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Forms

LIFE-1

LIFE-2

OSFI-56

OSFI-77

OSFI-86 TAAM (Test of Adequacy of Assets in Canada and Margin Requirements for Foreign Life Insurance Companies and Fraternal Benefit Societies)

OSFI-87 MCCSR (Minimum Continuing Capital and Surplus Requirements for Canadian Life Insurance Companies and Fraternal Benefit Societies)

OSFI-588 - Capital Metric for Insurance Companies and Life Holding Companies (updated : 2007-10-05)

  • Validation rules – Annual (Excel format) (posted : 2006-12-08)
  • Validation rules – Interim (Excel format) (posted : 2007-06-01)

2007 Updates

LIFE-1

LIFE-2

Updated: 2007-10-05 

2006 Updates

LIFE-1

LIFE-2

Updated: 2006-12-20 

OSFI-56 and OSFI-77

Date Published: 2006-11-27 

Reinsurers - Filing of Quarterly Returns: Letter from John Doran, Assistant Superintendent, Supervision

Date Published: 2004-02-25

Memorandum to the Actuary 

Memorandum to the Appointed Actuary (Life Insurance) 2007

Date Published: 2007-09-18

Memorandum to the Appointed Actuary (Life Insurance) 2006

Date Published: 2006-11-01

Memorandum from August Chow, Senior Director, Actuarial Division regarding the filing of Actuarial Reports with OSFI

Date Published: 2006-02-09

Memorandum to the Appointed Actuary (Life Insurance) 2005

  • Cover Letter (PDF format)
  • Memorandum to the Appointed Actuary (Life Insurance) 2005, (with strikethroughs)
  • Memorandum to the Appointed Actuary (Life Insurance) 2005, (without strikethroughs)

Date Published: 2005-10-05

Letter from Allan Brender, Senior Director, Actuarial Division regarding the 2004 Memorandum to the Appointed Actuary (Life Insurance)

Date Published: 2005-01-31

Memorandum to the Appointed Actuary (Life Insurance) 2004

  • Cover Letter (with strikethroughs)
  • Cover Letter (without strikethroughs)
  • Memorandum to the Appointed Actuary (Life Insurance) 2004, (with strikethroughs)
  • Memorandum to the Appointed Actuary (Life Insurance) 2004, (without strikethroughs)

Date Published: 2004-10-22

Cover letter from Allan Brender, Senior Director, Actuarial Division, Specialist Support Sector
  • Memorandum to the Appointed Actuary (Life Insurance) 2003

Date Published: 2003-09-22

Letter from Allan Brender, Senior Director, Actuarial Division regarding the 2002 Memorandum to the Appointed Actuary (Life Insurance)

Date Published: 2003-01-28

Cover letter from Allan Brender, Senior Director, Actuarial Division, Specialist Support Sector

  • Memorandum to the Appointed Actuary (Life Insurance) 2002

Date Published: 2002-11-04

Cover letter from Allan Brender, Senior Director, Actuarial Division, Specialist Support Sector

  • Memorandum to the Appointed Actuary (Life Insurance) 2001, (with strikethroughs)
  • Memorandum to the Appointed Actuary (Life Insurance) 2001, (without strikethroughs)
Date Published: 2001-11-09