Florida Charitable Gift Annuity Registration
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: | 5 years of continuous existence immediately preceeding licensure. |
Initial Registration
| Form: | There is no application form. |
| 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: | Annually within 60 days of the charity's fiscal year end. |
| Notes: | The charity must file annual sworn statements which follow the rules set by the office of insurance regulation. |
