Domestic Life Insurers and Domestic Fraternal Organizations
For 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.
- Industry-Wide Letters and Inquiries is applicable to all licensed life insurers, accredited reinsurers and fraternal benefit societies.
- Remaining categories are applicable only to Domestic Life Insurance Companies and Domestic Fraternal Benefit Organizations.
Domestic Life Insurance Companies and Domestic Fraternal Benefit Organizations are annually required to provide, according to §4217 and §4516, year-end valuation submissions to the Life Bureau Reserve Section. Those forms and instructions can be found below under the categories Year-End Instructions, Questionnaires and Checklists, Electronic Data Processing Forms and Instructions, and Analysis of Valuation Reserves.
Submissions should be sent via email to [email protected]
or by mail to:
Ms. Amanda Fenwick
Assistant Chief Life Actuary
New York State Department of Financial Services
One Commerce Plaza
Albany, New York 12257
Industry-Wide Letters and Inquiries
Actuarial Opinions and Memoranda
|Liquidity and Severe Mortality Inquiry - 12/31/2018
|Tables and Top Ten
- This Inquiry must be completed by the Insurer's Chief Financial Officer (or highest ranking financial officer), the “Trusted Source, ”and submitted no later than May 1, 2019 using the Department’s Portal.
- Liquidity and Severe Mortality Inquiry - Electronic Submission - Visit the DFS Portal
Year-End Instructions, Questionnaires and Checklists
General Account Questionnaires & Checklists
Separate Account Questionnaires & Checklists
EDP Formats & Instructions
Analysis of Valuation Reserves
||General Account AoVR
||Separate Account AoVR
|Domestic Life Insurance Company
|Fraternal Benefit Society
For additional information or questions, email [email protected] or call (518) 474-7929.