Source: https://content.naic.org/cmte_e_app_blanks_related_adopted_mods.htm
Timestamp: 2019-10-18 11:38:33
Document Index: 66864864

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Blanks (E) Working Group - Adopted Modifications to Financial Statements and Instructions
This listing does not include adopted proposals for annual and quarterly statements for the year 2016 and prior.
F = Fraternal; H = Health; L = Life; L/F = Life/Fraternal; P/C = Property/Casualty; SA = Separate Accounts; T = Title
2016-15BWG
Add new disclosure to Note 5 for short sales. The illustration in the disclosure will be data captured. Add a new code (SS) to the code list in the Investment Schedules General Instructions for short sales. Add additional instructions related to short sales to Schedule D (Part 1; Part 2, Section 1; Part 2, Section 2), Schedule DA, Part 1; and Schedule E, Part 2.
L, P/C, F, H, T
2016-24BWG
It is requested that an additional letter code (D) and a code description be added to the “Explanation of basis of allocation of premiums by states, etc.” section for use on Schedule T-Exhibit of Premiums Written Allocated by States and Territories. The change would apply to both the Quarterly and Annual Statement Blanks and referenced in the Quarterly and Annual Statement Instructions.
2016-25BWG
Insert the following phrase to the Column 1 Description instructions for Schedule DB Part A Section 1:
• For swaptions, include the hedge ID number, the tenor (i.e. time from effective date to maturity date), and the start and end dates of the underlying swap.
2016-26BWG
1st Quarter 2017 (Note 5)
Annual 2018 (Schedule D – Verification, Part 4 and
Add disclosure to Note 5 for prepayment penalties and acceleration of fees for callable securities which will be data captured. Also additional instructions being added to Columns 18 and 20 of Schedule D, Parts 4 and 5 for reporting prepayment penalties and acceleration of fees for these securities.
2016-23BWG
Add new supplement for reporting VM-20 reserves. Add new line to Analysis of Increase in Reserves During the Year related to VM-20 deterministic/stochastic reserves. Modify the instructions for Exhibit 5 to reflect valuation under VM-20. Add lines to the Five-Year Historical related to VM-20 deterministic/stochastic reserves. Add the VM-20 Reserve Supplement to the Supplemental Exhibits and Schedules Interrogatories.
L, F, SA
2016-27BWG
Delete the General Interrogatory, Part 2 Questions 9.1 and 9.2 (24.1 and 24.2 if Fraternal) regarding variable annuities with guarantees and renumber the remaining interrogatory questions. Replace interrogatory with a variable annuities supplement. Add a question to the Supplemental Exhibits and Schedules Interrogatories for the supplement. Remove Line 2.2 from the Separate Accounts General Interrogatories.
L, F, H, SA
2016-28BWG
Add new interrogatory question to the annual and quarterly general interrogatories regarding self-designated 5*GI securities.
Add instructions for the life insurance policy locator contact to Jurat electronic only section. Property and Title are included because the Jurat page and instructions are uniform or all statement types.
Modify instructions for Long-Term Care Insurance Experience Reporting Form 5 to indicate a Grand Total page should be filed. Add crosschecks to Columns 1, 2 and 3 to Form 2, Part C and Form 3.
L, P/C, F, H
Split the Cybersecurity and Identity Theft Insurance Coverage Supplement blank into three parts (interrogatories, stand-alone policies and packaged policies). Add interrogatory questions to better indicate if a company writes certain types of cybersecurity and identity theft business. Clarify in the instructions who should be completing the supplement. Add information on claims open, closed with payment and closed without payment.
Modify the appropriate instructions and blank pages to reflect the movement of money market mutual funds from being reported on Schedule DA, Part 1 to being reported on Schedule E, Part 2. Change the title for Schedule E Verification to include the reference to Part 2 and add a column to the annual verification for money market mutual funds.
L, P/C, F, H, T, SA
Modify the illustration for Note 12A(3) - Retirement Plans, Deferred Compensation, Postemployment Benefits and Compensated Absences and Other Postretirement Benefit Plans (Defined Benefit Plan).
2017-01BWG
Delete the Health Property Supplement instructions and blank pages. Update the Supplemental Exhibits and Schedules Interrogatories to reflect the deletion.
