Skip to main content
  • Translate
    • English
    • Español
    • 中文
    • Русский
    • יידיש
    • বাঙালি
    • 한국어
    • Kreyòl Ayisyen
    • Italiano
    • العربية
    • Polski
    • Français
    • اردو
Navigation menu

Department of Financial Services

  • Department of Financial Services
  • Consumer Information
    • Consumer Information
    • Disaster and Flood Resource Center
    • COVID-19 Information for Consumers
    • Fraud and Cyber Protection
    • Auto Insurance
    • Bail
    • Banking and Sending Money
    • Credit and Debt
    • Healthcare
    • Holocaust Claims
    • Homeowner and Tenant Resources
    • Life Insurance
    • Small Business Resources
    • Student Loan Resources and Relief
  • Applications & Filings
    • Applications & Filings
    • Temporary Independent Adjusters
    • Bail Agents
    • Banks and Trusts
    • Credit Reporting Agencies
    • Insurance Agents & Brokers
    • Insurance Companies
    • Mortgage Companies
    • Money Transmitters
    • Virtual Currency Businesses
    • More...
  • Industry Guidance
    • Industry Guidance
    • COVID-19 Industry Guidance
    • Climate Change
    • Innovation
    • Diversity, Equity and Inclusion
    • Cybersecurity Resource Center
    • Enforcement & Discipline
    • Circular Letters
    • Industry Letters
    • Regulatory & Legislative Activities
    • Transaction Monitoring
    • Interagency MOUs
  • Reports & Publications
    • Reports & Publications
    • Press Releases
    • Examinations & Exam Reports
    • Public Hearings
    • Statements & Comments
    • Weekly Bulletins
    • DFS Annual Reports
    • Other Reports
  • Contact Us
    • Contact Us
    • Careers With DFS
    • File a Complaint
    • File a FOIL Request
    • Procurement
    • About Us
  • DFS Portal
  • Search
mobile search icon

Life Insurers

  • Recent Updates and Information
  • Product Outlines & Filing Guidance
  • Charitable Annuity Societies Charitable Annuity Societies
    • Licensing Application
    • Product Outline
    • Reserve Requirements
  • 2022 Annual Statements 2022 Annual Statements
    • Charitable Annuity Societies
    • Life Insurers
    • Life Settlement Providers
    • Retirement Systems and Pension Funds
  • Insurer Admission Application
  • Life Settlements Life Settlements
    • Life Settlement Provider Licensing
    • Filing Life Settlement Forms
    • LSP License Renewal Application
    • Life Settlement Intermediaries
  • Market Conduct
  • Regulation 60
  • Regulation 74
  • Reserves and Solvency Reserves and Solvency
    • Domestic Life and Fraternal
    • Foreign, Fraternals and Accredited Reinsurers
    • Maximum Reserve Valuation and Life Policy Nonforfeiture Interest Rate

Charitable Annuity Reserves

NOTE: All documents on this page are in PDF format.

  • Important Notice Regarding Reserves
  • Reserve Guidelines for Gift Annuity Organizations for 2023 (Gift 1)
  • Maximum Reserve Valuation Interest Rates for Charitable Gift Annuities (Gift 2)
  • Present Value of Immediate Annuities and Maximum Incomes per $1000 Gift Allowed by Section 1110 for Issues of 2020+ (Gift 3)
  • Calculation of Annuity Reserves From Elementary Values (Gift 4)
  • Yearly Death Rates Per 1000 for the 1983 "a" and Annuity 2000 Tables (Gift 5)
  • Yearly Death Rates Per 1000 for the 2012 IAR Table (Gift 6)

Insurance Industry Questions

If you are unable to find the answer to your insurance question here, check our FAQs. If you have a question or need assistance, call (800) 342-3736 (M-F, 8:30 AM to 4:30 PM). Local calls can be made to (212) 480-6400 or (518) 474-6600.

CHECK OUR FAQS
CONTACT US
Who We Supervise
Institutions That We Supervise
The Department of Financial Services supervises many different types of institutions. Supervision by DFS may entail chartering, licensing, registration requirements, examination, and more.
Learn More
Department of Financial Services

About Us

  • Mission and Leadership
  • Advisory Boards
  • Institutions That We Supervise

State Laws & Regulations

  • State Codes, Rules & Regulations (NYCRR)
  • State Laws (LBDC)
  • State Bills & Laws (Senate)

Website

  • Accessibility & Reasonable Accommodations
  • Disclaimer
  • Privacy Policy
  • Site Map

Language Assistance

  • Language Access Policies and Plans
Department of Financial Services

CONNECT WITH US

  • FACEBOOK
  • LINKEDIN
  • TWITTER

Translation Services

This page is available in other languages

  • Translate
    • English
    • Español
    • 中文
    • Русский
    • יידיש
    • বাঙালি
    • 한국어
    • Kreyòl Ayisyen
    • Italiano
    • العربية
    • Polski
    • Français
    • اردو