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Life Bureau Reserve Section Industry-Wide Letters & Surveys

Foreign Life Insurers, Foreign Fraternals & Accredited Reinsurers

The following is being made available by the Department for the benefit of all life insurance companies and fraternal benefit societies doing business in New York and all insurers holding a certificate from the Superintendent as being accredited for the reinsurance of life insurance, annuities, or accident and health insurance.

There are categories for Actuarial Opinions and Memoranda (AOMs), Formula Reserves, Liquidity and Industry-Wide Inquiries applicable to all licensed life insurers, accredited reinsurers and fraternal benefit societies.

Most items are in pdf Format; some files are also available in MS Word format. You will need the free Adobe Acrobat Reader to view and download the pdf files. If you do not already have the Acrobat Reader, select this link to obtain it.

Submissions should be sent via email to:

ALBLIF@dfs.ny.gov

or by mail to:

Mr. Michael D. Cebula
Deputy Chief Life Actuary
Life Bureau – Reserve Section
New York State Department of Financial Services
One Commerce Plaza
Albany, New York 12257

For additional information or if there are questions, please email us or call (518) 486-6805.

TopicContact
AOMsMark J. Greene
Appointed Actuaries Mark J. Greene
Formula ReservesDwight Hazzard
LiquidityDwight Hazzard

Industry-Wide Letters & Inquiries

Actuarial Opinions and Memoranda

Documents Release Date Link(s)
Special Considerations - Reserves 10/10/2014 PDF
AOM & Risk Based Capital Checklist - 12/31/2013 12/02/2013

PDF

Word

Actuarial Opinion Requirements - 12/31/2013 Reserves 12/02/2013 PDF

Formula Reserves

Documents Release Date Link(s)
Application of Regulation 128 to Variable Annuities with Guaranteed Living Benefits & Pension Products 01/07/2009 PDF
Application of Regulation 128 to Variable Annuities with Guaranteed Living Benefits 10/31/2007 PDF
Requirements for Group Life Waiver of Premium Reserves 06/02/2005 PDF
Requirements for using the 2001 CSO Mortality Table 12/13/2004 PDF

Liquidity

Documents Release Date Link(s)
Liquidity and Severe Mortality Inquiry - 12/31/2013 02/10/2014 Word
Tables and Top Ten   Excel

Updated 10/27/2014