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The Department of Financial Services requires all domestic companies to provide certain data and documentation in advance of their financial examination.
Submitting Data for Examinations Commencing in 2026
Data must be submitted in electronic format. The Examination Supervisor or Examiner-in-charge will add your email address to the NYSDFS account on the New York State mySend file transfer application, so you can securely upload the completed questionnaires and related documentation.
Upon being added to mySend, you will receive an email containing brief instructions and a link to the NYSDFS portal dropbox on mySend.
Please return the completed questionnaires no later than 45 days after the receipt of the email. Copies can be found below,
Documents and Questionnaires
- First Day Letter
- Exhibit B - Exam Planning Questionnaire
- Loss Questionnaire - Risk Focused Examination
- New York Exam Planning Questionnaire (EPQ) Supplement - Climate
The Pre-Exam Zipped Package for the prior year is also available.
Questions?
If you have questions about this procedure, email the Roving Supervisor or the EIC.