2017-02BWG
For Column 34, Capital Structure Code on Schedule D, Part 1, replace the description of “Other” for Code 4 with “Not Applicable”
2017-03BWG
Modify the CUSIP column for Schedules BA and DL and add a ISIN Column to Schedule DL for consistency with changes made to Schedule D. Add additional header for Schedule DL so it is easier to identify which schedule reflect securities included in other investment schedule and which reflects one line reporting.
2017-04BWG
For 2017 P&C Statement of Actuarial Opinion and Actuarial Opinion Summary instructions, the changes include clarifications on current requirements. For 2017 Title Statement of Actuarial Opinion instructions, the changes include incorporation of the same changes made to the 2016 and proposed 2017 instructions for the P&C Statement of Actuarial Opinion.
P/C, T
2017-05BWG
Add clarification to the line of business definitions for property and health for determining what line of business to report riders, endorsements and floaters. Also add clarification to the Analysis of Operation by Lines of Business instructions for life, heath and fraternal.
2017-06BWG
Add additional definitions to the property line of business definitions in the appendix of the instructions for Annual Statement Lines 9, 15 17 and 34.
2017-08BWG
The change incorporates the Valuation Manual requirements regarding the Appointed Actuary, Qualified Actuary and the Actuarial Opinion into the Actuarial Opinion instructions. It also references the 2009 amendments to the Standard Valuation Law (#820), which authorizes the Valuation Manual.
2017-09BWG
Modify the instructions to reflect changes to NAIC Valuation of Life Insurance Policies Model Regulation (#830). Modify some of the column header descriptions in Part 1. Add additional columns to Part 1, 2A, and 2B and remove columns form 2A and 2B to allow room on the page for the columns added. Modify the lines used on Part 3.
2017-10BWG
Remove the definition for notional amount from the Schedule DB General Instructions, Schedule DB, Part A General Instructions and replace with the definition of notional amount adopted by the Statutory Accounting Principles Working Group for SSAP No. 86—Derivatives in the general instruction for Schedule DB. Modify the instruction for the Notional Amount Column for Schedule DB, Part A and Part B.
2017-11BWG
Modify the instructions and illustrations for Note 5A(4) and 5A(5) to reflect additional disclosures required by SSAP No. 37—Mortgage Loans.
2017-12BWG
Add a code to the Code Column to allow designation of SVO Identified Funds for valuation using systematic value and make the appropriate modifications to the instructions for the Book Adjusted/Carrying Value Column, the Unrealized Valuation Increase/(Decrease) Column and the Current Year’s (Amortization)/Accretion Column for Schedule D (Parts 1, 4 and 5) and Schedule DA (Part 1). Also add additional disclosure to Note 1C for mandatory convertible securities, and SVO-identified investments.
2017-13BWG
Remove the repurchase agreement and reverse repurchase agreement disclosures from Note 5E and add new disclosures for them as 5F through 5I and renumber the remaining Note 5 disclosures accordingly. The illustrations for 5F through 5I will be data captured. Also Note 17B(5) and 17B(7) instructions will be modified to remove references to repurchase agreements and reverse repurchase agreements.
2017-14BWG
Modify the current illustration for Note 31, High Deductibles and data capture. Add additional illustration to Note 31 also for data capture.
2017-15BWG
Add additional disclosure item to Note 25, Change in Incurred Losses and Loss Adjustment Expenses (life, health, property, fraternal and title) and Note 32 Discounting of Liabilities for Unpaid Losses or Unpaid Loss Adjustment Expenses (property).
2017-16BWG
Add new disclosure to Note 14, Liabilities, Contingencies and Assessments for Long-Term Care insolvencies related guaranty funds liabilities and assets. The new illustration for the disclosure will be data captured.
2017-17BWG
Add a new line B10 to the bond section of the Cash from Investments Worksheet in the Cash Flow Statement instructions; renumber the remaining lines in the bond section (B10 and B11) and update the formula for the existing ling B11 to reflect the line addition.
2017-18BWG
Move the total count of “L” (and “D” for property) status codes provided for Column 1 of Schedule T to footnote and provide in the footnote a count for each status provided in Column 1. Add a crosscheck to ensure a status is provided for each jurisdiction on Lines 1 through 57.
