69O-202.012. Annual Statement  


Effective on Thursday, July 21, 2022
  • 1(1) Within 60 days of the end of each fiscal year, each qualifying issuer of donor annuity agreements in this state must submit Form OIR-A3-1209, “Sworn Statement in Lieu of Annual Statements for Issuers of Donor Annuity Agreements,” 40effective 6/20, which is hereby incorporated by reference and available at 51https://www.flrules.org/Gateway/reference.asp?No=Ref-14419, 53attesting that the issuer has met all requirements of law. 63Form OIR-A3-1209 shall be submitted to the Office 71electronically at https://www.floir.com/iportal.  74The form may be obtained from https://www.floir.com/iportal.

    81(2) Issuers that fail to submit the sworn statement in subsection (1) shall submit audited financial statements, and any information relating to the operations of the issuer necessary to determine compliance.

    112Rulemaking Authority 114624.308(1), 115627.781(11) FS. Law Implemented 119624.307, 120624.307(1), 121627.481 FS. 123History–New 6-23-92, Amended 1-7-97, 12-24-03, Formerly 4-202.012, Amended 7-21-22.