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State Gift Annuity Fees
Registration & Annual Filing Fees
Registration & Annual Filing Fees Grid

(N) = notification state (rather than a registration state)

* These states may require one or more verified opinions of the reserves from a qualified actuary and additional fees apply for this service. Please contact Crescendo for information.

** California also requires quarterly reports; fees are $60 for each new gift annuity issued during the quarter.

Notification States

Crescendo charges one flat fee of $150 to provide 15 state-approved and customized notification letters for the following states:

Alaska
Connecticut
Georgia
Idaho
Iowa
Mississippi
Missouri
Montana

Nevada
New Hampshire
New Mexico
North Carolina
Oklahoma
Texas
West Virginia

$125

*Oklahoma and New Hampshire also require annual filings each year thereafter.

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