Life Insurance Return (2027)
Information
Table of contents
Note
Continue using the 2026 Life Insurance Returns as follows:
- If fiscal year ends on December 31, 2026, use these new returns starting January 1, 2027
- If fiscal year ends on October 31, 2027, use these new returns starting November 1, 2027
Instructions
- Section I – Introduction
- Section II – Filing Requirements
- Section III – Definitions
- Section IV – Detailed Instructions
- Section V – Jurisdictional Requirements
- Section VI – Change Control Log
Return files
Core financial quarterly return (LF1)
LF1 - Q1 2027 Core financial quarterly return (clean) (XLSX, 157 KB) LF1 - Q1 2027 Core financial quarterly return (tracked changes) (XLSX, 159 KB) LF1 – Q1 2027 Core financial quarterly return validation rules (XLSX, 173 KB) LF1 – Q1 2027 sample XML (XML, 262 KB) LF1 – Q1 2027 sample XSD (XSD, 1.98 MB)
Supervisory quarterly return (LF2)
LF2 - Q1 2027 Supervisory quarterly return (clean) (XLSX, 232 KB) LF2 - Q1 2027 Supervisory quarterly return (tracked changes) (XLSX, 237 KB) LF2 – Q1 2027 Supervisory quarterly return validation rules (XLSX, 216 KB) LF2 – Q1 2027 sample XML (XML, 496 KB) LF2 – Q1 2027 sample XSD (XSD, 1.86 MB)
Supervisory annual return (LF3)
LF3 - Q1 2027 Supervisory annual return (clean) (XLSX, 317 KB) LF3 - Q1 2027 Supervisory annual return (tracked changes) (XLSX, 317 KB) LF3 – Q1 2027 Supervisory annual return validation rules (XLSX, 130 KB) LF3 – Q1 2027 sample XML (XML, 293 KB) LF3 – Q1 2027 sample XSD (XSD, 795 KB)