Financial reporting instructions
Refer to the list for instructions on how to complete financial returns and reports in the Regulatory Reporting System.
See more information on how to file and submit a return.
Title | Industry | Document type | Return |
---|---|---|---|
Property and casualty insurance return – Section III – Definitions | Insurance companies | Instructions | Property and casualty insurance return |
Mortgage Insurer Capital Adequacy Test - Filing Instructions | Insurance companies | Instructions | Mortgage Insurer Capital Adequancy Test (MICAT) |
Life Supervisory Quarterly Return (LF2) - Validation rules [ XLSX 156.75 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |
Mortgage Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Mortgage Insurance Return and Instructions |
P&C Minimum Capital Test and Branch Adequacy of Assets Test Validation Rules [ XLSX 58.04 KB ] | Insurance companies | Validation rules | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
MI4 Supervisory Quarterly Return Validation Rules [ XLSX 99.1 KB ] | Insurance companies | Validation rules | Mortgage Insurance Return and Instructions |
Data definitions - UCLRE [ XLSX 772.16 KB ] | Insurance companies | Data definitions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
Validation rules - LICAT LCQ 2023 [ XLSX 86.67 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
Report - Life insurance key metrics [ XLSX 122.69 KB ] | Insurance companies | Report | Life insurers key metrics (OL) |
Life Insurance Return – Section V – Jurisdictional Requirements | Insurance companies | Jurisdictional requirements | Life Insurance Return and Instructions |
Validation rules - LICAT LCA 2020 [ XLSX 197.41 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
Property and Casualty - Memorandum to the Appointed Actuary 2022 | Insurance companies | Memorandum | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
Property and casualty insurance return | Insurance companies | Instructions | Property and casualty insurance return |
Life Supervisory Quarterly Return (LF2) - Clean [ XLSX 207.05 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
Life Core Financial Quarterly Return (LF1) - Clean [ XLSX 136.45 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
Mortgage Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Mortgage Insurance Return and Instructions |
Mortgage Insurers Supervisory Quarterly Return (MI4) [ XLSX 194.68 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
Annual return – UCLRE [ XLSX 50.87 KB ] | Insurance companies | Annual return | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
Peer review information - 2022 Life Memorandum to the Appointed Actuary [ XLSX 34.9 KB ] | Insurance companies | Peer review information | Life Memorandum to the Appointed Actuary (2022) |
Mortgage Insurers Core Financial Statement Return (MI3) [ XLSX 126.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |