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
Life Insurance Return – Section III – Definitions Insurance companies Instructions Life Insurance Return and Instructions
Property and casualty (P&C) insurance return Insurance companies Instructions Property and casualty insurance return
Mortgage Insurer Capital Adequacy Test - Filing Instructions Insurance companies Instructions Mortgage Insurer Capital Adequancy Test (MICAT)
Mortgage Insurance Return Insurance companies Instructions Mortgage Insurance Return and Instructions
Life Insurance Return Insurance companies Instructions Life Insurance Return and Instructions
Life Supplementary Quarterly Return (LF4) – Instructions Insurance companies Instructions Life Insurance Return and Instructions
Property and casualty insurance return – Section IV – Detailed Instructions Insurance companies Instructions Property and casualty insurance return
Mortgage Insurance Return – Section IV – Detailed Instructions Insurance companies Instructions Mortgage Insurance Return and Instructions
Life Insurance Return – Section IV – Detailed Instructions Insurance companies Instructions Life Insurance Return and Instructions
2024 Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) Insurance companies Instructions Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4)
Property and casualty insurance return – Section I – Introduction Insurance companies Instructions Property and casualty insurance return
Mortgage Insurance Return – Section I – Introduction Insurance companies Instructions Mortgage Insurance Return and Instructions
Life Insurance Return – Section I – Introduction Insurance companies Instructions Life Insurance Return and Instructions
Memorandum to the Appointed Actuary (2024) Insurance companies Memorandum Memorandum to the Appointed Actuary (2024)
Property and casualty insurance return – Section V – Jurisdictional Requirements Insurance companies Instructions Property and casualty insurance return
Mortgage Insurance Return – Section V – Jurisdictional Requirements Insurance companies Instructions Mortgage Insurance Return and Instructions
Solo Capital Return Insurance companies Instructions Solo Capital Return
2023 Life Insurance Capital Adequacy Test - Filing Instructions Insurance companies Instructions Life Insurance Capital Adequacy Test (LICAT)
Life Insurance Return – Section V – Jurisdictional Requirements Insurance companies Instructions Life Insurance Return and Instructions