Spouse’s Employment Assets and Income (including retirement accounts)

Report your spouse’s assets and income related to employment in Part 5. For purposes of this Part, “employment-related” is interpreted broadly to cover, with certain exceptions, all of your spouse’s non-investment activities as well as your spouse’s retirement accounts. Learn how to report a particular asset by selecting that asset or source of income from the table below.

Bonus (cash)
Carried Interest
Cash Balance Pension Plan
Deferred Compensation
Defined Benefit Plan
Defined Contribution Plan
Director Fee
Employee Stock Ownership Plan
Employee Stock Purchase Plan
Executor or Administrator Fee
Farm (operated as a business)
Government Benefit or Payment
Intellectual Property
Investment Fund (general)
IRA, Roth IRA, SEP IRA, or Keogh Plan
Law Firm (partnership)
Legal Practice (solo practice)
Life Insurance (split-dollar)
Money Purchase Pension Plan
Option (incentive stock option plan)
Phantom Stock
Restricted Stock
Restricted Stock Unit (RSU)
Self-Funded Defined Benefit Plan
Severance Payment (cash)
Small Business (general)
Stable Value Fund
Stock Appreciation Right
Third-Party Escrow Agreement
Trustee Fee

Other Assets and Income Related to Your Spouse’s Employment

If your spouse has a type of asset or income related to employment that is not listed above, click here for general guidance.

No Assets or Income Related to Your Spouse’s Employment

If you do not have any assets or income to report related to your spouse’s employment, 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.