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Antitrust Life Insurance CompanyANNUITY TAX CONVERSION FORM7100 Weston Parkway, Suite 200 West Des Moines, Iowa 502662521 (866) 5983692 Fax: (515) 2265101 www.EquiTrust.com Mailing Address: PO Box
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How to fill out annuity tax conversion form

01
Gather all necessary information such as your annuity account details, Social Security number, and any relevant tax documents.
02
Obtain the annuity tax conversion form from your annuity provider or the IRS website.
03
Carefully fill out the form, providing accurate information about your annuity account and any tax withholding preferences.
04
Double-check all information for accuracy and completeness before submitting the form.
05
Send the completed form to the appropriate address as indicated on the form instructions.
06
Keep a copy of the completed form for your records.

Who needs annuity tax conversion form?

01
Individuals who have an annuity account and need to make changes to their tax withholding or conversion options.
02
Those who have received distributions from an annuity account and need to report it for tax purposes.
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The annuity tax conversion form is a document used to convert a portion of annuity income into a taxable form.
Individuals who receive annuity income and want to convert it into a taxable form are required to file the annuity tax conversion form.
To fill out the annuity tax conversion form, you will need to provide information about your annuity income and specify the amount you want to convert into a taxable form.
The purpose of the annuity tax conversion form is to allow individuals to convert a portion of their annuity income into a taxable form for tax purposes.
The annuity tax conversion form must include details about the annuity income received and the specific amount being converted into a taxable form.
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