For health care benefit managers
For carrier provider agreements and HCBM filings
For life, annuity, disability, credit, and long-term care
- Instructions - Forms - SERFF LD Form Filing General Instructions (PDF 228.45KB)
- 2026 NAIC Life, Accident & Health, Annuity and Credit Product Coding Matrix (PDF 383.16KB)
- Checklist - Forms - Accident Only (PDF 356.93KB)
- Checklist - Forms - Accidental Death and Dismemberment (AD&D) - Individual and Group (PDF 301.21KB)
- Checklist - Forms - Annuity - Individual and Group (PDF 420.39KB)
- Checklist - Forms - Blanket Accidents/Sickness (PDF 348.79KB)
- Checklist - Forms - Charitable Gift Annuity (CGA) (PDF 309.81KB)
- Checklist - Forms - Disability Income - Individual and Group (PDF 289.72KB)
- Checklist - Forms - Disability Health for Individual, Group, Blanket and ECWP (PDF 633.12KB)
- Checklist - Forms - Employer Group Waiver Plan (EGWP) - Group (PDF 284.11KB)
- Checklist - Forms - General Annuity, Disability, Health, and Life (PDF 579.65KB)
- Checklist - Forms - Health - Travel (PDF 340.71KB)
- Checklist - Forms - Hospital Indemnity (PDF 348.69KB)
- Checklist - Forms - Life Settlements (PDF 282.29KB)
- Checklist - Forms - Life - Individual and Group (PDF 467.71KB)
- Checklist - Forms - Specified Disease - Limited Benefits Individual and Group (PDF 351.19KB)
For health and disability
- Instructions - Forms - SERFF HD Form Filing General Instructions (PDF 686.76KB)
- Instructions - Rates - SERFF LHD Rate Filing General Instructions (DOCX 151.65KB)
- Instructions - Binder - SERFF HD General Binder Filing Instructions (DOCX 165.50KB)
- Instructions - Forms - SERFF LD Form Filing General Instructions (PDF 228.45KB)
- Exhibit A - Templates Required (DOCX 53.99KB)
- Exhibit B - Washington EHBs on the 2027 Plans Benefits Template (DOCX 420.26KB)
- Exhibit C - Visual Maps of 2027 PBT with Washington EHBs (XLSX 67.30KB)
- 2026 NAIC Life, Accident & Health, Annuity and Credit Product Coding Matrix (PDF 383.16KB)
Provider Network Form A reports are submitted to our office using an SFTP. If you have questions, you can contact our network access team.
For property and casualty
- 2026 Uniform Property & Casualty Product Coding Matrix (PDF 255.10KB)
- Washington state System for Electronic Form Filing (SERFF) property and casualty form filing instructions (PDF 26.65KB)
- Instructions - SERFF - Property and Casualty Rate Rule General Instructions (PDF 165.41KB)
- SERFF motor vehicle service contract filing instructions (PDF 186.67KB)
- SERFF personal insurance scoring model general instructions (PDF 35.63KB)
- SERFF experience reports and statistical plans general filing instructions (PDF 150.08KB)
For title insurance
For more information
To see up-to-date filing information:
- Login to SERFF.
- Select the "Filing Rules" tab.
- Select "General instructions" or "Submission requirements."