ScottR
Feb 27 2009, 11:45 AM
For 2008, I've been saying that a change of funding method has occurred, on line 25 of the Schedule SB, and on line 7 of the Schedule R. I'm assuming that the switch to the PPA-mandated procedures is a change of funding method. Anyone think otherwise?
TIA.
Andy the Actuary
Feb 27 2009, 11:58 AM
Agreed, and instructions state the obvious that IRS approval not required. However, a statement should be attached describing the change. Also, it would appear line 7, Schedule R should be coded as N/A.
AndyH
Aug 14 2009, 01:08 PM
Is this still conventional wisdom, that line 7 of Schedule R should be N/A if the changes are PPA changes?
Mike Preston
Aug 16 2009, 04:00 AM
Yup, as just confirmed by Carol Zimmerman and Jim Holland at the ACOPA Symposium yesterday.
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