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This document serves as a supplement to the updating summary prospectus and prospectus for the Schwab OneSource Choice Variable Annuity contracts, amending specific investment adviser details and providing necessary updates for contract holders.
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Obtain Form 497 from the designated agency or official website.
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Who needs form 497?
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What is form 497?
Form 497 is a tax form used by certain entities to report information to the Internal Revenue Service (IRS) regarding their financial activities.
Who is required to file form 497?
Entities that are classified as certain types of organizations, such as tax-exempt organizations and some governmental units, are required to file Form 497 if they meet specific criteria.
How to fill out form 497?
Form 497 must be filled out completely with accurate financial and organizational information, following the specific instructions provided by the IRS.
What is the purpose of form 497?
The purpose of Form 497 is to ensure compliance with federal tax regulations by reporting necessary information about the financial activities of certain organizations.
What information must be reported on form 497?
Entities must report their income, expenses, and any related financial information as specified in the form's instructions.
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