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PDFWAC 284-38-110

General charitable gift annuity contract filing rules.

Filers and certificate holders must submit complete filings that comply with these rules:
(1) Filers must submit complete filings that comply with the SERFF Industry Manual available within the SERFF application as well as state specific instructions applicable to the particular filing, as posted on the commissioner's web site (www.insurance.wa.gov), including the:
Washington State SERFF Life and Disability Form Filing General Instructions.
(2) Filers must submit every charitable gift annuity contract to the commissioner electronically using SERFF.
(a) Every charitable gift annuity contract filed in SERFF must be attached to the form schedule.
(b) All written correspondence related to a charitable gift annuity contract filing must be sent in SERFF.
(3) All filed contracts must be legible for both the commissioner's review and retention as a public record. Filers must submit new and replaced contracts to the commissioner for review in final printed form displayed in ten-point or larger type.
(4) Each contract must have a unique identifying number and a way to distinguish it from other editions of the same contract.
(5) Filers must submit a completed compliance checklist provided in the SERFF application with each new charitable gift annuity contract as supporting documentation. If the filing includes more than one new contract, the filer may:
(a) Complete a separate checklist for each charitable gift annuity contract; or
(b) Complete one checklist and submit an explanatory memorandum that lists any material differences between the filed contracts.
[Statutory Authority: RCW 48.02.060, 48.18.030, 48.19.035, 48.20.025, 48.20.550, 48.38.075, 48.43.730, 48.43.733, 48.44.050, and 48.46.030. WSR 20-01-048 (Matter No. R 2019-06), § 284-38-110, filed 12/9/19, effective 1/9/20. Statutory Authority: RCW 48.38.075, 48.38.010 (9) and (10), and 48.38.030. WSR 14-05-017 (Matter No. R 2013-24), § 284-38-110, filed 2/10/14, effective 3/15/14.]
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