Skip to content
PoliticalRepoPoliticalRepo

United States · Bill · HR

H.R. 4865 (117th)

Registration for Index-Linked Annuities Act

reportedUnited States· United States Congress· EN

Introduced

30 July 2021

Last action

27 July 2022 · Committee

Status

Ordered to be Reported in the Nature of a Substitute (Amended) by Voice Vote.

Sponsors

Rep. Adams, Alma S. [D-NC-12], Rep. Phillips, Dean [D-MN-3], Anthony Gonzalez, Rep. Perlmutter, Ed [D-CO-7], Rep. Huizenga, Bill [R-MI-4], Rep. Wagner, Ann [R-MO-2], Rep. Beatty, Joyce [D-OH-3], Rep. Timmons, William R. [R-SC-4], Rep. Meeks, Gregory W. [D-NY-5], Rep. Hollingsworth, Trey [R-IN-9], Rep. Axne, Cynthia [D-IA-3], Sen. Budd, Ted [R-NC], Rep. Auchincloss, Jake [D-MA-4], Rep. Williams, Roger [R-TX-25], Rep. Lawson, Al, Jr. [D-FL-5], Rep. Joyce, David P. [R-OH-14], Rep. Velázquez, Nydia M. [D-NY-7], Rep. Kustoff, David [R-TN-8], Rep. Foster, Bill [D-IL-11], Van Taylor, Rep. Lynch, Stephen F. [D-MA-8], Rep. Steil, Bryan [R-WI-1], Rep. Torres, Ritchie [D-NY-15], Rep. Luetkemeyer, Blaine [R-MO-3], Rep. Dean, Madeleine [D-PA-4], Rep. Hill, J. French [R-AR-2], Rep. Garcia, Sylvia R. [D-TX-29], Rep. Loudermilk, Barry [R-GA-11], Rep. Gottheimer, Josh [D-NJ-5], Rep. Sessions, Pete [R-TX-17], Rep. Sherman, Brad [D-CA-32], Rep. Cleaver, Emanuel [D-MO-5], Rep. Mooney, Alexander X. [R-WV-2], Rep. Maloney, Carolyn B. [D-NY-12], Rep. Davidson, Warren [R-OH-8], Rep. Kim, Young [R-CA-40], Rep. Hudson, Richard [R-NC-8]

Subjects

Discovery layer

Source updated

15 May 2025

Summary

Registration for Index-Linked Annuities Act This bill requires the Securities and Exchange Commission (SEC) to create a new form for the registration of index-linked annuities to ensure that a purchaser can make a knowledgeable decision. The bill defines a registered index-linked annuity as an annuity that is deemed a security, that must be registered with the SEC, and that is issued by an insurance company subject to state supervision. Furthermore, the returns of these annuities (1) are based on the performance of a specified benchmark index or rate, and (2) may be subject to a market value adjustment if amounts are withdrawn early.

This text is taken from the official record. PoliticalRepo does not editorialize.

Timeline

  1. 30 July 2021

    Introduced

    Referred to the House Committee on Financial Services.

    Source: IntroReferral

  2. 30 July 2021

    Introduced

    Introduced in House

    Source: IntroReferral

  3. 30 July 2021

    Introduced

    Introduced in House

    Source: IntroReferral

  4. 27 July 2022

    Reported

    Ordered to be Reported in the Nature of a Substitute (Amended) by Voice Vote.

    Source: Committee

  5. 27 July 2022

    Committee

    Committee Consideration and Mark-up Session Held.

    Source: Committee

Votes

No vote records are attached yet.

Versions

Documents

3 official files

Introduced in House (text)

View fileDownload file

This file cannot be previewed here. Use View or Download.

Leesvertaling

Vertaal dit document naar jouw taal. PoliticalRepo bewaart geen aparte kopie per EU-taal.

Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

  • Introduced in House (text)

    Introduced in House · EN · 30 July 2021

    ViewDownloadOpen at official source

  • Introduced in House (PDF)

    Introduced in House · EN · 30 July 2021

    ViewDownloadOpen at official source

    Leesvertaling

    Vertaal dit document naar jouw taal. PoliticalRepo bewaart geen aparte kopie per EU-taal.

    Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

  • Introduced in House

    summary · EN · 30 July 2021

    Open at official source

    Leesvertaling

    Vertaal dit document naar jouw taal. PoliticalRepo bewaart geen aparte kopie per EU-taal.

    Documentvertaling op verzoek met downloadbare PDF (logo + link naar de officiële bron). Het bronbestand blijft leidend.

Sponsors

Related records

Sources

PoliticalRepo is an index and interpretation layer, not the authoritative legal source.