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TRANSFER/1035 EXCHANGE FORM 1. CURRENT CONTRACT/POLICY INFORMATION Name of Distributing Plan/Company OVERNIGHT MAILING ADDRESS (no PO Boxes) Contract/Policy Number Being Exchanged/Transferred City
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What is transfer1035 exchange form?
Transfer1035 exchange form is a form used to report exchanges of certain types of property between insurance companies or annuity contract holders, under section 1035 of the Internal Revenue Code.
Who is required to file transfer1035 exchange form?
Insurance companies and annuity contract holders who participate in a section 1035 exchange are required to file the transfer1035 exchange form.
How to fill out transfer1035 exchange form?
The transfer1035 exchange form should be filled out accurately and completely, including details of the property being exchanged and the parties involved in the exchange.
What is the purpose of transfer1035 exchange form?
The purpose of the transfer1035 exchange form is to report exchanges of property that qualify for tax-deferred treatment under section 1035 of the Internal Revenue Code.
What information must be reported on transfer1035 exchange form?
The transfer1035 exchange form must include details of the property being exchanged, the parties involved in the exchange, and any other relevant information required by the IRS.
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