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Blanks (E) Working Group

2025 Membership (PDF)

2026 Proposed Charges

  1. 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 杏吧视频 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 杏吧视频 blanks and instructions to adopted 杏吧视频 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 杏吧视频 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 杏吧视频 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.

2025 Charges

  1. 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 杏吧视频 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 杏吧视频 blanks and instructions to adopted 杏吧视频 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 杏吧视频 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 杏吧视频 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.
Upcoming Meeting
Blanks (E) Working Group

Public Webex Meeting
Thursday, March 05, 2026
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour

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Blanks (E) Working Group

Public Webex Meeting
Thursday, March 05, 2026
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour

Blanks (E) Working Group
Items Received for Comment

Last Updated November 5, 2025

Please address comment letters to Roy Eft, Chair of the Blanks (E) Working Group, and direct to 杏吧视频 support staff, Mary Caswell and Jill Youtsey.

Ref No. Description

Comment Deadline

2025-17BWG Add an annual general interrogatory that indicates the method used for reporting residuals and update Notes to Financials (Note 1C6 and 5D) for consistent reporting between SSAP No. 26, SSAP No. 43, and SSAP No. 21.

2/6/2026

2025-18BWG Add instructions for Health General Interrogatory 10.21 through 10.24 to add clarifying instructions and an example to the Health General Interrogatory Part 2 Instructions. Also add a crosscheck from the general interrogatory to Exhibit 7, Part 1.

2/6/2026

2025-19BWG Add a code of 鈥淪鈥 to the Active Status column on Schedule T to identify if a license has been suspended.

2/6/2026

2025-20BWG Update Schedule D, Part 6, Section 1 reporting categories and Asset Valuation Reserve lines to update the classification of investment subsidiaries.

2/6/2026

 

 

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Contacts

Media Inquiries
(816) 783-8909
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Mary Caswell
Senior Manager 鈥 Data Quality
816-783-8409
鈥 Blanks (E) Working Group 
鈥 Financial Reporting

Jill Youtsey
Manager - FDR Data Quality 
816-783-8419
鈥 Annual/Quarterly Statement Instructions Publication

Julie Gann
Director - Solvency Policy
816-783-8966

Linda Hunsucker
Senior Insurance Reporting Analyst
816-783-8404
鈥 State Filing Checklists
鈥 Annual/Quarterly Statement Blanks Publication

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