Form preview

Get the free General Account Valuation Filing Checklist - NY DFS

Get Form
Andrew M. Cuomo Governor Maria T. Full Superintendent GENERAL ACCOUNT VALUATION FILING CHECKLIST December 31, 2018Name of Domestic Company Please confirm with a YES, NO or NOT APPLICABLE that instructions
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign general account valuation filing

Edit
Edit your general account valuation filing form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your general account valuation filing form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit general account valuation filing online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Log in to your account. Start Free Trial and sign up a profile if you don't have one yet.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit general account valuation filing. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
Dealing with documents is always simple with pdfFiller. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out general account valuation filing

Illustration

How to fill out general account valuation filing

01
To fill out the general account valuation filing, follow these steps:
02
Gather all the necessary financial records and documents, such as balance sheets, income statements, and cash flow statements.
03
Review the regulations and guidelines provided by the relevant regulatory authority or accounting standards board.
04
Identify the valuation method to be used for the general account, whether it is the fair value, historical cost, or other acceptable valuation basis.
05
Obtain the required valuation inputs, such as market prices, interest rates, and economic indicators.
06
Calculate the fair value or historical cost of each asset and liability included in the general account. Use appropriate accounting techniques and formulas.
07
Prepare supporting schedules and working papers to document the valuation process and calculations.
08
Summarize the valuation results in a clear and organized filing document, including explanations, footnotes, and references to relevant accounting standards.
09
Review and verify the accuracy of the completed filing before submission.
10
Submit the general account valuation filing to the appropriate regulatory authority or management team, according to the established deadlines and procedures.
11
Keep a copy of the filed document and supporting materials for future reference and audit purposes.

Who needs general account valuation filing?

01
General account valuation filing is typically required by businesses, financial institutions, and investment companies.
02
Insurance companies: Insurance companies need to perform general account valuation filing to comply with regulatory requirements and assess the financial health of their general account.
03
Pension funds: Pension funds often need to file general account valuations to provide transparency and accountability regarding their investment portfolios and funding levels.
04
Banks and other financial institutions: Financial institutions may be required to undergo general account valuation filing to demonstrate the fair value of their assets and liabilities, ensuring the accuracy of their financial statements.
05
Investment companies: Investment companies that manage funds and portfolios for clients may require general account valuation filing to communicate the value of their investments and fulfill reporting obligations.
06
Regulators and auditors: Regulatory authorities and auditors utilize general account valuation filings to monitor compliance, assess risk, and ensure financial integrity within the respective industries.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
45 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

pdfFiller has made filling out and eSigning general account valuation filing easy. The solution is equipped with a set of features that enable you to edit and rearrange PDF content, add fillable fields, and eSign the document. Start a free trial to explore all the capabilities of pdfFiller, the ultimate document editing solution.
You can quickly make and fill out legal forms with the help of the pdfFiller app on your phone. Complete and sign general account valuation filing and other documents on your mobile device using the application. If you want to learn more about how the PDF editor works, go to pdfFiller.com.
Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your general account valuation filing by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.
General account valuation filing is a report that insurance companies submit to provide an assessment of the value of their assets and liabilities in their general account.
Insurance companies are required to file general account valuation filing.
General account valuation filing is typically filled out by the finance or accounting department of the insurance company, following specific guidelines provided by regulatory authorities.
The purpose of general account valuation filing is to ensure that insurance companies have sufficient assets to cover their liabilities and to maintain financial stability.
Information such as the value of assets, liabilities, reserves, and investment portfolios must be reported on general account valuation filing.
Fill out your general account valuation filing online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.