Charitable Gift Annuity Forms

• One Life Annuity Flexible Start (.doc)
• Two Life Annuity Flexible Start (.doc)
• One-Life Deferred (.doc)
• One-Life Immediate (.doc)
• Two-Life Deferred (.doc)
• Two-Life Immediate (.doc)
• Charitable Gift Annuity Program Administration Procedures (.pdf)
• Charitable Gift Annuity Forfeiture Form (.doc)
• Gift Annuity Checklist (.xls)
• Disclosure Statement (.doc)
• W-9 Tax Form (.pdf)
• Direct Deposit Form (.pdf)
• Procedure upon Death (.doc)

For further information, contact:
Anne Gillespie Brown
Director, Foundation Programs and Services
Office of the Chancellor,
401 Golden Shore, 6th Floor
Long Beach, California 90802-4210
(562) 951-4768
or e-mail abrown@calstate.edu