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PTE 8424 DISCLOSURE & ACKNOWLEDGEMENT FORMPurchaser: (You) Financial Professional (Financial Professional) Insurance Company (Insurance Company) This Disclosure Statement (Disclosure) is made pursuant

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How to fill out pte 84-24 disclosure and

01

Obtain a copy of the PTE 84-24 disclosure form from the Department of Labor website or from your plan administrator.

02

Fill in the required information, including your name, address, and contact information.

03

Provide details about the transaction or service that you are seeking an exemption for under PTE 84-24.

04

Include any additional information or documentation that may be required to support your request for exemption.

05

Review the completed form for accuracy and completeness before submitting it to the Department of Labor.

Who needs pte 84-24 disclosure and?

01

Insurance agents and brokers who receive compensation related to the sale of insurance products may need to fill out PTE 84-24 disclosure.

02

It is also recommended for financial advisors who receive compensation for recommending investment products to clients.

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What is pte 84-24 disclosure?

PTE 84-24 disclosure refers to a specific disclosure form required by the IRS for certain transactions involving a plan of deferred compensation under Internal Revenue Code Section 409A. This form provides transparency about nonqualified deferred compensation arrangements.

Who is required to file pte 84-24 disclosure?

Employers who offer nonqualified deferred compensation plans or arrangements that fall under the IRS guidance provided in PTE 84-24 are required to file this disclosure.

How to fill out pte 84-24 disclosure?

To fill out PTE 84-24 disclosure, gather relevant information about the deferred compensation plan, including specifics of the arrangement, participant details, amounts contributed, and other required disclosures formulating the necessary details as per IRS guidelines.

What is the purpose of pte 84-24 disclosure?

The purpose of PTE 84-24 disclosure is to ensure compliance with IRS regulations regarding nonqualified deferred compensation plans, providing necessary information to mitigate risks associated with tax liabilities and penalties.

What information must be reported on pte 84-24 disclosure?

The information reported on PTE 84-24 disclosure typically includes details about the plan, participants, amounts deferred, terms of the arrangement, and compliance with IRS rules regarding deferred compensation.

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