Where can I find my monthly nontaxable portion of Investment in Contract(Opens in new window.)?

You can find the nontaxable portion of Investment in Contract at the bottom of your first Annuity Payment Statement. This information is also provided on the Annuity Payment Statement that corresponds with the payment in which your final calculation is done, approximately six months after your first payment.

For example, in the following excerpt from the bottom of a first payment Annuity Payment Statement, the monthly nontaxable portion of Investment in Contract is $0.50.

Your required fund Investment in Contract is $50.00. The nontaxable portion of each required fund monthly payment you receive is $0.50.

In the following excerpt from the bottom of a final calculation Annuity Payment Statement, the monthly nontaxable portion of Investment in Contract is $0.33.

The nontaxable portion of your required fund annuity has been changed to $0.33. Your required fund Investment in Contract has been changed to $50.00.