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Get the free MFS VARIABLE INSURANCE TRUST Form N-Q Filed 2018-05-21. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER NO Quarterly schedule of portfolio holdings of registered management investment company filed on Form Filing Date: 20180521 Period of Report: 20180331 SEC Accession
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To fill out the MFS Variable Insurance Trust form, follow these steps:
02
Start by entering the required personal information, such as your name, address, and contact details.
03
Provide details about the insurance policy for which you are establishing the trust.
04
Specify the beneficiaries of the trust and their respective allocations.
05
Indicate any special instructions or conditions for the trust, if applicable.
06
Sign and date the form, and ensure it is properly witnessed if required.
07
Submit the completed form to the appropriate authority or institution as stated in the instructions.

Who needs mfs variable insurance trust?

01
MFS Variable Insurance Trust is needed by individuals who want to establish a trust to manage variable insurance policies.
02
This trust is commonly used by policyholders who wish to have more control over their insurance investments.
03
It can be beneficial for those who want to ensure proper distribution of policy proceeds to designated beneficiaries.
04
Additionally, individuals who want to provide for their loved ones or plan for estate and tax purposes may also opt for a MFS Variable Insurance Trust.
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The MFS Variable Insurance Trust (MFS VIT) is a set of mutual fund portfolios designed exclusively for variable insurance products. It offers a range of investment options for policyholders of life insurance and annuity contracts.
Financial institutions, insurance companies, and investment managers who manage the MFS Variable Insurance Trust or use it as an investment vehicle for their variable insurance products are typically required to file documents related to MFS VIT.
To fill out forms related to the MFS Variable Insurance Trust, one must gather relevant investment and policy information, complete the required paperwork accurately, and ensure it is in compliance with regulatory guidelines before submission.
The purpose of the MFS Variable Insurance Trust is to provide a structured investment platform for variable life insurance and annuity products, allowing policyholders to invest their premiums in a diverse array of mutual fund portfolios.
Required information includes the trust's investment performance, fees, expenses, holdings, and any changes in management or strategy, as well as specific disclosures relating to the variable insurance products utilizing the trust.
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