69O-202.012. Annual Statement

(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,” effective 6/20, which is hereby incorporated by reference and available at https://www.flrules.org/Gateway/reference.asp?No=Ref-14419, attesting that the issuer has met all requirements of law. Form OIR-A3-1209 shall be submitted to the Office electronically at https://www.floir.com/iportal. The form may be obtained from https://www.floir.com/iportal. (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.