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5400 Tuscaroras Road Beaver, PA 15009 Phone: (800) 7224428 Email: NewBusiness@GCUusa.comINDIVIDUAL DEFERRED ANNUITY APPLICATION (Please print) Plan: ___ Unqualified: Qualified: IRA SEP IRA TSA Keogh

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Individuals who have earned income that does not qualify for tax-deferred treatment may need to fill out a non-qualified form to properly report these earnings to the IRS.

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What is non-qualified?

Non-qualified refers to assets or investments that do not meet specific IRS requirements for favorable tax treatment.

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The purpose of filing non-qualified forms is to ensure that the IRS has accurate information about assets or investments that do not meet certain qualifications for tax advantages.

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Non-qualified forms typically require information about the type of asset or investment, its value, and any income or gains earned from it.

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