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I ND I VI D U A L INSURANCE FACT SHEET Client Name: ? M ? F DOB: Ht: Wt: Resident State: Phone #: Email Address: Insurance Amount Requested: Or Maximum Annual/Single Premium Desired: Tobacco Use:
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What is i nd i vi?
i nd i vi stands for Interest and Dividend Income.
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Individuals who receive interest and dividend income above a certain threshold are required to file an i nd i vi form with the IRS.
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The purpose of i nd i vi is to report all interest and dividend income received by an individual to the IRS for tax purposes.
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On an i nd i vi form, you must report all interest and dividend income received throughout the year, including the source of the income.
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