Foer u. c E:nmpt payee cooeor a'IY) 11. . --- ~ti D umrteo 1at111 rtyoanpany. Etrt.er Irie taxciassmcatron(C..c oapcrauoo, s.s corpora:on, p ... ~ ) ►--- ~i Note: Olea( Ille apc:ropnate DOX ,n tne ane aoc,,,e fOf tne tax claSSlllc8tlon or tne SlllQIIHl'!Efntlef 0'Aner. Do noc en~ EXemptlcWl rom F'.AT CA reportlrg I! C LLC n tne UC IS CI~ asa Slr'Q~ «ntl« UC Nt l:Ser u. c Illa: .. u IS d~tr omtneO'M'lef"ShCUCI CheCktne~a:.eDOXtortnetaxctas ~ orrtsowner . ,. §. □ Otr'Ef ('See lnstn.ctlcWl~ ► ,..,,_,,._ ....... ......, ......... !lS.) "' 5 Aoaree.s(r1.1rroec. street. ano apt. or ute no.)seemtruc11ons. Requestn name ano 8Cll notoo. Fl.lhKe developments. For the lates1 intonnalion about developments rela':ed to Form W-9 and its instructions. such as legislation enac1ed after they were published. go to www.irs.gov /FonnW'9. Purpose of Form An individual Of en tity (Fonn W-9 requester) \\ho is requ:i'ed to file an infonnation retum with the IRS must obtain your correct taxpayer identificalion number (rlN) which may be your social s.ectXity numbec (SSN). individual taxpayer identifica tion rumber {ITIN}. adoption taxpayer identification rumber (A TIN). or employer identif ication num:ier (E&N). to repon on an inf ormation return the emoun1 paid to you, or ol1er amoun.t reportable on an infonna1ion retum. Examples of information returns include, but are noc limited to. the foDowing. • Form 1099-INT (intere~ earned or paid} cat. NO. 102:31'.< Date ► • Fonn 1099-0 IV (dividends, inauding those from stocks or mutual fl.J"lds) • Fonn 1099-MJSC (vSl'ious types of income, prizes, awards, Of g-o» p °' Form 8233. BaclUgl 11 and all C corporations.. S corporations must not enter an exempt payee code because they are exempt only f OJ sales oC noncovered securities acqui'ed prior 1 0 201 2. Exempt payees 1 thrc>Ugl 4 Payments over S600 requi'ed to be Generally. exen,pt payees rEpotted and direct sales over 1 ttwougi 51 ss. 0001 Payments made in settlement of Exempt payees 1 thrc>Ugl 4 payment card Of 1 hird party network transactions 1 See Fonn 1099-MlSC. Miscebsrieous Income, and its instrucCioos.. 2 However. the following payments made to a corporation and ,e,ponable on Form 1099-M ISC are not exempt from backup withholding: medical and health care paymeot:S-, anomeys' fees., goss proceeds paid 1 0 an attomey reportable under section 604S(1). end payments foe' services paid by a federal executive agency. E< emPUOn from FATCA reoortino code. The followino codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this fonn tor aooounts maintained outside ol the lklited Sta tes by certain foreign f.nsncial insaitutioos.. Therefore, if you are only submittng this form for an aooount you hokl in the lklited Sa t es., you may leave this field blank. Consult with the person requesting this form if you are uncertain it the f.nancial insaitution is subject to these requirements. A requesier may indicate that a code is no1 r~~ir~ by ??vicliOQ you with.a Fonn w.g with "NOi Applicable" (or any S1md ar f1dication) wnnen or pnnted on the line foe' a F ATCA exemption code. A-An organization exempt from tax under seccion S01{a ) or any in::fividual recirement plan as defined in section n o1(a)(37) 8-The United Sca~es or any of its agencies or insarumentalities C-A Slate, the District of Columbia, a U.S. commonwealth or posses.sion, or any of < heir political subdivisioos or instrumeotafllies 0-A corpora1ion the stock of v.tiic:h isregulatfy b'8ded on one or rrore es&abfrshed securities markets, as described in Regulations s«:1ion 1.1472•1{cK1 }(1} E -A corporation that is a member of the same e.xpanded affiliated group as a corporation described in Regulations seaion 1 .14 72• 1 {cK1 }(i} F-A dealer in securities, convnodities, or derivative f.nancial ir&t:n.Jneots (Including nc:ciooal principal contracts, futures, forwards, and options) that is regisaered as such under the laws of the lklited Sa t es. or any stal:e G-A real estate investment trust H-A regulated invesament oompany as def.ned in section 851 or an entity registered at all times duri"lg the tax year ooder the tlvestment O:,mpany Ace of 1940 1-A convnon 1 rust fund as def.ned in seccion S84(a ) J-A bank as defined in seccion 581 K-Abroker L-A