Life Annual Statement Handbook

Annual Statement Handbooks are the most comprehensive manuals for annual statement preparation, accounting guidance, and statutory accounting theory in the insurance industry. Updated annually, these manuals save time understanding and preparing the annual statement and include the latest NAIC changes.

All Handbooks cover:

• Statutory accounting theory
• Structure of the Annual Statement
• Preparation logistics and filing requirements
• Notes
• Investment schedules including valuation and preparation
• Risk Based Capital
• Quarterly statement
• Supplementary filings
• Audited Financial Report
• Actuarial Opinions
• Reinsurance
• Federal tax provisions including detailed guidance for the admissibility tests
• Accounting and reporting for the Affordable Care Act
• Model company completed Annual & Quarterly Statements for current year

The Life Annual Statement (Blue Book) also covers:

• Reserving theory and discussion
• Details of line of business reporting
• Changes related to the combined Life/Fraternal Blank
• Separate Accounts

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