Charitable Annuity Licensing Application

The following Application and licensing information is being made available by the Department 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 Format - Updated December 2016)

Updated 12/14/2016