Life Insurance Return Instructions – Section VII – Change Control Log

Document Properties

  • Revised: December 2021

2021 UPDATES

The following changes have been made during the course of the 2021 year:

Instructions

Section IGeneral email address - Updated
V-4Saskatchewan contact information – Updated
Federal contact information - Updated
V-21 to 24Saskatchewan - Updated

2021 "Q4" Quarterly Return

No changes made.

2021 Annual Supplement

10.002Foreign Affidavit - Wording Updated

2022 "Q1" Quarterly Return

No changes made.

2020 UPDATES

The following changes have been made during the course of the 2020 year:

Instructions

Section VAll references to AAR-DCAT  - Updated to AAR-FCT
V-2BC contact information - Updated
V-14Quebec - Updated
V-34, 36, 38British Columbia – Updated
VI-64Page 75.070, column 02 - Added

2020 "Q4" Quarterly Return

No changes made.

2020 Annual Supplement

10.005Quebec Affidavit - Wording Updated
10.090Question 5.5 – Wording Updated

2021 "Q1" Quarterly Return

No changes made.

2019 UPDATES

The following changes have been made during the course of the 2019 year:

Instructions

V-2NB contact information - Updated
V-38Yukon - Updated
V-46, 47Federal - Updated
VI-16Page 20.031 – Updated
Page 20.037 - Added
VI-47Page 35.040 - Updated
VI-60, 61Page 75.010 and 75.020 - Updated

2019 "Q4" Quarterly Return

No changes made.

2019 Annual Supplement

20.037 New (BC Incorporated Insurers only)
70.010Lines 550 and 750 – Wording Changed
Line 700 – Deleted
70.042Line 460 – Relocated below line 440
Line 860 – Relocated below line 840
75.010/75.020Title of page – Wording Changed
Lines 299, 599 and 749 - Deleted

2020 "Q1" Quarterly Return

No changes made.

2018 UPDATES

The following changes have been made during the course of the 2018 year:

Instructions

Section IIIAll references to MCCSR Guideline – Updated to LICAT Guideline
III-3CAR definition - Updated
III-5LICAT/LIMAT definition – Added
MCCSR/TAAM definition - Deleted
III-8TAAM definition - Deleted
Section V All jurisdictions - Updated
Section VIAll references to MCCSR Guideline – Updated to LICAT Guideline
VI-11Page 20.010, lines 510 and 540 - Added
VI-13Page 20.020, line 160 - Added
VI-14Page 20.030, line 075 - Added
VI-16Page 20.031 - Added
VI-19Page 20.042, lines 220, 225 and 775 - Added
VI-59Page 70.035, line 075 - Added
VI-60Page 70.042, lines 220, 225 and 775 - Added

2018 "Q4" Quarterly Return

20.040Lines 540 and 570 – Relocated below line 740
Line 580 - Added

2018 Annual Supplement

No additional changes introduced. See 2017 Updates for further details.

2019 "Q1" Quarterly Return

20.031

 New (BC Incorporated Insurers only)

2017 UPDATES

The following changes have been made during the course of the 2017 year:

Instructions

VI-15Page 20.030, lines 342, 344 - Updated
VI-19Page 21.012 - Addition
VI-21

Page 21.012 , columns 52, 53 and 54 – Added
Page 21.020 – Addition
Page 21.020, columns 10-46 - Modified

VI-22Page 21.020, columns 10 to 59 – Added
VI-28Page 21.070, column 70 – Deletion
VI-44Pages 35.010-35.020, lines 342-344 – Updated
VI-53Page 60.020 – Modified
VI-54Page 60.030, lines 110, 210 – Additions/Deletions
VI-55Page 60.030, lines 610-689 – Updated
VI-56Pages 70.010-70.042 – Addition
VI-66Pages 95.010-95.040, column 18 - Updated

2018 "Q1" Quarterly Return

20.020Line 840 – Page reference Added
20.021Line 840 – Page reference Added
20.030