2017-19BWG
Add a question to the General Interrogatories, Part 2 to help identify insurers that assume reinsurance business covering risks in at least two states.
Add question to the General Interrogatories Part 1 to determine if the reporting entity is part of a publicly traded group. Add clarifying instruction to Schedule Y, Part 1A when a Central Index Key ("CIK") is provided. Add crosscheck between Column 6 and Column 7 of Schedule Y, Part 1A to ensure that when data is provided for one it is provided for the other.
Combines the current Schedule F, Parts 3, 4, 5, 6, 7 and 8 into a single new Schedule F-Part 3-Ceded Reinsurance, modify the crosscheck references for Lines 13 and 16 of the Liability Page to reflect the changes to Schedule F and make changes to Schedule F Part 1 to eliminate the under $100,000 aggregation for consistency with the changes to Schedule F, Part 3. In addition changes for consistency are being made to the Schedule F, Part 3 Supplement for property, Schedule F instruction and blank for the Health Property Supplement and Schedule F, Parts 1 and 2 of the Life Workers’ Compensation Carve-out Supplement as these schedules are based on similar schedules in Schedule F of the property statement.
L, P/C, H
2017-21BWG
Add language to General Interrogatory merger questions (5.1 annual and 4.1 quarterly) to require the filing of merger history with the NAIC, if the questions are answered "YES."
2017-23BWG Modified
Modify the annual statement instructions to reflect the requirement of filing the Life, Health and Annuity Guaranty Association Model Act Assessment Base Reconciliation Exhibit and the Adjustments to the Life, Health and Annuity Guaranty Association Model Act Assessment Base Reconciliation Exhibit by companies that are members of the life, health and annuity guaranty associations and write the respective lines of business.
2017-24BWG Modified
Add new category lines for bank loans to Schedules D (Parts 1, 3, 4 & 5), D, DL (Parts 1 & 2) and E (Part 2) and adjust category line number reference in the Default Component – Basic Contribution, Reserve Objective and Maximum Reserve Calculations.
2017-26BWG Modified
Modifies the category line descriptions and adds crosschecks for lines 1499999, 2899999, 4299999, 4399999, 4499999, and 9999999 to clarify the subtotal calculations for protected cells and authorization categories. Replaces old references to "Part 5" with updated "Part 3" references throughout. Revise the calculation references in the headings for Columns 60, 66, and 74. Revises the calculation references for Columns 72 and 73 to clarify certain calculations related to amounts in dispute.
L, P/C
2018-01BWG
Update the language for the different lines on the Schedule DB, Part D, Section 1 regarding exchange-traded derivatives and centrally cleared derivatives.
2018-03BWG
Add the definition of "supranational" to the Supplemental Investment Risks Interrogatories section of the Annual Statement Instructions.
2018-04BWG Modified
Remove the reference to long-term care (LTC) from the "Type of Reinsurance Assumed" and the "Type of Reinsurance Ceded" columns for Schedule S, Part 1, Section 2 and Schedule S, Part 3, Section 2. Remove codes GMDB, GMDBFW, ADB, DIS and the annuity-specific references from Schedule S, Part 1, Section 1 and Schedule S, Part 3, Section 1. Add a "Type of Business Assumed" column to Schedule S, Part 1, Sections 1 and 2.
2018-05BWG
Change the instructions for the P/C Statement of Actuarial Opinion to incorporate the Actuarial Guideline LI—The Application of Asset Adequacy Testing to Long-Term Care Insurance Reserves (AG 51) requirements and to increase disclosures for accident and health (A&H) reported on a P/C blank.
2018-06BWG
Add "999" to the end of all line numbers for Schedule DBs. This will increase the number of lines available from 9,996 to 9,999,996, eliminating the need to accumulate data within certain categories.
2018-07BWG Modified
Add new "PL" and "PLGI" symbols to the instructions to identify private letter rated securities. Add a "YE" and "IF" symbol as indication of a new "carry-over" administrative procedure of the NAIC Securities Valuation Office (SVO). Modify definitions of the symbol "Z" to indicate a security is in transition from one reporting status to another. Add a general interrogatory for PL securities issued prior to Jan. 1, 2018. Remove designation matrices from the instructions and replace them with a list of administrative symbols valid for use on Schedule BA and Schedule D. Eliminate the use of "P" and "RP" with the designation and add specific line categories for perpetual preferred and redeemable preferred stock. Remove the "Market Indicator" column from Schedule D, Part 2, Section 2 for common stocks.
