Charitable Gift Annuity Issuer Annual Report Form - TN.gov - tn 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name of your charitable organization and its physical address in the designated fields. Ensure accuracy as this information is crucial for identification.
3. Provide a mailing address if it differs from the physical address. If they are the same, simply write 'same'.
4. Fill in the contact person's details, including their name, phone number, and email address for any inquiries regarding the report.
5. Complete the financial statement section by indicating whether you are submitting CPA-audited or verified financial data. Attach necessary documents as specified.
6. Report on gift annuity activity by filling in all relevant figures for contracts outstanding, issued, terminated, and payments made during the reporting year.
7. Certify that no commission-based individuals were involved in selling or soliciting gift annuities by initialing where indicated.
8. Finally, ensure that two principal officers sign and notarize the form before submission to comply with legal requirements.

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