Annual financial filing statements

Insurance companies and health entities

Segregated Accounts

The requirements for the segregation of premium accounting plan are set in WAC 284-07-540(6) (www.leg.wa.gov). There is no prescribed OIC form. However, you must create the plan and the request for approval in a PDF file and file it by email to CompanySupervisionFilings@oic.wa.gov.

In addition to the rule requirements of the plan, you must include a statement signed by both the Chief Executive Officer and the Chief Financial Officer that the plan was prepared under WAC 284-07-540 (www.leg.wa.gov) and meets the rule requirements.

Charitable gift annuities (CGA)

For charitable gift annuity issuers with a fiscal year ending on or between January 31, 2013 and December 31, 2013, please use the forms below.

For charitable gift annuity issuers with a fiscal year ending on or between January 31, 2014 and December 31, 2014.

Service-contract providers

2013 Annual Report Instructions

Life-settlement providers

2013 annual statement form and instructions (Word, 291KB)

Home heating fuel service

Discount plan organization

Updated 08/29/2014

See also

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