trust exemp1 from tax under seccion 664 or described in section 4947(a)(1) Page 4 M-A tax exen,pt trust ooder a section 403(b) plan or secton 457(9) plan Note: You may wish to consult with the financial institution requesting this form 1 0 determine whe:tier the FATCA code and/or exenpt payee oode should be completed. Line 5 E nter your address ~ mber, street. and apenment or suite rumber). This is v.here the requester of this Fam W-9 will mail your in'onnation retixns. If this address d' rffers from the ooe the requester U&ady has on file, write NEW 81 lhe top. If a new address is provided. there is still a chance~ ol<:S address will be used until the payor changes your address ,n their reoords. Line 6 E nter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you are a residentafien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification romber -OTIN}. Enter it in thf social security m.m ber box. If you do n01 have an ITTN, see How to get a TIN below. 11 you are a sole proprietor and you have an EIN, you may enter either ycuSSNorEIN. 11 you are a single-member LLC that is disregarded as an rotity separate from its owner , enter lhe owner's SSN (or EIN, if the owner has one). Do n01 eoter the disregarded eotity's EIN. 11 the LLC is dassified as a corpora1ion or partnership, enter the entity's EIN. Note: See Wha.r Name and Number To Gve rhe Requester, li ter, for further clarification oC name and TIN comtwlations. How to ge t a TIN. If you do not have a TIN, apply for one inmediately. To app,y ror an SSN, get Form ss.s. Appncauon 1 or a SOc:talsecun:ry Card, from your local SSA office or get this fonn onJne 81 w.vw.SSA.gov. You may also get this form by c.allng 1.80().772.1213. Use Form w. 7, Application for IRS Individual Tax.payer ldent fication Number, to apply for an ITIN, or Form SS..t, Application for E mployer Identification ~ mber, 1 0 apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Bus.inesses· end clicking on Employer ldeotification Number (EIN) under Slaniig a Business. Go to w.vw.irs..gov/Fotms· to viE'N, dolNnload, or print Form W•7 and/or Fonn SS..t. Or, you can go towww .irs..gov/Ordt:tForms to place an order and have Fonn w.7 erid/or SS-4 mai.led to yru within 10 business days.. 11 you are asked to oomplete Fonn w.g but do not have a TIN, apply for a TIN and ...,..ite "Applied For" in the space for the TIN, sicn and date the form, and give it 1 0 the requester. For interest and divicle - nd payments. and certain payments made with roopea to readi~ tradable insarumenta, generally you win have 60 days 1 0 get a TIN and giv e it 1 0 the reqoosaer before you are subject to backup withhold' n g on payments. The 60-day rule does not apply 1 0 other types oC payments.. Y ou wiU be subjecl to backup withhdding on all such payments until you provide ycu TIN 1 0 the requester. Note: E ntering •Applied For" means that you have already applied for a TIN or thal you intend to apply for one soon. Caution: A disregarded U.S. entity that has a foreigl owner must use the appropriate Form w..a. Part II. Certification To esaabli sh to the wilhholding agent that you are a U.S. peoon, or resideot alien:., sigl Form W-9. You may be requested to sign by the withhold'ng agent even if item 1, 4, or 5 below indiaues othewise. For a joint account, only the person whose TIN is shown fl Pan I shoUld sign (when required}. .-. the case of a disregarded entity, the person identified on line 1 must sig,. Exempt payees, see &smpt payee code, earlier. Signature requiremeots. Complete the certification as indicated in it~ 1 through 5 below.191. Interest, dividend. and barter exchange accounts opened before 1984 and broke,,- accounts considered active during 1983. You must gve ycu correct TIN, but you do not have to sign the certification. 2. Interest, dividend. broker, and barter ex change accounts opened aft:e,r 1983 and broker accounts considered inactive during 1963. You rnusi sig H he certification or backup withholding will apply . If you are subjea to backup withholding and you are merely prcwiding your correct TIN to the requester, you musa cross out item 2 in the certification before sigling lhe torm. 3. Real estate transactions. You m.J~ sigl the certif,c.ation. You may cross out item 2 of the cenification. 