# Illinois HB4206: CHARITABLE ORG BFY-PROBATE Illinois HB4206, CHARITABLE ORG BFY-PROBATE, is a 104th General Assembly (2025–2026) House bill sponsored by no sponsor on record; status signed, last action 2026-06-26 (Public Act . . . . . . . . . 104-0481); PRIA reads it as touching household money (as of 2026-11-01). - Canonical: https://policyrisk.com/state-bill/IL-HB4206-2025-2026 - As of: 2026-11-01 - Plain-text twin of the page above; the HTML and this file carry the same facts. ## Facts - Bill: Illinois HB4206 - State: Illinois - Session: 104th General Assembly (2025–2026) - Title: CHARITABLE ORG BFY-PROBATE - Status: signed - Chamber: House - Introduced: 2025-11-20 - Last action: 2026-06-26, Public Act . . . . . . . . . 104-0481 - Sponsors: no sponsor on record - Cosponsors: 16 - Subjects: judiciary - civil, assignments - Touches household money: yes - Roll calls: 4 (200 yes, 7 no in all) - Economic provisions PRIA read: 4 ## Summary Creates the Charitable Organization Beneficiary Act. Requires a holder of property in which a charitable organization that is exempt from taxation as a 501(c)(3) entity is a designated beneficiary in a nonprobate instrument (excluding wills or trusts) to notify each charitable organization within 30 business days that it may have a right to the property. Creates a process in which the charitable organization may request that it be given information about the property or that the property be delivered to the charitable organization or both. Provides duties and obligations of the holder of the property. Provides the holder of the property protection from liability for a good faith reliance on the information it receives from a designated beneficiary. Provides remedies against a holder of property for a failure or refusal to provide the requested information or transfer of property if the provisions of the Act are followed. Defines terms. ## Bill overview: provisions PRIA read - Fewer death certificates for insurance claims: benefit, low. When a life insurance policy requires a certified death certificate, the insurer cannot require more than one beneficiary to submit a certified copy. This reduces repeated paperwork for beneficiaries making a claim. - Charities get clearer property claims: benefit, low. After confirming an owner's death, a property holder must notify each named charity within 45 business days. The notice includes owner and property details and the exact beneficiary wording; other beneficiaries' names may be hidden. To claim property or information, a charity must submit a notarize… - Charities get help with insurance claims: benefit, low. When a charity contacts an insurer as specified by law, the insurer must check its right to proceeds and share policy or account details, the exact beneficiary wording, and whether it has documents to verify the death. Within 120 days, the insurer must also provide claim forms and instructions and… - Property holders get legal protection: benefit, low. A property holder or another person is protected from liability when they rely in good faith on a charity's affidavit and do not know it is wrong. A transfer made under the law discharges the holder's duties for the amount transferred, as long as the holder had not received notice of a competing cl… ## Sponsors and cosponsors - Cosponsor: Ann M. Williams (Democratic), House - Cosponsor: Anna Moeller (Democratic), House - Cosponsor: David Koehler (Democratic), Senate - Cosponsor: Jennifer Gong-Gershowitz (Democratic), House - Cosponsor: Julie A. Morrison (Democratic), Senate - Cosponsor: Justin Cochran (Democratic), House - Cosponsor: Kevin John Olickal (Democratic), House - Cosponsor: Laura Faver Dias (Democratic), House - Cosponsor: Lindsey LaPointe (Democratic), House - Cosponsor: Mary Beth Canty (Democratic), House - Cosponsor: Michael W. Halpin (Democratic), Senate - Cosponsor: Michelle Mussman (Democratic), House - Cosponsor: Mike Porfirio (Democratic), Senate - Cosponsor: Ram Villivalam (Democratic), Senate - Cosponsor: Robert F. Martwick (Democratic), Senate - Cosponsor: Suzanne M. Ness (Democratic), House ## Roll call votes | Date | Chamber | Motion | Result | Yes | No | Other | | --- | --- | --- | --- | --- | --- | --- | | 2026-05-14 | Senate | Third Reading - Passed; | pass | 58 | 0 | | | 2026-04-15 | House | House Floor Amendment No. 2 Recommends Be Adopted Judiciary - Civil Committee; | pass | 18 | 0 | | | 2026-04-15 | House | Third Reading - Short Debate - Passed | pass | 111 | 0 | | | 2026-03-25 | House | Do Pass as Amended / Short Debate Judiciary - Civil Committee; | pass | 13 | 7 | | ## Actions (48) - 2026-06-26: Public Act . . . . . . . . . 