Financial filing requirements for service contract providers

Service contract providers can use these instructions and links to send us their required financial filings.

Service contract providers - vehicle and non-vehicle

Service contract providers must submit financial information annually, including an annual report and financial statements.

File your annual report for service contract providers

Protection product guarantee provider

Protection product guarantee providers must provide us with the date they plan on submitting their financial statements for the prior year if they don't provide them on or before March 1 of the current year.

File your financial statement for protection product guarantee providers

Home heating fuel service contract provider

Home heating fuel service companies must submit financial information annually, including an annual report and financial statements.

File your annual report for home heating fuel service contract providers

Financial filing requirements for title companies

Financial information filing instructions

Refer to these resources for specific instructions on what documents are required, how to use the portal to file your required financial information and templates required to complete your financial filings:

File your annual report for title companies

Premium tax filing for purchasing groups 2023

New for 2023

There are no changes from the 2022 purchasing group tax forms.

Filing requirements

All purchasing groups registered in the state of Washington during the calendar year must file an online tax form, as provided by this office, even if no business was actually transacted within Washington during that time. Alternate filing methods are not accepted.

Due date

The completed online form and payment must be received by our office on or before March 1 following the end of the calendar year. When the due date falls on a Saturday or Sunday, the form and payment are considered timely if received on the next business day.

Caution: Do not mail a paper version of the form or any attachments to our office.

Completing your premium tax form

The tax rate is 2%. Calculations will be completed automatically.

Selecting "Print" will print your form exactly as it appears on the screen, even if you have not saved your work.

The "Save progress" button does not check for errors.

Remember: Save your work before moving away from the form; your work is not automatically saved.

Purchasing Group Taxes

Premiums entered in this section must reflect all Washington business for the year, even if another entity is responsible for the payment of taxes.

Purchasing group taxes instructions

Line name

State of domicile

State of Washington

Purchasing Group Tax Rate

If editable, enter your state of domicile purchasing group tax rate

Pre-populated by the OIC

Purchasing Group Taxes

If editable, enter taxes due to your state of domicile

Auto-calculated

Entities Responsible for Premium Tax Liability

If your purchasing group does not pay taxes directly, select "Yes" when responding to the question "Is another entity responsible for this tax liability?"

After selecting "Yes," enter the entity responsible for the tax liability and the premium volume for which they are responsible.

Select "Add Entity" if more than one entity is responsible for taxes.

Declaration and final submission

Review the Declaration and, if necessary, update the contact information.

The contact information listed here is the insurance commissioner's only point of contact for premium tax purposes; please make sure the information is accurate.

Enter the name and title of the officer who has examined the form and declares that to the best of this officer’s knowledge and belief, the information is entirely true, accurate, and complete.

Submit your form to the insurance commissioner by clicking "Final Submission."

Premium tax filing for purchasing groups 2019

Filing requirements

All purchasing groups registered in the state of Washington during the calendar year must file an online tax form, as provided by this office, even if no business was actually transacted within Washington during that time. Alternate filing methods are not accepted.

Due date

The completed online form and payment must be received by our office on or before March 1 following the end of the calendar year. When the due date falls on a Saturday or Sunday, the form and payment are considered timely if received on the next business day.

Caution: Do not mail a paper version of the form or any attachments to our office.

Completing your premium tax form

The tax rate is 2%. Calculations will be completed automatically.

Selecting "Print" will print your form exactly as it appears on the screen, even if you have not saved your work.

The "Save progress" button does not check for errors.

Remember: Save your work before moving away from the form; your work is not automatically saved.

Purchasing Group Taxes

Premiums entered in this section must reflect all Washington business for the year, even if another entity is responsible for the payment of taxes.

Purchasing group taxes instructions

Line name

State of domicile

State of Washington

Purchasing Group Tax Rate

If editable, enter your state of domicile purchasing group tax rate

Pre-populated by the OIC

Purchasing Group Taxes

If editable, enter taxes due to your state of domicile

Auto-calculated

Entities Responsible for Premium Tax Liability

If your purchasing group does not pay taxes directly, select "Yes" when responding to the question "Is another entity responsible for this tax liability?"

After selecting "Yes," enter the entity responsible for the tax liability and the premium volume for which they are responsible.

Select "Add Entity" if more than one entity is responsible for taxes.

Declaration and final submission

Review the Declaration and, if necessary, update the contact information.

The contact information listed here is the insurance commissioner's only point of contact for premium tax purposes; please make sure the information is accurate.

Enter the name and title of the officer who has examined the form and declares that to the best of this officer’s knowledge and belief, the information is entirely true, accurate, and complete.

