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CSV Template
Form Type,Tax Year,Issuer TIN Type,Issuer Taxpayer ID Number,Issuer Name Type,Issuer Business or Entity Name Line 1,Issuer Business or Entity Name Line 2,Issuer First Name,Issuer Middle Name,Issuer Last Name (Surname),Issuer Suffix,Issuer Country,Issuer Address Line 1,Issuer Address Line 2,Issuer City/Town,Issuer State/Province/Territory,Issuer ZIP/Postal Code,Issuer Phone Type,Issuer Phone,Issuer Email Address,Seller TIN Type,Seller Taxpayer ID Number,Seller Name Type,Seller Business or Entity Name Line 1,Seller Business or Entity Name Line 2,Seller First Name,Seller Middle Name,Seller Last Name (Surname),Seller Suffix,Seller Country,Seller Address Line 1,Seller Address Line 2,Seller City/Town,Seller State/Province/Territory,Seller ZIP/Postal Code,Office Code,Policy number,Box 1 - Investment in Contract,Box 2 - Surrender Amount,Issuer's Name,Issuer's Country,Issuer's Address Line 1,Issuer's Address Line 2,Issuer's City/Town,Issuer's State/Province/Territory,Issuer's ZIP/Postal Code,Domestic or International Issuer's Phone Number,Issuer's Phone
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CSV Columns
Form Type
Tax Year
Issuer TIN Type
Issuer Taxpayer ID Number
Issuer Name Type
Issuer Business or Entity Name Line 1
Issuer Business or Entity Name Line 2
Issuer First Name
Issuer Middle Name
Issuer Last Name (Surname)
Issuer Suffix
Issuer Country
Issuer Address Line 1
Issuer Address Line 2
Issuer City/Town
Issuer State/Province/Territory
Issuer ZIP/Postal Code
Issuer Phone Type
Issuer Phone
Issuer Email Address
Seller TIN Type
Seller Taxpayer ID Number
Seller Name Type
Seller Business or Entity Name Line 1
Seller Business or Entity Name Line 2
Seller First Name
Seller Middle Name
Seller Last Name (Surname)
Seller Suffix
Seller Country
Seller Address Line 1
Seller Address Line 2
Seller City/Town
Seller State/Province/Territory
Seller ZIP/Postal Code
Office Code
Policy number
Box 1 - Investment in Contract
Box 2 - Surrender Amount
Issuer's Name
Issuer's Country
Issuer's Address Line 1
Issuer's Address Line 2
Issuer's City/Town
Issuer's State/Province/Territory
Issuer's ZIP/Postal Code
Domestic or International Issuer's Phone Number
Issuer's Phone
CSV Guidelines
