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This document is a quarterly financial report submitting the condition and affairs of the Jackson National Life Insurance Company of New York as of September 30, 2021. It includes details on assets, liabilities, surplus, and the summary of operations, including information on premiums, dividends, and investments. The report adheres to the standards set by the New York State Department of Financial Services.

How to fill out quarterly statement

How to fill out quarterly statement

1. Gather all necessary financial documents for the quarter, including income statements, receipts, and expense reports.
2. Review the previous quarter's statement for consistency and reference.
3. Begin filling out the income section by listing all revenue sources and their amounts.
4. Move on to the expenses section, detailing all costs incurred during the quarter.
5. Calculate the net profit or loss by subtracting total expenses from total income.
6. Include any necessary notes or explanations for significant transactions.
7. Double-check all figures for accuracy and ensure that all calculations are correct.
8. Submit the completed quarterly statement by the required deadline.

Who needs quarterly statement?

1. Businesses that need to report their financial performance to stakeholders.
2. Taxpayers who need to file quarterly tax returns.
3. Investors who want to evaluate the financial health of a company.
4. Regulatory bodies that require periodic financial disclosures.

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What is quarterly statement?

A quarterly statement is a financial report that summarizes a company's financial performance over a three-month period.

Who is required to file quarterly statement?

Publicly traded companies and certain regulated entities are typically required to file quarterly statements with relevant authorities, such as the Securities and Exchange Commission (SEC) in the U.S.

How to fill out quarterly statement?

To fill out a quarterly statement, gather financial data for the quarter, complete the required forms with accurate figures, and ensure compliance with relevant accounting standards before submission.

What is the purpose of quarterly statement?

The purpose of a quarterly statement is to provide stakeholders with a regular update on the company's financial performance and position, enhancing transparency and aiding in investment decisions.

What information must be reported on quarterly statement?

Information that must be reported includes revenue, expenses, net income, cash flow, and any significant changes in financial position or operating results.