2020-21 Annual Statements and New York Supplement Filing Instructions & Forms

In compliance with the 2020 New York Annual Statement and Supplement filing requirements, each of the submissions listed below contains a complete set of general and specific instructions as well as blank forms and other related supplemental/addendum forms.

• Accident and Health Insurer
• Article 43 Corporation
• Charitable Annuity Society
• Continuing Care Retirement Community
• Fraternal Benefit Society
• Health Maintenance Organization (HMO)
• Life Insurer
• Life Settlement Provider
• Property Insurer
• Retirement Systems and Pension Funds
• Title Insurer

See also NAIC website

2020-2021 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 2020
• Accident and Health Insurer - Quarterly 2021
• Article 43 Corporation - Annual 2020
• Article 43 Corporation - Quarterly 2021
• Charitable Annuity Society (XLS)
• Fraternal Benefit Society
• Health Maintenance Organization - Annual 2020
• Health Maintenance Organization - Quarterly 2021
• Life Insurer
• Life Settlement Provider (Word)
• Property Insurer
• Retirement System & Pension Fund (XLS)

Addenda to New York Supplement - Schedule F and S:

• Schedule F: Property Insurance Companies authorized in New York as of Dec. 31, 2020
• Schedule S: Life Insurance Companies authorized in New York as of Dec. 31, 2020