Get Tennessee Gift Annuity Application Packet Form

Filling out the Tennessee Gift Annuity Application Packet Form online can seem overwhelming, but with clear instructions, you can navigate the process with ease. This guide will provide step-by-step assistance on each section of the form to ensure that you complete it accurately and efficiently.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to access and open the application packet.
2. Begin by entering the name of the organization or person applying for the CGA certificate in the designated field. Ensure that you provide the full legal name as recognized by regulatory authorities.
3. Input the physical street address, including city, state, and ZIP code of the organization. If you have a separate mailing address, include that as well. If not, you can simply write 'same.'
4. Select the type of organization from the provided options, such as an individual, corporation, partnership, or association. This will help categorize your application correctly.
5. Provide the address of the Tennessee office if applicable. If your organization does not have an office in Tennessee, write ‘N/A’.
6. Complete the contact information section by filling in the name, address, phone number, and email address of the contact person related to the application. This information is crucial for follow-up communication.
7. Certify that the charitable organization maintains a separate account that meets the necessary financial requirements. Indicate whether it equals the total donations of outstanding annuities or 110% of the reserves.
8. Ensure that you confirm the organization does not use commissioned individuals for soliciting annuities by checking the required box or attaching the necessary statement.
9. Read and acknowledge the requirements set forth by Tennessee law as outlined in the application. This includes an understanding of annual reporting obligations.
10. At the end of the form, two responsible officers from the organization must sign to certify the accuracy of the information provided. Each signature must be notarized separately.
11. Once you have completed and reviewed the form for accuracy, you can save changes, download a copy, or print the form for submission. Make sure to keep a copy for your records before mailing it to the specified address.

Start filling out your Tennessee Gift Annuity Application Packet Form online today for a smooth and successful application process.