Andrea M Simonton
2017Annual
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Pull out the substance of this filing.
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.