2018-19 Annual Statements and New York Supplement Filing Instructions & Forms

• NAIC website

In compliance with the 2018 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

2018-2019 New York Annual Statement and Supplement Filing Blanks

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

• Accident and Health Insurer - Annual
• Accident and Health Insurer - Quarterly
• Article 43 Corporation - Annual
• Article 43 Corporation - Quarterly
• Charitable Annuity Society (Excel format)
• Fraternal Benefit Society
• Health Maintenance Organization - Annual
• Health Maintenance Organization - Quarterly
• Life Insurer
• Life Settlement Provider (Word format)
• Property Insurer

Addenda to New York Supplement - Schedule F and S:

• Schedule F: Property Insurance Companies authorized in New York as of Dec. 31, 2018
• Schedule S: Life Insurance Companies authorized in New York as of Dec. 31, 2018