and partial 1035 Exchanges from one company to another are considered
non-taxable as long as they are registered with the same owner(s) and
annuitant. This transaction WILL generate a 1099-R; however, it will be coded
with a 6 in Box 7, indicating a tax-free event.
Nothing contained herein is intended to be, nor should it be construed as tax or legal advice. If you have a tax question or legal question, please consult your tax professional or attorney.