2018-08BWG Modified
Modify the instructions and illustration for Note 3A to reflect disclosure changes being adopted by the Statutory Accounting Principles (E) Working Group.
2018-09BWG
Modify the instructions for Note 20A, Note 20C and Note 20D to reflect changes to SSAP No. 100R—Fair Value. Add a new disclosure Note 20E. Modify the illustrations for Note 20A and Note 20C to move the "NAV" column and data-capture it.
2018-10BWG
Modify the instructions for Line 2 of the interest maintenance reserve (IMR) and Line 2 of the asset maintenance reserve (AVR) regarding bifurcation of other-than-temporary impairment (OTTI) investments subject to SSAP No. 26R—Bonds.
2018-11BWG
Add additional instruction to the "Fixed or Variable Interest Rate Investments that Have the Underlying Characteristics of a Bond, Mortgage Loan or Other Fixed Income Instrument" and "Joint Ventures or Partnership Interests for Which the Primary Underlying Investments are Considered to Be Fixed Income Instruments" categories to clarify not reporting investments in those categories when there is specific category for the investment.
2018-12BWG Modified
Add illustration for Note 8H to be data-captured. Add electronic-only columns related to derivatives with financing premiums and additional instructions to the description column related to derivatives with financing premiums to Schedule DB, Part A and Part B for both Section 1 and Section 2. Add a new code to the "Code" column instructions for Schedule DB, Part A. Add a definition of "finance premiums" to the Schedule DB General Instructions. Add additional instructions to Schedule DB, Part A for Column 11 and Column 12 of Section 1 and Column 13 of Section 2.
2018-13BWG
Modify the VM-20 Reserves Supplement, Part 3 and Exhibit 5 – Aggregate Reserves for Life Contracts blanks and instructions to be consistent with the changes made to the Valuation Manual. Add a new Part 4 for the reporting of "Other Exclusions from Life PBR."
2018-14BWG Modified
Split the Column 2 for Question 1.01 in the Separate Accounts General Interrogatories into two new columns ("Registered with the SEC" and "Not Registered with the SEC") and renumber the remaining columns. Add a new Question 101A for private placement variable annuities and private placement life insurance.
2018-15BWG Modified
Add a new disclosure to Note 10 to reflect changes to SSAP No. 97—Investments in Subsidiary, Controlled and Affiliated Entities being considered by the Statutory Accounting Principles (E) Working Group. New instructions and illustration will be added as Note 10O. The illustration will be data-captured.
2018-16BWG
Delete the instruction and illustration for Note 12C(2) and renumber Note 12C(3) to Note 12C(2).
2018-17BWG
Modify the instruction for Note 17C – Wash Sales.
2017-22BWG Modified
Add question to the Supplemental Exhibits and Schedules Interrogatories regarding the filing of the Statement of Exemption in the 2nd Quarter.
2018-18BWG Modified
Combine the annual and quarterly reporting for life and fraternal companies onto one blank. This combined blank will be based on changes to the existing life blank. Life blank pages that are not being modified but have additional lines or columns not present on the fraternal blank are provided in the proposal as a reference for fraternal companies.
2017-25BWG Modified
Add language to the instructions of the cash flow statement regarding the inclusion of restricted cash or restricted cash equivalents in the beginning and ending balance in the cash flow statement.
2018-19BWG Modified
Add Annual Statement Line (ASL) 29 for "International" to the Exhibit of Premiums and Losses (state page) and provide instruction that data should only be provided for the "Other Alien" page and the "Grand Total" page.
2018-20BWG Modified
Split the column for annual statement line of business (ASL) for the illustration of Note 31A(1), High Deductibles, into two columns with one to capture ASL number and the other to capture the ASL description.
2018-21BWG Modified
Add new line to Note 32, Analysis of Annuity Actuarial Reserves and Deposit Type Contracts by Withdrawal Characteristics that identifies surrender charges over 5% in the current year that will be less than 5% in the subsequent year. Add new Note 33, Analysis of Life Actuarial Reserves and Deposit Type Liabilities by Withdrawal Characteristics. These are to be data captured. Renumber subsequent notes.
