Report assets and sources of investment income for you, your spouse, and your dependent children in Part 6. Do not include assets or income reported in Part 2 or Part 5. Learn how to report a particular asset by selecting that asset from the table below.

American Depositary Receipt

Annuity (fixed)

Annuity (variable)

Bond (corporate)

Bond (municipal)

Brokerage Account

Cash Account

Collectible Item

College Savings Plan (529 plan)

Common Trust Fund of a Bank

Equity Index-Linked Note

Exchange-Traded Fund

Farm (or farmland)

Foreign Exchange Position (forex)

Futures Contract

Government Agency or Government-Sponsored Enterprise Security

Investment Fund (general)

Life Insurance (term)

Life Insurance (variable)

Life Insurance (whole or universal)

Loan Made to Another Party

Managed Account

Money Market Fund

Mutual Fund

Oil, Gas, or Other Mineral Rights Lease

Option (put or call purchased)

Option (put or call written)

Precious Metal

Prepaid Tuition Plan (529 plan)

Real Estate

Real Estate Holding Company (including REITs)

Short Sale

Stock

Treasury Security

Trust (irrevocable)

Trust (revocable living)

UGMA or UTMA Account

Unit Investment Trust

Virtual Currency (or cryptocurrency)

Will or Estate

Other Assets and Investment Income

If you have a type of asset or a source of investment income that is not listed above, click here for general guidance.

No Other Assets or Investment Income

If you do not have any other assets or sources of investment income to report, you need to state this fact. Within Integrity, you would make the statement by marking the "I do not have..." checkbox. For hard copy reports, write "None" for the first line entry.