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§ 27-1-12-4-2 — Indiana Law | CourtGPT
  1. Home/
  2. Laws/
  3. Indiana/
  4. Title 27 - Insurance/
  5. Article 1 - Department of Insurance/
  6. Chapter 12.4 - Charitable Gift Annuities27-1-12.4-1. "Internal Revenue Code"/
  7. § 27-1-12-4-2
Indiana Legal Code

§ 27-1-12-4-2

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An annuity is not subject to regulation by the department under IC 27 if the annuity:(1) is established under a transaction that, for federal income tax purposes, is treated:(A) in part as a charitable contribution under Section 170 of the Internal Revenue Code; and(B) in part as an investment in an annuity contract under Section 72 of the Internal Revenue Code; and(2) meets the requirements for exclusion from the definition of 'acquisition indebtedness' under Section 514(c)(5) of the Internal Revenue Code.As added by P.L.131-1994, SEC.1.