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The NAIC Annual Schedules involve the following types of schedules:

  • Summary Schedules
  • BA Schedules
  • D Schedules
  • DA Schedules
  • DB Schedules
  • DL Schedules
  • E Schedules
  • Footnotes

For a complete list of the options you can select, see .


The Legal Entity identification (LEI) field displayed for issuers on Schedules D, DA, DB, DL, and E is based on the Legal Entity Identifier (tag 5089) assigned to the issuer, as accessed by the ISTAR Refresh. You can use Reference Data Center or the Add/Change Issuer Information panels in the Issue Viewer tool to maintain the LEI assignment.

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