IRS Form 5498 Update

May 7, 2026

As part of our annual tax reporting process, we provide IRS‑required forms to eligible IRA policyowners. We’ll mail IRS Form 5498 to IRA policyowners who made reportable contributions for tax year 2025 by May 31, 2026.

Form 5498 reports IRA activity during the tax year, including premiums, direct rollovers, recharacterizations and Roth IRA conversions. Policyowners will receive a Form 5498 if there was a reportable contribution for 2025 or a fair market value as of Dec. 31, 2025.

These statements are provided for recordkeeping purposes only. Policyowners don’t need to include Form 5498 when filing their federal income tax return.

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