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Accounting Standards for Private Enterprises

Insurance Contracts with Cash Surrender Value

Summary

The Accounting Standards Board (AcSB) undertook a project to provide guidance on the recognition and measurement of the cash surrender value of an insurance contract. Through consultations, the AcSB heard that there was diversity in the accounting for the cash surrender value of an insurance contract. This project addressed issues related to recognition, measurement, presentation, and disclosure of insurance contracts with cash surrender value.

The AcSB decided to address the issues through an Accounting Guideline because providing guidance in one location would be simpler and the guidance applies specifically to life insurance contracts with cash surrender value. Accounting Guidelines are a primary source of generally accepted accounting principles. They set out how existing Sections shall be applied in specific cases or the Board’s conclusions on other particular issues of concern with respect to financial reporting.

Staff Contact(s)

Mark Squire, CPA, CA Principal, Accounting Standards Board

Project Status

  • Information gathering

    The AcSB conducted research and developed proposals to address issues with accounting for cash surrender value of an insurance contract

  • Approving project

    In April 2023, the AcSB approved a project to develop an exposure draft

    The AcSB developed proposals to address accounting issues for insurance contracts that contain a cash surrender value from the policy owner’s point of view

  • Engaging Communities

    The AcSB issued its Exposure Draft, “Accounting for Life Insurance Contracts with Cash Surrender Value” in November 2023

  • Deliberating feedback

    The AcSB deliberated feedback on its Exposure Draft "Accounting for Life Insurance Contracts with Cash Surrender Value" from December 2023 to June 2024

  • Final pronouncement

    Final Accounting Guideline issued in the CPA Canada Handbook – Accounting on September 1, 2024

On-demand Webinar – Domestic Accounting Standards Update (Fall 2023)

Watch our recorded webinar to learn about current projects and recent amendments in Parts II, III, and IV of the CPA Canada Handbook – Accounting. 

On-demand Webinar – Domestic Accounting Standards Update (Spring 2024)

Watch our recorded webinar to learn about current projects and recent amendments in Parts II, III, and IV of the CPA Canada Handbook – Accounting.

Disclaimer

This project summary has been prepared for information purposes only. Decisions reported are tentative and reflect only the current status of discussions on this project, which may change after further Board deliberations. Decisions to publish Handbook material are final only after a formal voting process.