Current Annuity Application Ages 65+ - The Orchard Foundation - theorchard 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the amount for your Charitable Gift Annuity in the designated field, ensuring it meets the minimum of $10,000.
  3. Select your preferred contract type: Single Life, Joint Life, or Survivorship. This choice will determine how payments are structured.
  4. Indicate your payment frequency by selecting from Annually, Semi-annually, Quarterly, or Monthly.
  5. Fill in your personal details including name, address, telephone number, email, and Social Security number. Ensure accuracy for smooth processing.
  6. If applicable, provide information for a second person if you selected Joint Life or Survivorship. Repeat the same fields as above.
  7. Complete your banking information for annuity payments by entering your bank account number and attaching a voided check.
  8. Submit proof of date of birth using an acceptable form of identification as specified in the document.
  9. Finally, review all entries for accuracy before signing and dating the application at the bottom.

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