Pammie57 Posted July 28, 2015 Posted July 28, 2015 My plan has AUL group annuity and they furnished the Schedule A and D information. I cannot remember whether I have to file those schedules with the SF form - I know that on the SF form Part V- 10e asks about commissions. If I fill that in, is the Schedule A unnecessary? D? Thanks.
Lou S. Posted July 28, 2015 Posted July 28, 2015 You don't need those schedules if you can file and SF.
david rigby Posted July 28, 2015 Posted July 28, 2015 Instructions can be found here: http://www.dol.gov/ebsa/5500main.html I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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