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899, 980, 989 – Wording Changed

20.041Line 299 – Page reference Added
20.044Line 080 – Page reference Added
20.042

Lines 010, 170, 615, 770 – Wording Changed
Lines 465, 865 – Added

20.054Column 16 – Wording Changed
21.012

Columns 11, 16 – Wording Changed
Columns 52, 53, 54, 55 – Added
Footnote - Updated

21.020

Columns 01, 06, 16, 21, 26, 31 – Deleted
Columns 33, 35, 57, 58, 59 – Added
Columns 40, 60 – Wording Changed

35.010

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899, 980, 989 – Wording Changed

35.020

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899, 980, 989 – Wording Changed

60.030

Page title – Wording Changed
Second table – Wording Changed

70.010-70.042Pages – Added (for provincial insurers and insurers/societies licensed in Quebec)
70.030

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899, 980, 989 – Wording Changed

70.035

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899 – Wording Changed

70.042

Lines 010, 170, 615, 770 – Wording Changed
Lines 465, 865 – Added

2018 Annual Supplement

10.070Column 08 – Reference Added
21.050Column 36 – Wording Changed
21.060Column 31 – Wording Changed
21.070Column 70 – Wording Changed
21.075Column 70 – Wording Changed
60.010Lines 310, 340, 360, 389 – Deleted
60.020

First table heading- Wording Changed
Second table heading – Wording Changed
Columns 11, 41 – Deleted

70.030

Line 340 – Deleted
Lines 342, 344 – Added
Lines 859, 870, 899, 980, 989 – Wording Changed

70.035Page – Deleted (moved to Quarterly Return)
70.042

Lines 010, 170, 615, 770 – Wording Changed
Lines 465, 865 – Added

2016 UPDATES

The following changes have been made during the course of the 2016 year:

Instructions

V-3, 43Nunavut - Updated
V-46Federal – Updated
VI-51Page 60.010 - Modified
VI-52

Page 60.010, line 740 – Deletion
Page 60.020, column 21 - Modified

VI-54Page 60.030 – Additions/Deletions

2016 "Q4" Quarterly Return

No changes made

2016 Annual Supplement

10.033

Lines 210-250 – Deleted
Lines 310-350 – Added

20.085Wording Changed
21.100Column 16 heading – Changed

2015 UPDATES

The following changes have been made during the course of the 2015 year:

Instructions

VI-15Page 20.030, lines 310-320 – Deletion/addition
VI-52Page 60.020 - Addition
VI-70, 71Page 98.060-.070-.080 - Modified
VI-71Page 98.060-.070 - New

2015 "Q4" Quarterly Return

No changes made

2015 Annual Supplement

No changes made

2014 UPDATES

The following changes have been made during the course of the 2014 year:

Instructions

A comprehensive review of the instructions was performed in 2013-14. Significant changes have been made to the Life Insurance Return instructions.

All readers are encouraged to completely review the 2014 edition.

2014 "Q4" Quarterly Return

Cover New
Table of Contents New
10.006Certification page - Added
21.012Line 759 – Wording Deleted
21.080Page Added to Quarterly Return
60.030Footnotes – Deleted (and added within the instructions)

2014 Annual Supplement

Significant changes include:

  • Combining of the Life-1 and Life-2 Returns.
  • 1 Quarterly Return to be filed at all 4 quarters and 1 Annual Supplement Return to be filed with the Q4 filing.
10.020Column 01 – Wording Added
10.060Question 2.2 – Wording Added
21.130Page sub-title – Deleted
Column 32 – Wording Deleted
60.020Column 50 - Added
70.010Line 840 – Wording Deleted
70.020/70.021Line 145 – Wording Deleted
75.050/75.060Columns 31 and 32 Heading – Wording Added

2015 "Q1" Quarterly Return

21.080New quarterly page; applicable to insurers/societies licensed in the province of Alberta for Q1-Q3
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