4. Other payments. You must gve yr:u correct TIN, but you do not ha ve 10 sign the certification unless yoo have been nocified lhat you tun ,.,. rm .,M 1j;,ly oiv,:,n l'ln inO"ll"ll'f'tOIN TIN "0.tv>r p:aym.,,nt K inr:lt ,tvo payments made in the ccuse of the requester's trade or business for ren1 s, royalties, goods (other 1 han bi11 s for merchandise), medical and health care seMCeS (including pe ymeots to oorpaations). paymen1 s 1 0 a nonemp)oyee for services, payments made in settlemenl of paymenl card and third party network transacciooS-, payments 1 0 cenain fishing boat crew members and fishermen. and gross proceeds paid 10 attorneys [nciuding payments 1 0 corpora1ioos ). S. Mortgage interest paid by you. acquisition or abandonment of secured property, canceOation of debt, qualified tuition program payments (under wc6on 529), ABLE accounts (t.rider section 529A). IRA, Covee partnee llUS< 1 Lisi firsa and circle the name of the person \\hose number you fumish. If only one person on a joint account has an SSN. that person's nunber musl be hmished. 'Circle lhe minor's name and fumish the minor's SSN. ~ You m.Jst show your individual name and you may also enter your business or OBA name on the "Business name/disregarded entity• name li ne. You may use either your SSN or EIN (rfyou have one ). bU1 lhe IRS encourages you to use your SSN. ~ Lisi firsa and circle the name of the trust. estate. or pension trust. {Do OOI furnish the TIN of the personal representative or trustee unless the legal entity itself is no1 designa~ed in the 8CCOU"'II title.) Also see Special rules· for partne rships, earfier. •Note: The grantor also must provide a Form W- 910 trustee of trust. Note: If no name is circled when more lhan one name is listed, the number will be oonsidered to be lhat of the first name listed. Secure Your Tax Records From Identity Theft Identity theft occurs v.hen someone uses your personal infonnation such as your name. SSN, or other identifying information, without your permission, to oommit fraud or other crimes. An identity thief may use ycu SSN to get a job or may file a tax retum usng your SSN 10 receive a refund. To reduce your risk: • Protect your SSN. • Ensure your employer is proteccing your SSN. and • Be carefuJ when choosing a tax preparer. If ycu lax reoiYds are affected by identity theft and you receive a notice from the IRS, respond rig'lt away to lhe name and phone runber pri nted on « he IRS notice or letter. If ycu tax reoiYds are not curr ently affected by identity lheft but you think you are at risk due to a losl or saolen pwse or wallet. questionable «edit card activity or cred' rt report, con. tacl the &RS Identity Theft Hotline at 1-800-908-4490 or 61.J bmit Form 14039. For more infonnation., see Pub. 5027. Identity Theft Information for Taxpayers.. VIC't:i'm of identity lheft who are e.xperieocing eoonofric harm « a systemic problem. or are seeking help in resolving tax problems that have no1 been resolved through normal channels. may be eligible tor Taxpayer Advocate Service (r AS) assistance. You can reach TAS by caffing the TAS 1 oH-free case intake Irie at 1-an -m -4n a or lTY /fOD 1-SX>-829-4059. Protect yOtrSe-lf from suspicious emai1s or phjshing schemes. Phishng is the creeiion and use of email and websites designed 10 nwnic legitima~e business emails and websites. The mosa oommon act is sending an emai 10 a user falsely claiming 10 be an es&abfrshed legitimate enterprise in an anempc to scam the user into surrendering private information lh8J will be used tor identity theft20The IRS does not initim:e oontacts with taxpayers via emails.. Also, lhe inc doe& not req~ pcr,,onol decailod infomiotion through ~ or a:i.k taxpayers for the PIN rombers, passwords, Of srnilar . secret access intonnation for the• creart card. bank. Of other financial aooounts. If yoo receive an unsolicited email claimf'lg to be from the IRS, . forward this message 10 phishing@jrs.gov . You may also report misuse oC the IRS name, logo, °' other IRS property to the Treasury Inspector General fof Tax Administration (TIGT ~ 81 1-8()().366-4484. You csn forward suspicious emails to lhe Federal Tracie Coomission at spam@uc,e ➔gov