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2012 Financial statement filing instructions

Insurance companies and health entities

• Filing checklists for financial statements page.
• Electronic submission directive (PDF, 41KB)
• File Transfer Protocol (FTP) upload instructions (PDF, 82KB)
• Internet Explorer FTP upload directions (PDF, 158KB)
• Creating a WA_EM text file (PDF, 20KB) Your email file response instructions.
• National Association of Insurance Commissioners (NAIC) naming conventions (PDF, 50KB) For Washington-only filings.

Note: We may change the Internet Protocol (IP) address without notice. If you choose not to use the domain name, ftp.oic.wa.gov, and need the exact IP address then:

• Type “ping ftp.oic.wa.gov” in a command prompt or
• Use the Internet Explorer FTP upload directions (PDF, 158KB)
  

Charitable gift annuities (CGA)

For charitable gift annuity issuers with a fiscal year ending on or between June 30, 2011 and December 31, 2011 please use the forms below.

• June - Dec. 2011 CGA annual report instructions (Word, 165KB)
• June - Dec. 2011 CGA annual report (Word, 160KB)

For charitable gift annuity issuers with a fiscal year ending on or between January 31, 2012 and December 31, 2012 please use the forms below.

• Jan - Dec 2012 CGA annual report instructions (Word, 167KB)
• Jan - Dec 2012 CGA annual report (Word, 164KB)

Service contract providers

• 2011 annual report instructions (Word, 44KB)
• 2011 annual report (Word, 198KB)

Life settlement providers

• 2011 annual statement form and instructions (Word, 192KB)

Home heating fuel service

• 2011 annual report instructions (Word, 44KB)
• 2011 annual report (Word, 151KB)

Discount plan organization

• 2011 annual report form and instructions (Word, 96KB)

 

Updated 04/12/2012