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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See separate instructions. Reporting Issuer1 Issuer\'s

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What is lifepath 2040 fund?

LifePath 2040 Fund is a target date retirement fund that automatically adjusts its asset allocation over time to become more conservative as the target retirement date approaches.

Who is required to file lifepath 2040 fund?

Individuals who have investments in the LifePath 2040 Fund through their retirement accounts or other investment accounts are required to file.

How to fill out lifepath 2040 fund?

To fill out the LifePath 2040 Fund, individuals need to provide information about their investments, contributions, withdrawals, and any changes to their investment goals.

What is the purpose of lifepath 2040 fund?

The purpose of the LifePath 2040 Fund is to provide individuals with a diversified investment option that automatically adjusts its risk level as they approach retirement.

What information must be reported on lifepath 2040 fund?

Information such as contributions, withdrawals, changes in investment goals, and any other relevant financial transactions must be reported on the LifePath 2040 Fund.

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