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:
or by mail to:
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.
|AOMs||Mark J. Greene|
|Appointed Actuaries||Mark J. Greene|
|Formula Reserves||Frederick J. Andersen|
|Liquidity||Frederick J. Andersen|
|Special Considerations - Reserves||10/31/2013|
|AOM & Risk Based Capital Checklist - 12/31/2013||12/02/2013|
|Actuarial Opinion Requirements - 12/31/2013 Reserves||12/02/2013|
|Important Notice regarding Filing Guidance for Universal Life Insurance with Secondary Guarantees||03/08/2013||HTML|
|Application of Regulation 128 to Variable Annuities with Guaranteed Living Benefits & Pension Products||01/07/2009|
|Application of Regulation 128 to Variable Annuities with Guaranteed Living Benefits||10/31/2007|
|Requirements for Group Life Waiver of Premium Reserves||06/02/2005|
|Requirements for using the 2001 CSO Mortality Table||12/13/2004|
|Liquidity and Severe Mortality Inquiry - 12/31/2012||02/21/2013||Word|
|Tables and Top Ten||Excel|