Get the free Form 5305-RB (Rev. March 2002)
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The contract must be for the exclusive benefit of the Do not file Form 5305-RB with the IRS. Instead keep it with your records. Any additional articles inconsistent with section 408A the related regulations or other published guidance will be invalid. Cat. No. 25871H Rev. 3-2002 Form 5305-RB Rev. 3-2002 Page published guidance. Purpose of Form Form 5305-RB is a model annuity endorsement that meets the requirements of section 408A and has been pre-approved by the IRS. A Roth individual...
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