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Blanks Working Group
Financial Condition (E) Committee
Accounting Practices and Procedures Task Force

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.

2008 Charges

  1. 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.
  2. 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.
  3. Continue to monitor state filing checklists to maintain current filing requirements.
  4. 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.
  5. 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.
  6. 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.

None
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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.
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

Updates to the Annual/Quarterly Statement Instructions

Updates to the Annual/Quarterly Statement Blanks

Please contact Gail West for revisions prior to 2007.

Alpha Indexes for the Annual Statement Blanks

Filing Issues and Additional Guidance

General Electronic Filing Directives

AVR/IMR Reporting

  • 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]
  • IMR Grouped Amortization Schedule 2003 [ Excel | PDF]
  • Amortization Schedule Interest Rates [ PDF]

Industry Experience Factor for Mortgages

Assistance With Annual and Quarterly Statement Completion
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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.