OMB control number
Rule 498A Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts
OMB 3235-0765 · SEC.
OMB 3235-0765
Rule 498A provides an optional method for satisfying portfolio company prospectus delivery obligations under section 5(b)(2) of the Securities Act of 1933 (15 USC 77e(b)(2)) by making portfolio company summary and statutory prospectuses available online, with certain key information about the portfolio companies provided in the contract’s summary prospectus.
The latest form for Rule 498A Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts expires 2027-09-30 and is listed under ICR 202407-3235-022.
Latest Forms, Documents, and Supporting Material
| Document | Type |
|---|---|
 Supporting Statement_Rule 498A_RILA.pdf | Supporting Statement A |
 Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts |
Information collection |
All Historical Document Collections
| Reference | Filing | Received | Concluded | Action |
|---|---|---|---|---|
| 202407-3235-022 | Revision of a currently approved collection | 2024-07-29 | ||
| 202310-3235-017 | Revision of a currently approved collection | 2023-10-23 | Comment filed on proposed rule and continue | |
| 202305-3235-016 | Extension without change of a currently approved collection | 2023-12-06 | Approved without change | |
| 202005-3235-015 | New collection (Request for a new OMB Control Number) | 2020-05-27 | Approved with change | |
| 201901-3235-003 | New collection (Request for a new OMB Control Number) | 2019-02-12 | Comment filed on proposed rule |