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DISTRIBUTION SERVICE FORM FOR VARIABLE ANNUITY2000 Heritage Way Waverley, IA 50677 Phone: 800.798.5500 Fax: 608.236.8030(Not for use with 403bs Tax Sheltered Annuities)Contract Number Owners Name(s)Owners
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The distribution service form heritage is a form used to report the distribution of assets from an inheritance.
The beneficiaries of an inheritance are required to file the distribution service form heritage.
The distribution service form heritage must be filled out with details of the assets received, the value of each asset, and any taxes paid on the inheritance.
The purpose of the distribution service form heritage is to ensure that the distribution of assets from an inheritance is properly reported and taxes are paid accordingly.
The distribution service form heritage must include details of the assets received, the value of each asset, and any taxes paid on the inheritance.
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