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Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, MN 554590060 800.950.7372Allianz Mastered 5 Plus SM Annuity Statement of Understanding Thank you for considering the Allianz
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Allianz MasterDex 5 Plus is a fixed index annuity offered by Allianz Life Insurance Company.
Policyholders who own Allianz MasterDex 5 Plus annuity are required to file the necessary forms for tax purposes.
To fill out Allianz MasterDex 5 Plus forms, policyholders need to provide accurate information about their annuity holdings and earnings.
The purpose of Allianz MasterDex 5 Plus form is to report the earnings and tax implications of the annuity investment.
Policyholders must report the earnings, withdrawals, and any other taxable events related to their Allianz MasterDex 5 Plus annuity.
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