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Missionary Oblates of Mary Immaculate
Charitable Gift Annuity Application |
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1. Type of Annuity
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One-Life Gift Annuity |
Payments are made to one person for life. (Complete #2, 3,
& 4) |
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Two-Life Gift Annuity |
Payments are made to one person, generally the owner of
the annuity. At the owner's death, payments are made to the survivor for
life. (Complete #2, 3, 4, & 5) |
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Joint-Life Gift Annuity |
Payments are made to two persons jointly. Upon the death
of one annuitant, payments continue to the survivor for life. (Complete
#2, 3, 4, & 5) |
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2. Amount of Annuity | |
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$______________ (minimum $1000) (Checks payable to:
Missionary Oblates of Mary Immaculate ) | |
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Cash
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Stocks |
Cost basis of stock $ ____________________ | |
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Credit
Card |
VISA
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Discover |
American Express |
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Credit Card No: ______ ______ ______ _____ |
Exp. Date: _____/_____ |
CID #: ______ |
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3. Payment Schedule
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Annually |
Seminannually |
Quarterly ($5,000 +) |
Monthly ($10,000 +) |
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4. One-Life Annunity Information
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Mr.
Mrs. Ms. Miss | |||
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Full Name:
__________________________________________________ | |||
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Address:
____________________________________________________
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City: ____________________ |
State: _________ |
Zip: __________ |
E-Mail: ______________________ |
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Date of Birth: _____/_____/______ |
SS#: _____-_____-_____ |
Phone: _____-_____-______ | ||
| (minimum age 50) | ||||
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Signature:
__________________________________________________ |
Date: _____/_____/_____ | ||
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5. Joint-Life/Two-Life Annuity Information
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Mr.
Mrs. Ms. Miss | |||
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Full Name:
__________________________________________________ |
Relationship to above:
_________________________ | ||
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(spouse, brother, etc) | |||
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Address:
____________________________________________________ |
|||
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City: ____________________ |
State: _________ |
Zip: __________ |
E-Mail: __________________ |
| Date of Birth: _____/_____/______ | SS#: _____-_____-_____ | Phone: _____-_____-______ | ||
| (minimum age 50) |
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Signature:
__________________________________________________ |
Date: _____/_____/_____ | ||
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Mail to: |
The Office of Charitable Gifts | ||
| PO Box 730 | |||
| Belleville, IL 62222-9978 | |||