In forceLife insurers: actuarialLast checked 11 November 2026

Appointed actuary's report: supplementary tables, life (1008)

A regulatory return listed by the Office of the Superintendent of Financial Institutions (OSFI), Canada.

A workbook of supplementary data that each life insurer submits with the appointed actuary's report, with specific data elements in specific formats. Source

Official title: AAR Supplementary Tables - Life (1008)

The facts

Who files
OSFI's reporting requirements tables list it for: Canadian life insurers (including insurance holding companies and non-operating life companies); foreign life insurers; Canadian fraternal benefit societies; foreign fraternal benefit societies. Source
How often
Annual. Source
Deadline
Annual filing: within 60 days. Subject to the Late and Erroneous Filing Penalties (LEFP) framework. Source
Format
Excel. An Excel workbook filed through RRS with the appointed actuary's report. Source
How it is filed
Filing routes recorded for the OSFI: Regulatory Reporting System (RRS); Regulatory Data Hub (RDH). See how firms file with the OSFI.
Status
In forceFiled in the Regulatory Reporting System (RRS). OSFI's Data Collection Modernization initiative will replace RRS with a new platform, the Regulatory Data Hub (RDH); OSFI says the launch is now targeted for spring 2027 and asks filers to keep using RRS until then. Financial filing for insurers moves to RDH in Release 3; OSFI says more details on financial returns will come in 2027. Source
Group
Life insurers: actuarial

Templates (26)

The tables and forms inside the return. Plain name first, the OSFI's code in brackets.

  • Entity Name (00011)
  • Portfolio Name (00012)
  • Liquidity Category (00013)
  • Asset Segment (00014)
  • Participating Sub Account (00015)
  • Validation (00001)
  • Consolidated Liabilities/Assets for (Re-)Insurance Contract Issued, Reinsurance Contracts Held, and Investment Contracts with DPFs by Portfolio and by Product Type (21020)
  • Confidence Level of Risk Adjustment for Non-Financial Risk (21021)
  • Risk Adjustment for Non-Financial Risk by Risk Type where Margin Approach is Used (22010)
  • Risk Adjustment for Non-Financial Risk Where Other* Approaches Are Used (* other than margin approach) (22020)
  • Assumption and Methodology Changes- Non financial assumptions (23010)
  • Assumption and Methodology Changes- financial assumptions (23020)
  • Assumption and Methodology Changes Related to Market Impact (23030)
  • Portfolio Mapping for (Re-)Insurance Contracts Issued and Reinsurance Contracts Held (24010)
  • Liabilities for Investment and Service Contracts (25010)
  • Discount Rates Used to Discount Cash Flows That Do Not Vary Based on the Returns on Underlying Items as at the End of Current Fiscal Year (32010)
Show all 26 templates
  • Risk Free Rates by Year (32020)
  • Risk Adjustment - Cost of Capital Approach (41310)
  • Product data (42110)
  • Insurance Revenue by Portfolio (42120)
  • Discount Rate Sensitivities (51010)
  • Bulk Provisions (53010)
  • Assets/Liabilities for Reinsurance Contracts Held - Top 10 Reinsurance Companies (54010)
  • Asset Segment - Assets (Balance Sheet Values at Fiscal Year End) (61010)
  • Asset Yield or Expected Returns by Asset Type (62010)
  • Payments to Shareholders from Participating Account in Accordance with Insurance Companies Act Section 461 (71110)

Schedules (worksheets) in OSFI1008-BSIF1008-2026-memo-life-supplementary-table-supplementaire-vie-en.xlsx, named from the workbook's table of contents or schedule titles. Source

Validation rules

84 rules, as counted from the OSFI's published material. They are written for people to read; software cannot run them as published. Source

How they are written: Sheet inside the template workbook with checks written in words.

The rules, on osfi-bsif.gc.ca

How they were counted

Numbered rows in the 'Validation rules' sheet of OSFI1008-BSIF1008-2026-memo-life-supplementary-table-supplementaire-vie-en.xlsx.

Counts are in the OSFI's own unit, so they are not comparable with other regulators' counts.

Public data

No published data from this return was found. No publication of data from this return was found on OSFI's reporting or open data pages. Source

Official documents (5)

The OSFI's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see OSFI's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Last checked 11 November 2026.