Florida Charitable Gift Annuity Registration

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Filling out a form on donation property

Charities are required to meet prerequisites and follow regulations before using charitable annuities for fundraising. This guide contains information about charitable gift annuities in Florida.

Florida Charitable Gift Annuity Registration

Agency:Florida Office of Insurance Regulation
Law:

FL Stat. § 627.481

Organization Age Requirement: ACCESS PREMIUM DATA

Initial Registration

Form: ACCESS PREMIUM DATA
Agency Fee:

$0

Notes:

Charities must submit a notice to the office that identifies the charity, certifies that the organization meets the requirement to issue annuities, and bear the signature of two or more officers or directors. Organizations must have a separated reserve fund and qualify as a 501(c)(3).

Registration Renewal

Agency Fee:

$0

Due: ACCESS PREMIUM DATA
Notes:

The charity must file annual sworn statements which follow the rules set by the office of insurance regulation.

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