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SECURITIES AND EXCHANGE COMMISSIONER 497K Summary Prospectus for certain opened management investment companies filed pursuant to Securities Act Rule 497(K)Filing Date: 20210630SEC Accession No. 000119312521203838

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Download the 497k form from the official website of the organization or agency that requires it.

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Who needs 497k form - summary?

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The 497k form is required by individuals or entities who have received income from a structured settlement, annuity, or lottery winnings non-qualified assignment. This may include individuals who have sold their structured settlement or annuity payments or have won a lottery prize.

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The form is typically necessary for tax reporting purposes and to ensure compliance with federal guidelines regarding the taxation of such income.

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What is 497k form - summary?

497k form - summary is a tax form used by individuals who received income from a retirement or pension plan.

Who is required to file 497k form - summary?

Individuals who received income from a retirement or pension plan are required to file 497k form - summary.

How to fill out 497k form - summary?

To fill out 497k form - summary, individuals need to report the income they received from a retirement or pension plan and any taxes withheld.

What is the purpose of 497k form - summary?

The purpose of 497k form - summary is to report income received from a retirement or pension plan to the IRS.

What information must be reported on 497k form - summary?

On 497k form - summary, individuals must report the amount of income received from a retirement or pension plan and any taxes withheld.

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