IDOI: NAIC Publications

The following National Association of Insurance Commissioners (NAIC) publications are grouped by reporting year and will be updated on an ongoing basis.

Questions about accessing these materials may be directed to Chris Erickson, 317-232-2403.

2018
- Financial Analysis Handbook
  Volume One
  Volume Two
- Insurance Regulatory Information System Ratios Manual
- Accounting Practices & Procedures Manual
  Volume One
  Volume Two
- Annual Statement Blanks
  Fraternal
  Health
  Life
  Property & Casualty
  Protected Cell
  Separate Accounts
  Title
- Annual Statement Instructions
  Fraternal
  Health
  Life
  Property & Casualty
  Title
- Quarterly Statement Blanks
  Fraternal
  Health
  Life
  Property & Casualty
  Title
- Quarterly Statement Instructions
  Fraternal
  Health
  Life
  Property & Casualty
  Title
- NAIC Uniform Life, Accident and Health, Annuity and Credit Product Coding Matrix
- Own Risk Solvency Assessment Guidance Manual
- Financial Condition Examiner’s Handbook
- Financial Regulation Standards and Accreditation Program Manual
- Market Regulation Handbook
  Volume One
  Volume Two
- Uniform Application for Individual Producer License/Registration
- Uniform Application for Business Entity Adjuster License/Registration
- Uniform Application for Individual Adjuster or Apprentice License/Registration
- Uniform Application for Third Party Administrator License
- Uniform Application for Business Entity License Renewal/Continuation
- Purposes and Procedures Manual of the NAIC Investment Analysis Office
- Risk Based Capital Instructions
  Fraternal
  Health
  Life
  Property & Casualty
- Valuation Manual
2019
- Financial Analysis Handbook
- Insurance Regulatory Information System Ratios Manual
- Accounting Practices & Procedures Manual
  Volume One
  Volume Two
- Annual Statement Blanks
  Fraternal
  Health
  Life
  Property & Casualty
  Protected Cell
  Separate Accounts
  Title
- Annual Statement Instructions
  Fraternal  Part 1 Part 2 Part 3 Part 4 Part 5 Part 6
  Health     Part 1 Part 2 Part 3 Part 4
  Life
  Property & Casualty   Part 1 Part 2 Part 3 Part 4 Part 5
  Title   Part 1 Part 2 Part 3
- Quarterly Statement Blanks
  Fraternal
  Health
  Life
  Property & Casualty
  Title
- Quarterly Statement Instructions
  Fraternal  Part 1 Part 2
  Health
  Life   Part 1 Part 2
  Property & Casualty  Part 1 Part 2
  Title
- NAIC Uniform Life, Accident and Health, Annuity and Credit Product Coding Matrix
- Own Risk Solvency Assessment Guidance Manual
- Financial Condition Examiner’s Handbook
- Financial Regulation Standards and Accreditation Program Manual
- Market Regulation Handbook
  Volume One
  Volume Two
  Volume Three
  Volume Four
- Uniform Application for Individual Producer License/Registration
- Uniform Application for Business Entity Adjuster License/Registration
- Uniform Application for Individual Adjuster or Apprentice License/Registration
Uniform Application for Third Party Administrator License
- Uniform Application for Business Entity License Renewal/Continuation
- Purposes and Procedures Manual of the NAIC Investment Analysis Office
- Risk Based Capital Instructions
  Fraternal   Part 1 Part 2
  Health
  Life   Part 1 Part 2
  Property & Casualty   Part 1 Part 2
- Valuation Manual
- Annual List of Amendments
2020
- Financial Analysis Handbook
- Insurance Regulatory Information System Ratios Manual
- Accounting Practices & Procedures Manual
- Annual Statement Blanks
  Fraternal
  Health
  Life Part 1 Part 2
  Property & Casualty Part 1 Part 2 Part 3
  Protected Cell
  Separate Accounts
  Title
- Annual Statement Instructions
  Fraternal
  Health  Part 1 Part 2 Part 3 Part 4 Part 5
  Life    Part 1 Part 2 Part 3 Part 4 Part 5 Part 6