2018-02BWG Modified
Update the columns and rows on the Summary Investment Schedule to tie to the different investment schedules
2018-22BWG Modified
Add instructions for the life/fraternal Analysis of Operations and Analysis of Reserves for types of life insurance; separated into individual life, group life, individual annuities and group annuities, accident and health for the general and separate account filings.
2018-26BWG Modified
Add Analysis of Operations by Lines of Business – Summary blank page and instructions for the general and separate accounts. Modify crosschecks in the Summary of Operations and Analysis of Operations by Lines of Business pages for life (individual and group), annuities (individual and group) and health to have a direct tie between the Summary of Operations and the Analysis of Operations by Lines of Business – Summary.
2018-23BWG
Add questions 34.1 and 34.2 to the General Interrogatories Part 2 for fraternal benefit societies only, along with instructions regarding question 34.2.
2018-24BWG
Adjust asset valuation reserve (AVR) factors in the life, accident & health/fraternal blank for those where the related risk-based capital (RBC) factors have changed due to the federal Tax Cuts and Jobs Act.
2018-27BWG
Add reference to reporting separate account or protected cell to the instructions for Note 5L(4). Modify the illustrations to include additional lines for separate accounts or protected cells in addition to the general account, with a notation indicating which lines apply to the general account and which lines apply to separate accounts or protected cells.
L/F, P/C
2018-28BWG
Add instructions to Note 9 – Income Taxes for new disclosures, Note 9H – Repatriation Transition Tax (RTT) and Note 9I – Alternative Minimum Tax (AMT) Credit. An illustration will be added for Note 9I and will be data-captured.
2018-29BWG
In the separate accounts blank, remove line 5, Contract Loans, from the separate accounts asset page and renumber the remaining lines.
2018-30BWG Modified
Modify the instructions and illustration for Note 10O – SCA Loss Tracking to include references to Statement of Statutory Accounting Principles (SSAP) No. 48—Joint Ventures, Partnerships and Limited Liability Companies and SSAP No. 48 entities.
2018-31BWG Modified
Add two new categories (unit investment trusts and closed-end funds) to the common stock categories on Schedule D. Add the new categories to the Summary Investment Schedule. Add definitions of "unit investment trusts" and "closed-end funds" to the General Investment Schedule instructions and modify the definition of "mutual fund." Add categories for "unit investment trusts" and "closed-end funds" to Schedule DL, Part 1 and Part 2.
2019-02BWG
For the VM-20 Reserves Supplement, Part 1, match the title under Part 1 to the title used in the blank. Add instructions to clarify the line reporting for the three product group types: term insurance; universal life with secondary guarantees; and all other. Add clarifying column instructions to indicate that the due and deferred premium asset should be reported in accordance with VM-20.
2019-03BWG Modified
Add NAIC Designation column for use with mutual funds to the annual Schedule D, Part 2, Section 2 and modify the instructions to reflect the addition. Modify the instructions for the NAIC Designation and Administrative Symbol column for the quarterly Schedule D, Part 3 and Part 4 to reflect capturing designations for mutual funds.
2019-04BWG Modified
Remove the reference to “life and fraternal only” in the General Instructions for Schedule BA regarding investments that have the underlying characteristics of bonds or fixed instruments. Also remove the reference from the instructions for Schedule BA regarding the CUSIP Identification column and the NAIC Designation column. Add additional lines to the “Fixed or Variable Interest Rate Investments that Have the Underlying Characteristics of a Bond, Mortgage Loan or Other Fixed Income Instrument” and “Joint Ventures or Partnership Interests for Which the Primary Underlying Investments are Considered to Be Fixed Income Instruments” categories to distinguish between those that have been reviewed and approved by the Securities Valuation Office (SVO) and those that have not.
2019-05BWG
Add new instructions and illustration (to be data-captured) to Note 21, Other Items for life policies where the reporting entity is owner and beneficiary or has otherwise obtained rights to control the policy. The new disclosure will be Note 21I for life/fraternal and health and Note 21H for property and title.
2019-06BWG
Add a reference for structured settlements acquired by a reporting entity as an investment (where the company has acquired the legal right to receive payments) to the Schedule BA General Instructions in the “any other class of assets” definition.
