This page has been created to help you successfully meet your 2023 NAIC requirements when you export your 2023 Schedule D.
What you will need to do:

* Read the 2023 Year End Processing instructions thoroughly before performing the export.
* To learn more about SSAP-43R visit https://content.naic.org/structured_securities/index_structured_securities.htm.
* Read this document for instructions on how to determine if your company has a SSAP-43R reporting requirement. If you have a reporting requirement under SSAP-43R please call our support team to dicuss how compliance can be acheived in PortMan.
* Read amendment to the Purposes and Procedures Manual of the NAIC Investment Analysis Office (P&PManual) to Update the Financial Modeling Instructions for RMBS/CMBS Securities.