File Upload Instructions

PDF Submission

Please use the following instructions to assist you in creating a Portable Document File (PDF) for electronic submission of your Annual Statements to Merrill Corporation's Insurance Division.

When sending your statement electronically, use the Merrill DEX File transfer utility to upload your files - www.merrillcatalog.com/insurancedex/pages/login.asp.

For more information, contact us at 800.688.4400 X4526 or via email at insurance@merrillcorp.com.

Please read the instructions carefully before you begin. If you have any questions, or need any assistance, please call Patrick Raleigh in our St. Paul office at (651) 632-4526.

Please scroll down until you find the software type that you are using.

TCPWin - Booke Seminar Software

• Open the company you wish to print
• Select the pages to be included in the PDF File
• Select File | Print to PDF from the menu
• When prompted, enter a name for the PDF file to be created, and an output folder (where the file will be stored)
• Select OK
• After the print process is complete, open the PDF file in Adobe's Acrobat Reader to proofread the file
• When your file has been printed and proofread, use WinZip or PKZip to compress the file (use maximum compression) into a zip file for electronic submission.
• Send the file as an attachment via email to the appropriate email location. (see above).

FSI Annual Statement Software

• Go into FSI Software. (You will be asked to select the company you want to process, if multiple company installation.)
• From the File menu, select NAIC
• From the NAIC menu, select Create PDF
• Select Create Standard PDF file for Statement filing. This will create a PDF file in the print directory
• After the print process is complete, open the PDF file in Adobe's Acrobat Reader to proofread the file
• When your file has been printed and proofread, use WinZip or PKZip to compress the file (use maximum compression) into a zip file for electronic submission.
• Send the file as an attachment via email to the appropriate email location. (see above).

AS 2000 - Freedom Group Software

• From the toolbar, click Print, or click File | Print
• Choose the appropriate option on the Selection tab for printing Selected Identifiers, All Identifiers, or Groups of Identifiers
• From the selection tab, click Printers
• Click Specific Printer, select Freedom PDF Generator, then click OK. From the Output tab, verify that the Print to File checkbox is selected and grayed-out
• To select the directory to write the file to, click Choose Directory
• When printing multiple pages and they need to print together in one file, click Keep Pages Together. To print, click OK
• After the print process is complete, open the PDF file in Adobe's Acrobat Reader to proofread the file
• When your file has been printed and proofread, use WinZip or PKZip to compress the file (use maximum compression) into a zip file for electronic submission.
• Send the file as an attachment via email to the appropriate email location. (see above).

AMBest Software

• Click on the file drop down menu from the main screen and go in to print configuration.
• Check off the “PRINT TO FILE” option. Then click OK.
• Click on the print drop down menu from the main screen and go into pages.
• Select the pages you want printed or click on the options drop down menu in the print dialog box and click on “MARK ALL”. Once the pages are marked click on print. The file will be named “ANNUAL??-PRINT PAGES.PDF” and will be saved in the PDF folder in either under the netuser's folder for multi-user set ups or under the work folder for single user set ups. “?? = statement type PC , LH , or HMO”
• E-mail the PDF file to the printers for printing.

Sungard Software

The PDF file is created when the electronic filing is done. It cannot be created apart from that process. The default file location is:

...SunGard Insurance Systems\EFS\EFS2000a\ElecFile

The name of the file is determined by the NAIC as follows:

• NAIC number
• One of the following letters: o/r/i (for original/refile/amended)
• Version number
• One of the following letters: m/a/j (for march/april/june)
• .p

For example, the file might be named: 12345o1m.p

Send the file as an attachment via email to the appropriate email location. (see above).