This page has been created to help you successfully meet your 2018 NAIC requirements when you export your 2018 Schedule D.
What you will need to do:

* Read the 2018 Year End Processing instructions thoroughly before performing the export.
* Read the 2018 PortMan RMBS White Paper if you have securities that are covered under SSAP 43R. These instructions cover how compliance with SSAP 43R can be achieved in PortMan. To learn more about SSAP 43R visit

If you are having issues with the 2018 EOY update (version 2019.1.7), please refer to our trouble-shooting page.