{"data":{"id":"us-mt/33-20-906","jurisdiction":"us-mt","citation":"33-20-906","heading":"Report to contract owners.","body":"(1) For annuities in the payout period with changes in nonguaranteed elements and for the accumulation period of a deferred annuity, the insurer shall provide each contract owner with a report, at least annually, on the status of the contract.\n(2) The report must contain at least the following information:\n(a) the beginning and ending date of the current report period;\n(b) the accumulation and cash surrender value, if any, at the end of the previous report period and at the end of the current report period;\n(c) the total amounts, if any, that have been credited, charged to the contract value, or paid during the current report period; and\n(d) the amount of outstanding loans, if any, as of the end of the current report period.","path":["TITLE 33. INSURANCE AND INSURANCE COMPANIES","CHAPTER 20. LIFE INSURANCE","Part 9. Annuity Disclosure"],"source_url":"https://mca.legmt.gov/bills/mca/title_0330/chapter_0200/part_0090/section_0060/0330-0200-0090-0060.html","current_through":"Montana Code Annotated 2025","vintage":"","retrieved_at":"2026-09-14T04:52:41Z","sha256":"3a5e2865a584765d1e74490ca9480acd6c922bf795d2dc29c82b0f5fd2296a9c","source_id":"us-mt","stale":false,"prev":"us-mt/33-20-905","next":"us-mt/33-20-907"},"notice":"GroundRules: Original legal text. Not legal advice."}