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The Ohio National Life Insurance Company Ohio National Life Assurance Corporation Post Office Box 237 Cincinnati, Ohio 452010237 Telephone: (800) 3666654 www.ohionational.comThird Party Notice Request
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Who needs individual annuity forms?
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Individuals who are looking to invest in an annuity for retirement purposes
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Insurance companies who offer annuity products to clients
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Financial advisors who assist clients in selecting and purchasing annuities
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What is individual annuity forms?
Individual annuity forms are documents used to report information about individual annuity contracts.
Who is required to file individual annuity forms?
Insurance companies or financial institutions that issue individual annuity contracts are required to file individual annuity forms.
How to fill out individual annuity forms?
Individual annuity forms can be filled out electronically or printed and filled out manually, following the instructions provided by the IRS.
What is the purpose of individual annuity forms?
The purpose of individual annuity forms is to provide the IRS with information about individual annuity contracts and ensure compliance with tax laws.
What information must be reported on individual annuity forms?
Individual annuity forms must include details about the annuitant, contract holder, payments made, and any other relevant information.
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