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Posted

Hello,

We are working on completing Schedule D's for ING plan's under MAP contracts. Does each fund need to be listed on the Schedule D? I am interpreting the ING instructions that you would list the total amount in the seperate account and not list out each fund. ING is not acting as a Direct Filing Entity . . . the other vendors we work with who do not file directly instruct that all of the funds available be listed on the D? What are other firms doing?

Thanks,

Guest bernie lomax
Posted

We list the total amount of the seperate funds on 1 line for ING. For John Hancock, we list each seperately.

Posted

Same here. I find Schedule D to be a waste of paper.

Having braved the blizzard, I take a moment to contemplate the meaning of life. Should I really be riding in such cold? Why are my goggles covered with a thin layer of ice? Will this effect coverage testing?

QPA, QKA

Posted
Same here. I find Schedule D to be a waste of paper.

And a waste of time.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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