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:

Mr. George Brady
New York State Department of Financial Services
Life Bureau
25 Beaver Street
New York, NY 10004

Telephone Number (212) 480-4911

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 Applicaton And Information (PDF Format - Updated August 2008)

Updated 04/01/2013