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Application, Forms, Regulations and Instructions for Charitable Gift Annuity Certificate of Authority (Permit) are available from WISCONSIN Department of Insurance website.
A) Application Instructions: http://www.oci.wi.gov/app_pack/21-003.htm
1. Print Instructions page.
2. Click on link for "Application Form" (Form OCI 21-003),
3. Click on link for "Designation of Registered Agent for Service of Process" (Form OCI 12-014).
B) Wisconsin Laws/Statutes: http://www.legis.state.wi.us/rsb/statutes.html
Go to: Insurance: Sections 600-655 and click on ...
Gift Annuities: 615
Investments: 620
Accounting/Reserves: 623
C) Gift Annuity Annual Statement Packet
14 pages in PDF Format: (Form 22-080)
http://www.oci.wi.gov/ociforms/22-080.pdf
Questions? Call Yvonne Sherry - (608) 266-0091 or Jackie Karls - (608) 266-9891
This page last updated September 11, 2003.
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Click here to see the Master Set of 6 Gift Annuity Agreements (offered by Planned Giving Resources, Inc.) that will work in all 50 states (with the addition of the "Extra Wording" state specific "disclosure language" that is now required by 30 states.)
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