104-0481 (House) - 2026-06-26: Effective Date January 1, 2027 (House) - 2026-06-26: Governor Approved (House) - 2026-06-12: Sent to the Governor (House) - 2026-05-14: Passed Both Houses (House) - 2026-05-14: Third Reading - Passed; 058-000-000 (Senate) - 2026-05-04: Added as Alternate Co-Sponsor Sen. Michael W. Halpin (Senate) - 2026-04-30: Added as Alternate Co-Sponsor Sen. Julie A. Morrison (Senate) - 2026-04-30: Added as Alternate Co-Sponsor Sen. Mike Porfirio (Senate) - 2026-04-30: Placed on Calendar Order of 3rd Reading May 5, 2026 (Senate) - 2026-04-30: Second Reading (Senate) - 2026-04-30: Added as Alternate Co-Sponsor Sen. David Koehler (Senate) - 2026-04-29: Added as Alternate Co-Sponsor Sen. Ram Villivalam (Senate) - 2026-04-28: Placed on Calendar Order of 2nd Reading April 29, 2026 (Senate) - 2026-04-28: Approved for Consideration Assignments (Senate) - 2026-04-16: Referred to Assignments (Senate) - 2026-04-16: First Reading (Senate) - 2026-04-16: Chief Senate Sponsor Sen. Robert F. Martwick (Senate) - 2026-04-16: Placed on Calendar Order of First Reading (Senate) - 2026-04-16: Arrive in Senate (Senate) - 2026-04-15: Third Reading - Short Debate - Passed 111-000-000 (House) - 2026-04-15: Placed on Calendar Order of 3rd Reading - Short Debate (House) - 2026-04-15: House Floor Amendment No. 2 Adopted (House) - 2026-04-15: House Floor Amendment No. 2 Recommends Be Adopted Judiciary - Civil Committee; 018-000-000 (House) - 2026-04-14: House Floor Amendment No. 2 Rules Refers to Judiciary - Civil Committee (House) - 2026-04-14: House Floor Amendment No. 2 Referred to Rules Committee (House) - 2026-04-14: House Floor Amendment No. 2 Filed with Clerk by Rep. Jennifer Gong-Gershowitz (House) - 2026-04-10: Held on Calendar Order of Second Reading - Short Debate (House) - 2026-04-10: Second Reading - Short Debate (House) - 2026-03-25: Placed on Calendar 2nd Reading - Short Debate (House) - 2026-03-25: Do Pass as Amended / Short Debate Judiciary - Civil Committee; 013-007-000 (House) - 2026-03-25: House Committee Amendment No. 1 Adopted in Judiciary - Civil Committee; by Voice Vote (House) - 2026-03-19: House Committee Amendment No. 1 Rules Refers to Judiciary - Civil Committee (House) - 2026-03-18: House Committee Amendment No. 1 Referred to Rules Committee (House) - 2026-03-18: House Committee Amendment No. 1 Filed with Clerk by Rep. Jennifer Gong-Gershowitz (House) - 2026-03-09: Added Co-Sponsor Rep. Justin Cochran (House) - 2026-02-11: Assigned to Judiciary - Civil Committee (House) - 2026-01-28: Added Co-Sponsor Rep. Mary Beth Canty (House) - 2026-01-26: Added Chief Co-Sponsor Rep. Ann M. Williams (House) - 2026-01-23: Added Co-Sponsor Rep. Kevin John Olickal (House) - 2026-01-23: Added Chief Co-Sponsor Rep. Suzanne M. Ness (House) - 2026-01-23: Added Co-Sponsor Rep. Michelle Mussman (House) - 2026-01-23: Added Co-Sponsor Rep. Anna Moeller (House) - 2026-01-23: Added Co-Sponsor Rep. Lindsey LaPointe (House) - 2026-01-22: Added Co-Sponsor Rep. Laura Faver Dias (House) - 2026-01-14: Referred to Rules Committee (House) - 2026-01-14: First Reading (House) - 2025-11-20: Filed with the Clerk by Rep. Jennifer Gong-Gershowitz (House) ## Bill text - Engrossed: [PDF](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206eng.pdf) - Enrolled: [PDF](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206enr.pdf) - House Amendment 1: [PDF](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206ham001.pdf) - House Amendment 2: [PDF](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206ham002.pdf) - Introduced: [PDF](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206.pdf) ## Related bills - HB5198: AFFORDABLE HOUSING-CILAS (passed house) - SB1937: PENSION CODE-VARIOUS (passed senate) - HB2563: CONDO-RESERVE STUDY (in committee) - HB4701: LIMITATIONS FACILITY FEES ACT (in committee) - SB3008: DHS-ABLE PROGRAM INFO MATERIAL (passed senate) - SB3484: VEH CD-PLATES-REGISTRATION (signed) ## Sources - [Engrossed (PDF)](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206eng.pdf) - [Enrolled (PDF)](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206enr.pdf) - [House Amendment 1 (PDF)](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206ham001.pdf) - [House Amendment 2 (PDF)](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206ham002.pdf) - [Introduced (PDF)](https://www.ilga.gov/documents/legislation/104/HB/PDF/10400HB4206.pdf) ## Related - [HB5198: AFFORDABLE HOUSING-CILAS](https://policyrisk.com/state-bill/IL-HB5198-2025-2026) - [SB1937: PENSION CODE-VARIOUS](https://policyrisk.com/state-bill/IL-SB1937-2025-2026) - [HB2563: CONDO-RESERVE STUDY](https://policyrisk.com/state-bill/IL-HB2563-2025-2026) - [HB4701: LIMITATIONS FACILITY FEES ACT](https://policyrisk.com/state-bill/IL-HB4701-2025-2026) - [SB3008: DHS-ABLE PROGRAM INFO MATERIAL](https://policyrisk.com/state-bill/IL-SB3008-2025-2026) - [SB3484: VEH CD-PLATES-REGISTRATION](https://policyrisk.com/state-bill/IL-SB3484-2025-2026) - [Illinois bills](https://policyrisk.com/states/illinois/bills) - [Illinois state hub](https://policyrisk.com/states/illinois) - [All state legislation](https://policyrisk.com/state-bills) Source: PRIA, https://policyrisk.com/state-bill/IL-HB4206-2025-2026 (as of 2026-11-01).