or report them at www .hc.gov /oomplaint You can con1ac1 the FTC at www .hc .gov/idtheft or 877-IOTHE FT (877-4384338 ). If you ha ve been the victm oC identity lheft, see wwwJdemiryTheft.gov and Pub. 5027. Visit www.irs.gov/ldemiryTheft to learn more about identity theft and how to reduce your risk. Page 6 Privacy Act Notice Section 6109 of lhe Internal Revenue Code requires you to provide your oorrec1 TIN to persons (111ciuding federal agencies) vmo are required to file infonnation returns with the IRS to report interest, dividends, or oertan other incane paid toy~ mortgage intere~ yoo paid; t.t1e aoquisition or abandonment of secured property: the cancellation of debt: or oontributions you made to an IRA. Archer MSA. or HSA.. The person collecting this torm uses the inf?"'191ion on•~ form I? file inf ormation retums with the IRS, reporting the above infonnabon. Routne uses of this information include giving it to the Departmeot of .bsaice for civil and a iminal flligation and to cities.. states, < he ~rict of Columbia, and U.S. commonwealths and possessions tor use in administering their laws.. The information also may f?e disclosed to ~~er oountries oocler a 1reary. to federal and state~ to ~oroe CNd end criminal laws, CK 10 federal law enforcement end 1 ntelhgenoe agencies 10 combat terrorism. You must provide YCfO' TIN whether or no1 you are requ:i'ed to file aw recum. Under secnon 3406, payers mua generally withhold a percentage of taxable in!erest. dividend, and certail other payments 10 a payee who does noc gNe a TIN to the payer. Certain penalties may also apply tor providing false or fraoclulent information.21 Foer u. c E:nmpt payee cooeor a'IY) 11. . --- ~ti D umrteo 1at111 rtyoanpany. Etrt.er Irie taxciassmcatron(C..c oapcrauoo, s.s corpora:on, p ... ~ ) ►--- ~i Note: Olea( Ille apc:ropnate DOX ,n tne ane aoc,,,e fOf tne tax claSSlllc8tlon or tne SlllQIIHl'!Efntlef 0'Aner. Do noc en~ EXemptlcWl rom F'.AT CA reportlrg I! C LLC n tne UC IS CI~ asa Slr'Q~ «ntl« UC Nt l:Ser u. c Illa: .. u IS d~tr omtneO'M'lef"ShCUCI CheCktne~a:.eDOXtortnetaxctas ~ orrtsowner . ,. §. □ Otr'Ef ('See lnstn.ctlcWl~ ► ,..,,_,,._ ....... ......, ......... !lS.) "' 5 Aoaree.s(r1.1rroec. street. ano apt. or ute no.)seemtruc11ons. Requestn name ano 8Cll notoo. Fl.lhKe developments. For the lates1 intonnalion about developments rela':ed to Form W-9 and its instructions. such as legislation enac1ed after they were published. go to www.irs.gov /FonnW'9. Purpose of Form An individual Of en tity (Fonn W-9 requester) \\ho is requ:i'ed to file an infonnation retum with the IRS must obtain your correct taxpayer identificalion number (rlN) which may be your social s.ectXity numbec (SSN). individual taxpayer identifica tion rumber {ITIN}. adoption taxpayer identification rumber (A TIN). or employer identif ication num:ier (E&N). to repon on an inf ormation return the emoun1 paid to you, or ol1er amoun.t reportable on an infonna1ion retum. Examples of information returns include, but are noc limited to. the foDowing. • Form 1099-INT (intere~ earned or paid} cat. NO. 102:31'.< Date ► • Fonn 1099-0 IV (dividends, inauding those from stocks or mutual fl.J"lds) • Fonn 1099-MJSC (vSl'ious types of income, prizes, awards, Of g-o» p

Jackson Financial Inc. Class A(JXN US)

Jackson Financial Inc. Class A(JXN US)

Jackson Financial Inc. Class A(JXN US)

Jackson Financial Inc. Class A(JXN US)

SEC Filings

Financials(22)

Events(82)

Insider Ownership(623)

Beneficial Ownership(28)

Other Ownership(26)

Proxies(19)

Registrations(26)

Filing Review Correspondence(6)

SEC Orders And Notices(1)

Other(3)

SEC Filings

Financials(22)

Events(82)

Insider Ownership(623)

Beneficial Ownership(28)

Other Ownership(26)

Proxies(19)

Registrations(26)

Filing Review Correspondence(6)

SEC Orders And Notices(1)

Other(3)

Financials(22)

Events(82)

Insider Ownership(623)

Beneficial Ownership(28)

Other Ownership(26)

Proxies(19)

Registrations(26)

Filing Review Correspondence(6)

SEC Orders And Notices(1)

Other(3)

Financials(22)

Events(82)

Insider Ownership(623)

Beneficial Ownership(28)

Other Ownership(26)

Proxies(19)

Registrations(26)

Filing Review Correspondence(6)

SEC Orders And Notices(1)

Other(3)