  Property & Casualty   Part 1 Part 2 Part 3 Part 4 Part 5 Part 6
  Title    Part 1 Part 2 Part 3 Part 4
- NAIC Uniform Life, Accident and Health, Annuity and Credit Product Coding Matrix
- Own Risk Solvency Assessment Guidance Manual
- Financial Condition Examiner’s Handbook
- Financial Regulation Standards and Accreditation Program Manual
- Market Regulation Handbook
- Uniform Application for Individual Producer License/Registration
- Uniform Application for Business Entity Adjuster License/Registration
- Uniform Application for Individual Adjuster or Apprentice License/Registration
- Uniform Application for Third Party Administrator License
- Uniform Application for Business Entity License Renewal/Continuation
- Purposes and Procedures Manual of the NAIC Investment Analysis Office
- Risk Based Capital Instructions
  Health
  Life and Fraternal
  Property & Casualty
- Securities Valuation
- Annual List of Amendments
2021
- Financial Analysis Handbook
- Insurance Regulatory Information System Ratios Manual
- Accounting Practices & Procedures Manual
  - Accounting Practices & Procedures Manual Update: May 2021
  - Accounting Practices & Procedures Manual Update: August 2021
- Annual Statement Blanks
  Life, Accident, & Health/Fraternal
  Health
  Protected Cell
  Separate Accounts
- Annual Statement Instructions
  Life, Accident, & Health/Fraternal
  Health
  Property & Casualty
  Title
- NAIC Uniform Life, Accident and Health, Annuity and Credit Product Coding Matrix
- Own Risk Solvency Assessment Guidance Manual
- Financial Condition Examiner’s Handbook
- Financial Regulation Standards and Accreditation Program Manual | April 2021 Update
- Market Regulation Handbook
- Uniform Application for Individual Producer License/Registration
- Uniform Application for Business Entity Adjuster License/Registration
- Uniform Application for Individual Adjuster or Apprentice License/Registration
- Uniform Application for Third Party Administrator License
- Uniform Application for Business Entity License Renewal/Continuation
- Purposes and Procedures Manual of the NAIC Investment Analysis Office
- Risk Based Capital Instructions
  Health
  Life & Fraternal
  Property & Casualty
- Securities Valuation
- Annual List of Amendments
- Spring 2021: E Committee Technical Updates
- Summer 2021: E Committee Technical Updates
- SAPWG AP&P Manual Update (August 2021)
2022
- Financial Analysis Handbook
- Accounting Practices & Procedures Manual
  - Accounting Practices & Procedures Manual Update - March 2022
2023
- Accounting Practices and Procedures Manual
  - Accounting Practices and Procedures Manual - March 2023
  - Accounting Practices and Procedures Manual - May 2023
  - Accounting Practices and Procedures Manual - January 2024
- Financial Regulation Standards and Accreditation Program
- Financial Condition Examiner’s Handbook
- Financial Condition E Committee Technical Changes - Spring 2023
- Market Regulation Handbook 2023
- Purposes & Procedures Manual of the NAIC Investment Analysis Office
- Valuation Manual Summer Updates
- Annual List of Amendments
- Risk Based Capital Instructions:
2024
- Financial Analysis Handbook
- Purposes and Procedures Manual
- Executive Committee Updates
- Financial Condition (E) Committee, Technical Changes
  - Spring
  - Summer
- Annual Statement Blanks
- Annual Statement Instructions
- Financial Regulation Standards and Accreditation Program (January 2024)
- Accounting Practices and Procedures Manual (2024)
- Financial Condition Examiners Handbook (2024)
- ORSA Manual (December 2022)
- Risk-Based Capital
- Market Regulation Handbook (2024)
- Valuation Manual (January 2024)
- Annual List of Amendments
2025
- Risk-Based Capital
- 2024 Fall E Committee Technical Changes