forms-notices

Forms & Notices

 

Proposal Request Form
Use this form to provide the information we need to prepare a proposal for an actuarial valuation and GASB 45 reporting for the initial year. Upon receipt, we will assemble and return our proposal within 7 business days.

Sample Report for Actuarial Valuation
An Actuarial Valuation Report will summarize and provide all information needed to satisfy the GASB 45 reporting requirements for the initial year. In addition to the valuation results that will be included to satisfy GASB 45, the report will provide an overview of the accounting standards, include a summary of plan provisions and describe the actuarial methods and assumptions used to derive the values reported. The report will also include the actuarial certification for the valuation.

The Sample Report that follows illustrates the detail included to document the actuarial valuation. Of course, your report may vary to reflect the features of your OPEB plans.

Upon receipt, the Actuarial Valuation Report can be given to your auditors to report and document the information needed to satisfy GASB 45 reporting requirements.

Brochure on GASB 45 Actuarial Valuation and Related Actuarial Consulting Services
The brochure describes the services included with the initial year GASB 45 reporting, as well as our experience and capabilities to perform these services. In most instances, the initial year GASB 45 reporting will be sufficient to satisfy your needs. But we can provide additional actuarial consulting services if there is a desire to forecast results for years in the future or consider changes in eligibility or benefit provisions. The brochure describes additional consulting services. To ask questions or receive more information about these consulting services, please see the Contact for Additional Information section at the end of the brochure.

Sample AMM Report
An AMM report will summarize and provide all of the information needed to satisfy the GASB 45 reporting requirements for the initial year based on the AMM. In addition to the valuation results that will reported to satisfy GASB 45 the report will provide an overview of the accounting standards, include a summary of plans provisions and describe the actuarial methods and assumptions used to derive the values reported.

The Sample Report that follows illustrates the level of detail included to document the AMM reporting. Of course, your report may vary to reflect the features of your OPEB plans.

Upon receipt the AMM report can be given to your auditors to report and document the information needed to satisfy GASB 45 reporting requirements.

Brochure on AMM Services and Pricing
The AMM brochure describes the services that are included with the initial year GASB 45 reporting as well as our experience and capabilities to perform these services. In most instances the initial year GASB 45 reporting will be sufficient to satisfy your needs. But we can provide additional actuarial consulting services if there is a desire to forecast results for years in the future or consider changes in eligibility or benefit provisions. The brochure describes additional consulting services. To raise questions or receive more information about these consulting services please see the Contact for Additional Information section at the end of the brochure.

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