Annual Statements and New York Supplements

In compliance with the 2025 New York Annual Statement and Supplement filing requirements, each of the submissions listed contains a complete set of general and specific instructions as well as blank forms and other related supplemental forms.

Annual Statements and New York Supplements

Filing Instructions and Forms

Accident and Health Insurers
- Checklist - Accident and Health Insurer Filing on the Health Blank
- Checklist - Accident and Health Insurer Filing on the Life Blank
Article 43 Corporations
- Checklist - Article 43 Corporation
Captives
Charitable Annuity Societies
Continuing Care Retirement Community
Fraternal Benefit Societies
- Checklist - Fraternal Benefit Societies
Health Maintenance Organizations (HMO)
- Checklist - Health Maintenance Organizations (HMO)
Life Insurers
- Checklist - Life Insurers
Life Settlement Providers
Property Insurers
- Checklist - Property & Casualty Insurers
Retirement Systems and Pension Funds
Student Health Plan Annual Financial Statements
Title Insurers
- Checklist - Title Insurer

New York Annual Statement and Supplement Filing Blanks

To download the latest New York Statement and Supplement blank forms, use the links below. These are available in PDF format unless otherwise specified.

Accident and Health Insurer - Annual
Article 43 Corporation - Annual
Charitable Annuity Societies (Excel)
Fraternal Benefit Society
Health Maintenance Organization - Annual
Life Insurers
Life Settlement Providers (Word)
Property Insurers
Retirement Systems and Pension Funds (Excel)

Authorized Companies (Schedules F and S)

Schedule F: Property Insurance Companies Authorized in New York as of Dec. 31, 2025
Schedule S: Life Insurance Companies Authorized in New York as of Dec. 31, 2025