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Get the free Venerable Variable Insurance Trust Form 40-APP Filed 2024-04-02. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONFORM 40APP Application for exemption and other relief filed under the Investment Company Act of 1940Filing Date: 20240402SEC Accession No. 000110465924042476 (HTML
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How to fill out venerable variable insurance trust

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How to fill out venerable variable insurance trust

01
Identify the trust's purpose and beneficiaries.
02
Choose a qualified trustee to manage the trust.
03
Complete the trust document, outlining terms and conditions.
04
Specify the types of variable insurance policies to be included.
05
Provide details about premium payments and investment strategies.
06
Review tax implications and ensure compliance with state laws.
07
Sign the trust document in the presence of a notary public.
08
Fund the trust by transferring the variable insurance policy into it.

Who needs venerable variable insurance trust?

01
Individuals looking for estate planning options.
02
People wanting to provide for their beneficiaries after death.
03
High net-worth individuals seeking to manage tax liabilities.
04
Those wanting to maintain control over the distribution of insurance benefits.
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A Venerable Variable Insurance Trust is a type of investment vehicle that combines life insurance with variable investment options, allowing policyholders to invest in a variety of assets while providing a death benefit.
Generally, the trustees or responsible parties of the Venerable Variable Insurance Trust are required to file the necessary documentation.
To fill out a Venerable Variable Insurance Trust, you need to complete the appropriate IRS forms, providing details about the trust, its beneficiaries, and any income generated.
The purpose of a Venerable Variable Insurance Trust is to provide a tax-efficient way to manage investments while offering life insurance benefits and allowing for the flexibility to change investment options.
Information that must be reported includes the trust's income, distributions to beneficiaries, and any changes in asset values.
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Relevant keywords

Venerable Variable Insurance Trust Venerable Investment Advisers Investment Company Act of 1940 exemption subadvisory agreements shareholder approval SEC investment management multi-manager structure investment advisers

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