Andrea M Simonton

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 8

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Bank of America

As filed

U.S. SAVINGS BONDS — Int/Div

COINS — None

TRUST #1, TTEE & benef: agg. values for assetsiid.6, 24 — Int/Div

FRANKLIN HI INC. FUND CLASS A — Int/Div

Cons — None

JP Morgan Chase Bank — Interest

JP Morgan Chase Bank — Interest

Fla. Retirement System. Plan (see part VII) — None — Sold (part)

Liability — Bank of America — Revolving credit card

VIL The amount reflected is a withdrawal from the balance in the State of Florida Retirement System fund. The Florida Retirement System Plan automatically

switched JIN from the Aggressive Bulanced Fund to the FRS 2015 Retirement Fund in June 2014

. Since we were

unaware of this automatic switch until I wus reviewing Ji] statements to prepare this year’s report to leam the date

made a withdrawal this year (which is the

first withdrawal made from this account), we did not report it at the time. The money is all invested with the State of Florida retirement system, however, so | have

Just kept the name of the main fund, and eliminated the pre-retirment designation.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Andrea M Simonton | Frix