College Gift Annuity Application

OCC - Resource Development - Gift Annuity Form Stewardship Gift Annuity Online Donation GiftLaw E-Newsletter GiftLaw Front Page Article of the Month Personal Gift Calculator Ozark Christian College Gift Annuity Application (No obligation incurred to inquire) If you prefer to mail in your application you may click here to get the mail-in application form. For more information on OCC's Resource Development call 417.624.2518 ext. 2023 .........or E-mail CBennitt@occ.edu .........or write to: Colleen Bennitt Ozark Christian College P.O. Box 1866 Joplin, Missouri 64802-1866 I am: Applying for an annuity in the amount of $ Desiring information only for an annuity in the amount of $ One Life Immediate Payout Two Life Deferred Payments to begin: Month 01 02 03 04 05 06 07 08 09 10 11 12 Year 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 I plan to use the following property to fund the annuity (check all that apply): Cash Stocks Real Estate Other Assets I would like to compare my current return on this asset to an annuity. My current return is: % I may use an appreciated asset for the annuity. The cost basis of this asset is $ I would like my interest paid: Monthly Quarterly Semi-Annually Annually 1st Annuitant's Full Name 2nd Annuitant's Full Name Birthdate Month 01 02 03 04 05 06 07 08 09 10 11 12 Day 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year Birthdate Month 01 02 03 04 05 06 07 08 09 10 11 12 Day 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year SS# SS# City City State State Zip Zip Phone Phone E-mail Address E-mail Address If the information above is correct hit "Continue", if not you may hit "Reset" to clear the form.

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