17, 8/16, 11/15 NAIC 3 Protected Cell Annual Statement 1 + E 0 xxx 3/1 NAIC Steps to Completing a Financial Statement Filing. ©1999-2020 National Association of Insurance Commissioners TOC3 Health ANNUAL STATEMENT BLANK (Continued) . Page 2 in the premium reported on Schedule T of the NAIC Annual . ©2019-2020 National Association of Insurance Commissioners LAH/Fraternal 2020 vi Page # If this column contains "Company," the company, or its representative (e.g., its CPA firm), is expected to provide the form based upon the appropriate state instructions or the NAIC Annual Statement Instructions. electronic payment, please see instructions on page 4, steps 7-13. The checklists reflect this action taken by the Blanks (EX4) Task Force. The checklists reflect this action taken by the Blanks (EX4) Task Force. State NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 ½"x14") 1 EO xxx 3/1 NAIC 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 ½" x 14") 1 EO xxx 5/15, 8/15, 11/15 NAIC The objective of the disclosure requirements is to provide information about assets and liabilities measured at fair value in the financial statements as well as fair value amounts disclosed in the Notes to Financial To download the latest New York Statement and Supplement blank forms, use the links below. The Blanks (E) Working Group will:. Accident and Health Insurer - Annual 2020; Accident and Health Insurer - Quarterly 2021 2019 NAIC Publications. The Blanks (E) 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. 2018 NAIC Publications. The UM Fund premium is to be shown on Schedule 800ADJ on Line 1, to the extent not included 2021 Instructions for Form 800, Virginia Insurance Premiums License Tax Return Page 2 RRGs should ensure the Appointed Actuary follows this guidance. Please note for domestic companies, a fine may result if there is an amendment submitted without prior approval. The checklists reflect this action taken by the Blanks (EX4) Task Force. SAPWG AP&P Manual Update (August 2021) If having difficulty accessing the above materials, please contact Max Simpkins, 317-232-2403. All filings should be made electronically through the Regulatory Electronic Filing System (REFS) via the Industry 2020 Annual Statement Instructions Revisions. should refer to the specific instructions for N ote 1 contained in the "Official NAIC Annual Statement Instructions Property/Casualty for the 2021 reporting year". ©1992 - 2020 National Association of Insurance Commissioners 1 Title 2020 INSTRUCTIONS For Completing Title Annual Statement Blank FOREWORD Line titles and columnar headings of the various statement items and lines are in general self-explanatory and as such constitute instructions. State NAIC State I. NAIC FINANCIAL STATEMENTS 1 Annual Statement (8 ½" x 14") 1 EO xxx 3/1 NAIC 1.1 Printed Investment Schedule detail (Pages E01-E29) 1 EO xxx 3/1 NAIC 2 Quarterly Financial Statement (8 ½" x 14") 1 EO xxx 5/15, 8/15, 11/15 NAIC 3 Protected Cell Annual Statement 1 0 xxx 3/1 NAIC For questions regarding cocodes please call us at: 816-783-8600. Annual List of Amendments. 10/01/2020 Revisions. Yellow highlighting identifies changes from the previous year. If this column contains "Company," the company, or its representative (e.g., its CPA firm), is expected to provide the form based upon the appropriate state instructions or the NAIC Annual Statement Instructions. xxx appears in the . Consider improvements and revisions to the various annual/quarterly statement blanks to: Conform these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by insurers. Steps to Completing a Financial Statement Filing. These changes only apply to P&C actuaries who sign actuarial opinions for the NAIC P&C annual statements. Filings shall be made utilizing the 2020 Annual Statement Instructions and Blanks and the 2021 Quarterly Statement Instructions and Blanks adopted by the National Association of Insurance Commissioners (NAIC). These changes include new, accepted actuarial . It focuses on how the NAIC and its members embraced change and took action to protect consumers and ensure a stable insurance market in the U.S. Spring 2021: E Committee Technical Updates. ©1992 - 2020 National Association of Insurance Commissioners Revised 12/2074 20 Title Quarterly 2021 C. Wash Sales A reporting entity shall disclose the following information for wash sales, as defined in SSAP No. Life/Fraternal Annual Statement Instructions. Spring 2021: E Committee Technical Updates. necessary to adjust the NAIC Annual Statement amount if this distribution was received after December 31st. ©1984 - 2020 National Association of Insurance Commissioners 1 P/C 2020 INSTRUCTIONS For Completing Property and Casualty Annual Statement Blank FOREWORD Line titles and column headings of the various statement items and lines are in general self-explanatory and as such constitute instructions. Summer 2021: E Committee Technical Updates. If your company does not have an NAIC Company code (sometimes called "NAIC Number" or "cocode"), obtain one by completing the Company Code Application. The UM Fund premium is to be shown on Line A of the Form 800 to the extent it is included in the premium reported on Schedule T of the NAIC Annual Statement. 2020 NAIC Publications. In addition, pursuant . and have been completed in accordance with the NAIC Annual Statement Instructions and Accounting Practices and Procedures manual except to the extent that: (1) state law may differ; or, (2) that state rules or regulations require differences in reporting not related . The Blanks (E) 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. The checklists reflect this action taken by the Blanks (EX4) Task Force. 12/1/2021 12:07:19 PM . Fair Value Measurements Instruction: A. xxx appears in the . ©1984 - 2020 National Association of Insurance Commissioners P/C Quarterly 2021 76 20. ©1999-2020 National Association of Insurance Commissioners TOC3 Health ANNUAL STATEMENT BLANK (Continued) . and have been completed in accordance with the NAIC Annual Statement Instructions and Accounting Practices and Procedures manual except to the extent that: (1) state law may differ; or, (2) that state rules or regulations require . Official NAIC Annual Statement Blank Protected Cell For the 2021 reporting year UPDATES TO THESE BLANKS There may be modifications to this blank from year to year.