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PDFWAC 284-38-010


The definitions in this section apply throughout this chapter:
"Certificate holder" means any insurer or educational, religious, charitable, or scientific institution that has been issued a certificate of exemption by the commissioner to conduct a charitable gift annuity business.
"Complete filing" means a package of information containing charitable gift annuity contracts, supporting information, documents and exhibits submitted to the commissioner electronically using the system for electronic rate and form filing (SERFF).
"Contract" means a charitable gift annuity contract as described in chapter 48.38 RCW.
"Date filed" means the date a complete charitable gift annuity contract filing has been received and accepted by the commissioner.
"Filer" means a person, organization, or other entity that files charitable gift annuity contracts with the commissioner.
"Objection letter" means correspondence sent by the commissioner to the filer that:
(a) Requests clarification, documentation or other information;
(b) Explains errors or omissions in the filing; or
(c) Disapproves a charitable gift annuity contract under RCW 48.38.010(9), 48.18.110, 48.38.030, or 48.38.042.
"SERFF" means the system for electronic rate and form filing. SERFF is a proprietary National Association of Insurance Commissioners (NAIC) computer-based application that allows filers to create and submit rate, rule, and form filings electronically to the commissioner.
"Unrestricted net assets" also means "net assets without donor restrictions."
[Statutory Authority: RCW 48.02.060, 48.38.075 and 48.38.010. WSR 18-24-054 (Matter R 2018-13), § 284-38-010, filed 11/28/18, effective 12/29/18. 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), § 284-38-010, filed 2/10/14, effective 3/15/14.]
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