Charitable Annuity Licensing Application

This application is for those corporations, societies and associations seeking to apply to the Superintendent of Financial Services of the State of New York for a special permit to issue gift annuity agreements in New York.

The completed application and all requested material should be submitted as follows:

1 set to:

Ms. Jo Ann Loeber
New York State Department of Financial Services
Life Bureau
One State Street
New York, NY 10004

Telephone Number (212) 480-4921

1 set to:

Office of General Counsel
New York State Department of Financial Services
One Commerce Plaza
Albany, NY 12257

Telephone Number (518) 474-6623

Permit Application And Information (PDF)