Actuarial Information Summary — Guidance by the Régie

The Régie has examined actuarial information summaries and noted that certain points require further clarification. We have therefore provided guidance for each of the lines indicated below. We encourage actuaries to take this guidance into consideration when preparing subsequent summaries.

Lines Guidance
009 to 014a For all plans, provide the information requested for at least 3 periods, each one corresponding to a fiscal year in the plan.
072 This line must not be omitted where a pension plan has two components. Enter the assets of the defined contribution component.
080, 090 to 094 The value of annuities guaranteed by an insurer must be given here.
185 Enter the date given on the cover page of the actuarial valuation report.
189 Enter the amount of special amortization payments and not the amount of amortization payments. Be sure not to confuse both payments.

In addition, do not enter the amount of the amortization payments on the basis of the relief measures.
197, 198, 202 to 204 For all plans, provide the information requested for 3 periods, each one corresponding to a fiscal year in the plan.
202 Enter the amounts requested on this line even if the amortization payments on a solvency basis are higher than those on a going concern basis.