Rule 498A Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts

OMB 3235-0765

New 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 2023-11-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Supporting Statement 498A (2023 RILAs).pdf Supporting Statement A
Rule 498A (17 CFR 230.498A) under the Securities Act of 1933

All Historical Document Collections

202310-3235-017 Comment filed on proposed rule and continue	Revision of a currently approved collection	2023-10-23
202305-3235-016 Approved without change	Extension without change of a currently approved collection	2023-12-06
202005-3235-015 Approved with change	New collection (Request for a new OMB Control Number)	2020-05-27
201901-3235-003 Comment filed on proposed rule	New collection (Request for a new OMB Control Number)	2019-02-12