*These are based on 2016 annual statement filings, adjusted for changes reported in the first quarter and second quarter 2017 filings.
November 1 to 10, 2017 — Companies can start submitting additional securities to their portfolios to purchase or to be considered for modeling in the December file.
Available from November to end of December — Companies can challenge a securities modeling eligibility status in AVS+ under the "Searches > Structured Securities > Challenge STS Security".
RMBS/CMBS Securities Not Modeled Reason:
To correct a scientific notation or a formula in the CUSIP column of your .csv file
Please follow the instructions below to see the fields correctly in Microsoft Excel 2010.
1. Open a new blank workbook in Excel.
2. On the Data tab, in the Get External Data group, click "From Text."
3. Browse to locate and open the .csv file.
4. Follow the instructions in the Import Wizard.
Refer to the following links for more specific importing instructions:
View a tutorial
Learn how to use the system
Review the system
View the invoice details and
The NAIC looks forward to working with insurers to provide the appropriate structured securities information to facilitate the year-end Annual Statement filing process. Please direct inquiries as follows:
Statutory accounting and/or RBC treatment: 816.783.8400, select RMBS option.
Billing or AVS+ questions: 816.783.8300, select option #5 or firstname.lastname@example.org
Questions pertaining to modeling process, analytics & results: 212.398.9000 or SSGinquirydesk@naic.org