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A.M. Best Data Submission
Quarterly Filings and Investments Forms

Your company's data is a valuable component to A.M. Best's effort of providing meaningful analysis of the insurance industry's financial strength. Therefore, if your company submits quarterly filings to the NAIC, it is requested that you also submit these filings to A.M. Best Company.

Submitting your filings electronically will enable A.M. Best Company to verify and process this information in a timely manner. For your convenience, we encourage you to use our secured Internet filing registration procedure to initiate and speed up the filing process with A.M. Best. Please register and return the electronic filings by the following date(s), which are in accordance with the NAIC directive:

  QUARTER ENDING* NAIC FILING DEADLINE
Quarterly Statement & Investments Form March 31, 2016 May 16, 2016
Quarterly Statement & Investments Form June 30, 2016 August 15, 2016
Quarterly Statement & Investments Form September 30, 2016 November 15, 2016

* Updated quarterly investment forms are made available around April 15th of each year.

In addition, please submit the "Investments in Parents, Subsidiaries and Affiliates" forms. This additional information allows us to account for intercompany holdings and is similar to that submitted in the annual statement Five-Year Historical data page and the detailed investment schedules. The Investments form should also crosscheck with the data reported on the quarterly General Interrogatories page. This form is now offered electronically and may be downloaded using the link below.

Download & Submission Instructions

Right click on each link as needed and choose "Save Target As..." in order to save the file to your PC.

LIFE INVESTMENTS FORM 2016 Word Excel Adobe PDF
PC INVESTMENTS FORM 2016 Word Excel Adobe PDF
HEALTH INVESTMENTS FORM 2016 Word Excel Adobe PDF
TITLE INVESTMENTS FORM 2016 Word Excel Adobe PDF

You may submit the completed forms (including forms with NONE) either in printed form, as an email attachment to Investmentforms@ambest.com or by fax to 908-439-9107. If you have any questions regarding the submission of your quarterly filings to A.M. Best Company, please contact Technical Products Support at 908-439-2200, extension 2621.

Quarterly filings are an integral part of our ongoing analysis of your companys performance and Bests Rating. Your cooperation in providing this information in a timely manner is sincerely appreciated.


INFORMATION | REGISTER | QUARTERLY INVESTMENTS FORMS