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Posted

I am completing a Schedule D for a client with funds at ING, under the 5500 package from ING it states use for part 1(a) 'Map Contract - Seperate account D' (it is a map contract), for part 1(b) do I enter ING Life, and for part 1© ING's EIN and plan number? I know the ING's EIN but not the plan number. I read the Schedule D instructions and it would appear that I would use '000' here but just wondering how others have completed. I have emailed ING for the plan number but no one seems to know what I am talking :) Am I on the right track? I have completed these with John Hancock funds but they provided all the data.

Cheers!

  • 4 weeks later...
Guest Form5500
Posted

If you know the ING plan name and EIN number you can get the rest of the information (i.e., the plan number) by pulling DFE filing that ING filed for that DFE off the EFAST2 website.

Also, if you look at Part II of the Schedule D for the DFE filing it will list the information on participant plans and you can reconfirm that your client's plan is listed.

Nicola

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