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You can run the Insurance schedules at any time during a reporting period, as long as the ISTAR Refresh/Valuation was executed for the month-end reporting date.

You can submit final reports when all prerequisite processing steps are complete.

  • Insurance Client and Entity setups and elections were entered and verified.
  • NAIC Designations and SVO Codes were loaded to ISTAR database tables.
  • Prices were loaded.
  • Schedule Write-In and/or Footnote values were entered and verified if needed.



WRITERS NOTE: add XREF LATER


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