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Beaumont Texas Form 5305-SIMPLE: What You Should Know

TX 77907.  Phone number, email address and fax number for purchasing department can be obtained by request by calling 281.988.9000 FORM 5305-SIMPLE FOR EXCHANGE OF CONTRACT PROVISION FOR VARIABLE PRIVATE TRUST FUNDS 1. Enter the name of the corporation/trust to which you want to make the contribution; 2. Enter the name and address where corporate assets are stored, or if they are held outside the corporation, the type of account to which assets are to be transferred; 3. Specify that the contribution shall only be made to a variable trust and not to an insurance company, pension provider or other entity that holds a variable trust; 4. Identify the entity of account and note whether the contribution is for the benefit of a person, any type of person, or if the beneficiary is a corporation or a partnership; 5. Note that you can include “other entities” in paragraph three; and, 6. Specify that the contribution shall be made on the first day of the calendar month following the fiscal year for which the contribution is made and in which the variable trust will qualify for the variable profit sharing program. 7. Specify the time or days of year during which the tax would normally be assessed on the contribution; and, 8. Specify what tax and what refund you will receive if you satisfy all the requirements of this form, and, 9. In box 8, enter the amount of the contribution to be made to the corporation/trust or to be made for the corporation/trust from which you are making the contribution, and, 10.

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