This page has been created to help you successfully meet your 2021 NAIC requirements when you export your 2021 Schedule D.
What you will need to do:

* Read the 2021 Year End Processing instructions thoroughly before performing the export.
* Read the 2021 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
* 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 and Direct IAO Staff to Produce NAIC Designation and NAIC Designations Categories for Non-Legacy Securities.