2019-07BWG Modified
Modify the instructions for Note 20, Fair Value to reflect changes adopted for SSAP No. 100R—Fair Value. These changes reflect disclosure modifications adopted from U.S. generally accepted accounting principles (GAAP) (ASU 2018-13, Changes to the Disclosure Requirements for Fair Value Measurement). The revisions do not change any of the disclosure templates.
2019-08BWG
Modify the instructions for Note 12, Retirement Plans, Deferred Compensation, Postemployment Benefits and Compensated Absences and Other Postretirement Benefit Plans to reflect changes adopted for SSAP No. 92—Postretirement Benefits Other Than Pensions and SSAP No. 102— Pensions.
2019-09BWG
Add a reference to include mortgage-referenced securities in the “U.S. Special Revenue and Special Assessment Obligations and All Non‑Guaranteed Obligations of Agencies and Authorities of Governments and Their Political Subdivisions” category in the Investment Schedules General Instructions. Also delete Note 5O, Structured Notes and modify the bond characteristics definition for Schedule D, Part 1.
2019-10BWG
Add instructions for determining the gain (loss) reported in column 18 and the prepayment penalty and/or acceleration fee amount in column 20 on Schedule D, Parts 4 and 5 for called bonds where consideration received is less than par.
2019-11BWG
Modify the instructions and table illustrations for Note 5F, Note 5G, Note 5H and Note 5I to reflect changes to SSAP No. 103R—Transfers and Servicing of Financial Assets and Extinguishments of Liabilities. In addition, the presentation of some tables in the illustrations were changed to ensure they would fit on the page.
2019-12BWG
Add a code for foreign mutual funds to Schedule D, Part 2, Section 2, Column 3. Add instruction for foreign open-end investment funds to be included as mutual funds in the Investment Schedules General Instructions.
2019-13BWG Modified
Modify the instructions for question 2 of the Supplemental Investment Risks Interrogatories to exclude diversified foreign mutual funds. Add disclosure of top 10 fund managers.
2019-14BWG Modified
Modify the instructions and illustration for Note 8, Derivatives for disclosures adopted by SSAP No. 108—Derivatives Hedging Variable Annuity Guarantees. Add categories for variable annuity guarantees to the instructions for Schedule DB, Part A and Part B. Add instruction and blank page for Schedule DB, Part E. Modify the instructions for the details of write-in for Line 25 of the asset page, as well as Line 25 and Line 34 of the life/fraternal liability page.
2019-15BWG
Modify the instructions for the Actual Cost column for Schedule D (Part 1, Part 3, Part 4 and Part 5) and Schedule DA to provide guidance for the amount to enter when bonds are received as a property dividend or capital contribution.
2019-16BWG Modified
Add new column “YRT Mortality Risk Only” to the Analysis of Operations by Lines of Business (Summary, Individual Life and Group Life) and Analysis of Increase in Reserves During Year (Individual Life and Group Life) blank pages and instructions for yearly-renewable-term reinsurance business where the only risk included is mortality.
2019-17BWG Modified
Add two new lines for affiliated bank loans to the parent, subsidiaries and affiliates category and modify the existing lines for bank loans to reference unaffiliated for Schedule D, Part 1; Schedule DA; Schedule DL, Parts 1 and 2; and Schedule E, Part 2. The subtotal line for bank loans under the total bond category will be the sum of the affiliated and unaffiliated lines.
2019-20BWG Modified
The Casualty Actuarial and Statistical (C) Task Force proposes addition of “Qualification Documentation” so the Appointed Actuary would be required to maintain workpapers explaining how the actuary meets the definition of “Qualified Actuary.” These proposed changes were adopted by the Task Force on June 11, 2019. The Executive (EX) Committee proposes the remainder of the changes, including a new objective definition of “qualified actuary” and the results of an assessment of actuarial educational syllabi in a “Accepted Actuarial Designation” section. These proposed changes were adopted by the Committee on June 25, 2019.
2018-25BWG
Modify the reinsurance ceded code list in the health and life, accident & health/fraternal quarterly Schedule S to match the list used for annual financial statement reporting. Add an additional column and associated instructions for type of business ceded.
H, L/F
2019-18BWG Modified