Financial statement filing instructions
Refer to these resources for specific instructions on how to use the portal to file your annual statement and templates required to complete your financial filing:
- Accessing the portal (PDF 176.00KB)
- Portal menu options (PDF 430.60KB)
- Filling out page 1 of the annual statement (PDF 275.57KB)
- Attaching documents to page 2 of the annual statement (PDF 569.18KB)
- Filling out and submitting page 3 (PDF 413.43KB)
- List of Washington life insurance policies purchased in 2025 (PDF 180.84KB)
- List of Washington life insurance policy payment received in 2025 (PDF 119.93KB)
- 2025 annual statement attestation (PDF 101.92KB)
- 2025 life settlement provider annual statement instructions (PDF 230.52KB)