Nora Ramos Posted September 6, 2018 Posted September 6, 2018 Like to say I am new to filing Form 5500's please bare with me as you may see a lot of questions come through from me. I have a client who has a WRAP document in place and they have a carrier that has provided me with 9 different Schedule A's due to different policy numbers. Am I able to combine any of the Schedule A's or do they have to be inputted separately? I look forward to everyone's response.
Juan Kelly Posted September 10, 2018 Posted September 10, 2018 unless they are provided by the same carrier and have the same contract year in which case the contract numbers can be combined
Peter Gulia Posted September 10, 2018 Posted September 10, 2018 One also might look at insurance contract or policy identifying numbers and what benefit a contract insures. For example, one might not combine an amount regarding a life insurance contract with an amount regarding a disability insurance contract. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
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