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Diversification Requirements for Variable Annuity, Endowment, and Life Insurance Contracts

tax-irs · IRS · Rule · Published 2008-03-07 · 73 FR 12263

Document

Document number
E8-4577
Federal Register citation
73 FR 12263
CFR reference
26 CFR 1
Type
Rule
Action
Final regulations.
Category
tax-irs
Sub-agency
IRS
Publication date
2008-03-07
Treasury docket
TD 9385

Abstract

This document contains final regulations concerning the diversification requirements of section 817(h) of the Internal Revenue Code (Code). The regulations expand the list of holders whose beneficial interests in an investment company, partnership, or trust do not prevent a segregated asset account from looking through to the assets of the investment company, partnership, or trust, to satisfy the requirements of section 817(h). The regulations also remove the sentence in Sec. 1.817-5(a)(2) that provides that the payment required to remedy an inadvertent diversification failure must be based on the tax that would have been owed by the policyholders if they were treated as receiving the income on the contract. The regulations affect insurance companies that issue variable contracts and affect policyholders who purchase such contracts.

Source

Authoritative
Federal Register document
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