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PTE 8424 DISCLOSURE STATEMENT Background This disclosure provides important information you should know when making a purchase of, or additional deposits to, an annuity contract with funds from an

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How to fill out pte 84-24 disclosure statement

01

Begin by providing your name and address as the plan sponsor.

02

Fill in the name and address of the service provider or advisor who will be receiving the compensation.

03

Describe the services that will be provided in exchange for the compensation.

04

Disclose the amount of compensation that will be paid to the service provider.

05

Include any additional information required by the Department of Labor regarding the transaction.

Who needs pte 84-24 disclosure statement?

01

Any plan sponsor who intends to engage in a transaction with a service provider or advisor covered by the prohibited transaction exemptions under PTE 84-24 needs to fill out the disclosure statement.

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What is pte 84-24 disclosure statement?

The PTE 84-24 disclosure statement is a form used by tax-exempt organizations to report certain transactions with related parties to ensure compliance with IRS regulations.

Who is required to file pte 84-24 disclosure statement?

Organizations that engage in reportable transactions with related parties are required to file the PTE 84-24 disclosure statement.

How to fill out pte 84-24 disclosure statement?

To fill out the PTE 84-24 disclosure statement, organizations should provide detailed information about the transactions, including the parties involved, the nature of the transactions, and the amounts.

What is the purpose of pte 84-24 disclosure statement?

The purpose of the PTE 84-24 disclosure statement is to provide transparency and ensure that tax-exempt organizations are not engaging in private benefit transactions that could jeopardize their tax-exempt status.

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

Information that must be reported includes the names of the parties involved, the type of transaction, dates, amounts, and the relationship between the parties.

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