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Blanks (E) Working Group

2023 Membership

2023 Adopted Charges

The Blanks (E) Working Group will:

  1. Consider improvements and revisions to the various annual/quarterly statement blanks to:

    1. Conform these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by insurers.
    2. Develop reporting formats for other entities subject to the jurisdiction of state insurance departments.
    3. Conform the various NAIC blanks and instructions to adopted NAIC policy.
    4. Oversee the development of additional reporting formats within the existing annual financial statements as needs are identified.
  2. Continue to monitor state filing checklists to maintain current filing requirements.
  3. Continue to monitor and improve the quality of financial data filed by insurance companies by recommending improved or additional language for the Annual Statement Instructions.
  4. Continue to monitor and review all proposals necessary for the implementation of statutory accounting guidance to ensure proper implementation of any action taken by the Accounting Practices and Procedures (E) Task Force affecting annual financial statements and/or instructions.
  5. Continue to coordinate with other task forces of the NAIC to ensure proper implementation of reporting and instructions changes as proposed by these taskforces.
  6. Coordinate with the applicable task forces and working groups as needed to avoid duplication of reporting within the annual and quarterly statement blanks.
  7. Consider proposals presented that would address duplication in reporting, eliminate data elements, financial schedules and disclosures that are no longer needed, and coordinate with other NAIC task forces and working groups if applicable, to ensure revised reporting still meets the needs of regulators.
  8. Review requests for investment schedule blanks and instructions changes in connection with the work being performed by the Capital Adequacy (E) Task Force and its working groups.
  9. Review changes requested by the Valuation of Securities (E) Task Force relating to its work on other invested assets reporting for technical consistency within the investment reporting schedules and instructions.
BWG 5.31.2023 Meeting

Public Webex Meeting
Wednesday, May 31, 2023
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1.5 hrs
Webex Link

The purpose of this meeting is to consider adoption of the proposals exposed at the BWG March 7 meeting, consider the exposure of any new items, and consider adoption of editorial revisions.

Education & Training Events

For annual statement preparation online courses, refer to the NAIC Education & Training Web page.

Related NAIC Publications


Media Inquiries
(816) 783-8909

Mary Caswell
Senior Manager – Data Quality
Blanks (E) Working Group 
Financial Reporting

Jill Youtsey
Senior Insurance Reporting Analyst 
Annual Statement Instructions Publication

Julie Gann
Assistant Director - Solvency Policy

Linda Hunsucker
Senior Insurance Reporting Analyst
State Filing Checklists
Blanks Publication

Please see the current Committee List for a complete list of committee members.