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PUBLIC DISCLOSURE COPYForm990PUBLIC DISCLOSURE COPY STATE REGISTRATION NO. 132441Return of Organization Exempt From Income Thunder section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except
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How to fill out 1035 s
How to fill out 1035 s
01
To fill out Form 1035, follow these steps:
02
Obtain a copy of Form 1035, which is the Exchange of Insurance Policy, Annuity Contract, or Retirement Plan Contract.
03
Read the instructions provided with the form carefully to understand the requirements and eligibility for exchanging the insurance policy, annuity contract, or retirement plan contract.
04
Fill out the personal information section, including your name, address, and social security number.
05
Provide details about the existing policy, contract, or plan that you wish to exchange, including the name of the insurance company or institution and the policy or contract number.
06
Indicate the type of policy or contract you intend to exchange it for and provide the necessary details about the new policy or contract.
07
Attach any necessary supporting documents, such as a copy of the existing policy or contract, as required by the instructions.
08
Review the completed form for accuracy and completeness.
09
Sign and date the form.
10
Submit the form as instructed, either by mail or electronically.
11
Keep a copy of the completed form and any supporting documents for your records.
Who needs 1035 s?
01
Individuals who have an insurance policy, annuity contract, or retirement plan contract and want to exchange it for another policy or contract can make use of Form 1035.
02
This may include individuals who want to switch insurance policies, exchange annuity contracts, or transfer funds from one retirement plan to another.
03
It is important to note that eligibility criteria and specific requirements may vary, so it is advisable to consult with a financial professional or insurance company for guidance.
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