Conference Call
Friday, Feb. 22, 2019
11:00 am ET/10:00 am CT

Exposure of the proposed life and fraternal combined RBC blank and instruction changes
Comments should be sent electronically to Dave Fleming by COB Monday, March 25, 2019.

2018-11-L-Life RBC Tax Proposal
Please send comments to Dave Fleming by the close of business, June 5, 2018. (Please consider whether a printed copy in its entirety is needed as there are 161 pages in the document.)

Asset Valuation Reserve Proposal

2017 to 2018 Comparison

Worksheet Showing Factors:

AVR RBC 2017 and Proposed 2018 Factors

Please send comments to Dave Fleming by the close of business, June 5, 2018.

Exposure Drafts Still Open For Consideration with Comment Received:

Please send any comments on the exposure drafts to Dave Fleming.

Interpretation of 2018 Life Risk-Based Capital Results

RBC Proposal Form

RBC Proposal Form

RBC Proposal Instructions

2017 Aggregate Life and Fraternal RBC Results

Additional Life RBC Guidance

Updated ACLI Commercial Mortgage Proposal

Prior Year Life RBC Guidance

Requirements for actual RBC calculation of C-3 Phase I, Interest Rate Risk

Requirements for information-only, alternative calculation of C-3 Phase I, Interest Rate Risk

Year End Percent
Year End 2012 0.009%
Year End 2011 0.010%
Year End 2010 0.008%
Year End 2009 0.004%
Year End 2008 0.002%
Year End 2007 0.004%
Year End 2006 0.008%

Requirements for Separate Accounts that Guarantee an Index

Life Risk-Based Capital Newsletter

Fraternal Risk-Based Capital Newsletter

Related NAIC Publications


Life Risk-Based Capital (E) Working Group


See Capital Adequacy (E) Task Force for annual charges.

The following Subgroups report to the Life Risk-Based Capital (E) Working Group:

Final Instructions for the Life Risk-Based Capital Schedules Changed by the New Commercial Mortgage Methodology

Instruction to Receive the National Council of Real Estate Investment Fiduciaries' Price Index

Mortgage Instruction Update

Additional guidance for the treatment of the Asset Valuation Reserve in C-3