RBC Quarterly Estimation Tool

RBC Quarterly Estimation Tool

The RBC (Risked-Based Capital) Quarterly Estimation Tool allows regulators to analyze and estimate a company's RBC ratio throughout the year based on the company's prior year-end RBC filing and the current quarter statement filing.  For example, the RBC Quarterly Estimation Tool can be used to analyze a company that had a low RBC ratio at the prior year-end and continues to experience worsening results; or a company that had an RBC ratio that was satisfactory at the prior year-end but experienced worsening financial conditions during the year, such as a significant decline in surplus or an increase in writings.  

The RBC Quarterly Estimation Tool is available from the Categories page under Financial Analysis/Examination for the current year.

 Features include:

  • Direct pulls from the quarterly statement
  • The Covariance page includes the CQ and PYE Amounts for comparison purposes
  • Edits made by the user are highlighted to track changes

To View the RBC Quarterly Estimation Tool reports using the Financial Reports Page  

  1. Search for a company by performing a Company/Firm Search.
  2. Place a check mark in the box next to the company to report.
  3. Select the current data year and click the Company/Firm Reports button.
  4. Select the RBC Quarterly Estimation Tool under the Financial Analysis/Examination section.
  5. Click on the Quarter to run.
  6. Click Open on the File Download pop-up.
  7. After opening the Excel spreadsheet, click on "Enable Editing" or "Enable Content".
  8. Select specific page(s) to Edit.

Available Print options:

  • Print All Worksheets 
  • Print Selected Worksheets
  • Print Quarterly Estimated RBC