Foreign Life Insurers, Foreign Fraternals and Accredited Reinsurers
Industry-Wide Letters and Surveys
The following Industry Letters and Surveys are available 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.
Actuarial Opinions and Memoranda
| Documents | Release Date | Additional Formats |
|---|---|---|
|
10/05/2022 |
||
| AOM and Risk Based Capital Checklist 12/31/2022 | 12/08/2022 | |
| Actuarial Opinion Requirements 12/31/2022 Reserves | 12/08/2022 |
Submission
These submissions should be sent via email to [email protected]
or mail to:
Ms. Amanda Fenwick
Assistant Chief Life Actuary, Life Bureau
New York State Department of Financial Services
One Commerce Plaza,
Albany, New York 12257
Liquidity
| Documents | Release Date | Link(s) |
|---|---|---|
|
Liquidity and Severe Mortality Inquiry - 12/31/2022 |
02/07/2023 |
|
|
Tables and Top Ten |
Liquidity and Severe Mortality Inquiry submission should be completed by the Insurer's Chief Financial Officer (or highest ranking financial officer) the “Trusted Source,” and submitted no later than May 1, 2023 via the DFS Secure Portal.
Questions
For additional information or if there are questions, please email Albany Life Bureau or call (518) 474-7929.
| Topic | Contact |
|---|---|
| Filing Requirements | Matthew Ryan |
| AOMs | Dwight Hazzard |
| Appointed Actuaries | Dwight Hazzard |
| Formula Reserves | Jacob Rulison |
| Liquidity | Xiaokai Dong |