Get Annual Statement For Charitable Annuity Permit Holders

Completing the Annual Statement for Charitable Annuity Permit Holders online is a straightforward process. This guide will help you navigate through each section of the form, ensuring accuracy and compliance with state requirements.

Follow the steps to successfully complete your annual statement online.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred online editor.
2. Provide the name of the permit holder in the designated field, ensuring that it matches the officially registered name.
3. Fill out the home office address and principal executive office addresses for each permit holder.
4. Attach a corporate organizational chart that includes all related entities.
5. List each director's name, home office address, principal executive office address, and title.
6. If there have been changes in rates or forms, include copies of updated materials as specified.
7. Attach the required audited financial statements, ensuring they conform to the stated accounting principles.
8. Indicate the manner in which assets are invested as per the regulations, providing the necessary descriptions and certifications.
9. Detail the methodology for calculating reserves as per the regulations and append any required certifications.
10. Finalize the form with the required signatures and certifications from authorized personnel.
11. Review all entries for accuracy, then save your changes, download, print, or share the completed form as needed.

Complete your ANNUAL STATEMENT FOR CHARITABLE ANNUITY PERMIT HOLDERS online today to ensure compliance and timely filing.