Report a variable annuity and income produced by the annuity in Schedule A. For You, Your Spouse, and Your Dependent ChildrenSchedule AReport a variable annuity if the total value of the annuity was more than $1,000 at the end of the reporting period, or if the annuity produced more than $200 in total income during the reporting period. Block A: Provide the name of the insurance company issuing the annuity and write “variable annuity.” Below that general description, you also need to provide the names of each underlying asset within the annuity that individually was worth more than $1,000 at the end of the reporting period or that individually produced more than $200 in income during the reporting period. Block B: For each underlying asset reported, mark the column that corresponds to its value. EIF: Just to the right of Block B is a column identified as “Excepted Investment Fund” (EIF). Mark the “Excepted Investment Fund” column for each underlying asset that qualifies. Mutual fund options will qualify. Fixed account options will not qualify. Block C: For each underlying asset reported, report the amount of income produced during the reporting period by marking the appropriate “Amount” column. You do not need to mark a type of income if you have marked the “Excepted Investment Fund” column.
This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.