Submit your form to the insurance commissioner by clicking "Final Submission."

Financial filing requirements for surplus line brokers

Premium tax forms

Find instructions for surplus line brokers broker premium tax and reporting requirements.

Contact: Steven Moore, call 360-725-7031 or ask our premium tax and surcharge experts

Financial statements

Visit the Surplus Line Association of Washington's carrier requirements page to find everything you're required to file. 

Mail financial statements and supplements to:
Surplus Line Association of Washington
1710 One Union Square
600 University St.
Seattle, WA 98101

Financial filings are accepted in PDF format at Financials@surpluslines.org

Premium tax filing for purchasing groups 2020

New for 2020

There are no changes from the 2019 purchasing group tax forms.

Filing requirements

All purchasing groups registered in the state of Washington during the calendar year must file an online tax form, as provided by this office, even if no business was actually transacted within Washington during that time. Alternate filing methods are not accepted.

Due date

The completed online form and payment must be received by our office on or before March 1 following the end of the calendar year. When the due date falls on a Saturday or Sunday, the form and payment are considered timely if received on the next business day.

Caution: Do not mail a paper version of the form or any attachments to our office.

Completing your premium tax form

The tax rate is 2%. Calculations will be completed automatically.

Selecting "Print" will print your form exactly as it appears on the screen, even if you have not saved your work.

The "Save progress" button does not check for errors.

Remember: Save your work before moving away from the form; your work is not automatically saved.

Purchasing Group Taxes

Premiums entered in this section must reflect all Washington business for the year, even if another entity is responsible for the payment of taxes.

Purchasing group taxes instructions

Line name

State of domicile

State of Washington

Purchasing Group Tax Rate

If editable, enter your state of domicile purchasing group tax rate

Pre-populated by the OIC

Purchasing Group Taxes

If editable, enter taxes due to your state of domicile

Auto-calculated

Entities Responsible for Premium Tax Liability

If your purchasing group does not pay taxes directly, select "Yes" when responding to the question "Is another entity responsible for this tax liability?"

After selecting "Yes," enter the entity responsible for the tax liability and the premium volume for which they are responsible.

Select "Add Entity" if more than one entity is responsible for taxes.

Declaration and final submission

Review the Declaration and, if necessary, update the contact information.

The contact information listed here is the insurance commissioner's only point of contact for premium tax purposes; please make sure the information is accurate.

Enter the name and title of the officer who has examined the form and declares that to the best of this officer’s knowledge and belief, the information is entirely true, accurate, and complete.

Submit your form to the insurance commissioner by clicking "Final Submission."

Premium tax filing for purchasing groups 2021

New for 2021

The tax form has been updated to allow purchasing groups to enter partial responsibility for premium tax, along with one or more other entities

Filing requirements

All purchasing groups registered in the state of Washington during the calendar year must file an online tax form, as provided by this office, even if no business was actually transacted within Washington during that time. Alternate filing methods are not accepted.

Due date

The completed online form and payment must be received by our office on or before March 1 following the end of the calendar year. When the due date falls on a Saturday or Sunday, the form and payment are considered timely if received on the next business day.

Caution: Do not mail a paper version of the form or any attachments to our office.

Completing your premium tax form

The tax rate is 2%. Calculations will be completed automatically.

Selecting "Print" will print your form exactly as it appears on the screen, even if you have not saved your work.

The "Save progress" button does not check for errors.

Remember: Save your work before moving away from the form; your work is not automatically saved.

Purchasing Group Taxes

Premiums entered in this section must reflect all Washington business for the year, even if another entity is responsible for the payment of taxes.

Purchasing group taxes instructions

Line name

State of domicile

State of Washington

Purchasing Group Tax Rate

If editable, enter your state of domicile purchasing group tax rate

Pre-populated by the OIC

Purchasing Group Taxes

If editable, enter taxes due to your state of domicile

Auto-calculated

Entities Responsible for Premium Tax Liability

If your purchasing group does not pay taxes directly, select "Yes" when responding to the question "Is another entity responsible for this tax liability?"

After selecting "Yes," enter the entity responsible for the tax liability and the premium volume for which they are responsible.

Select "Add Entity" if more than one entity is responsible for taxes.

Declaration and final submission

Review the Declaration and, if necessary, update the contact information.

The contact information listed here is the insurance commissioner's only point of contact for premium tax purposes; please make sure the information is accurate.

Enter the name and title of the officer who has examined the form and declares that to the best of this officer’s knowledge and belief, the information is entirely true, accurate, and complete.

Submit your form to the insurance commissioner by clicking "Final Submission."