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Life Insurers
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Regulation 60
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Information for Life Insurance Companies
Information for Life Insurance Companies
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Filing Guidance for Reg 60, 74, and 187
Regulation 60
Notices, Filings & Forms
Regulation 74
Annual Filing Guidance
Regulation 187
Filing Guidance and FAQs
Agent Compensation
Checklist for Filings Submitted to Demonstrate Compliance with Section 4228
Surplus Notes
Guidance on Maximum Surplus Calculation Established Under Section 4219 of the Insurance Law
Recent Updates
Issued/Updated
Date
FAQs Regarding Insurance Circular Letter No. 6 (2023) and Accompanying Guidance
2025-07-23
Minimum Reserve Requirements for Certain Deposit-Type Contracts with Pre-Defined Cash Flows and No Withdrawals Permitted Prior to the Contract Maturity Date
2025-02-28
Guidelines for Gift Annuity Organizations for 2024 - Calculation of Annuity Reserves (Gift 1)
2025-01-17
Industry Letters, Surveys, Valuation Year-End Forms and Instructions for Domestic Life Insurers and Domestic Fraternal Organizations
2025-06-16
Industry Letters, Surveys, Valuation Year-End Forms and Instructions for Foreign Life Insurers, Foreign Fraternals and Accredited Reinsurers
2025-06-16
Life Product Outlines and Guidance
2025-07-23
Additional Resources
Nonforfeiture Issues - 2001 CSO Table
Nonforfeiture Issues - 2017 CSO Table
Summary Form - Group Annuity, Group Funding Agreement and Synthetic GIC Policy Forms
(PDF)
Insurance Industry Questions
