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 2024 (PDF 153.48KB)
- List of Washinton life insurance policy payment received in 2024 (PDF 120.00KB)
- 2024 annual statement attestation (PDF 55.94KB)
- 2024 life settlement provider annual statement instructions (PDF 203.68KB)