davidjmcc
New Member

Reporting foreign assets to IRS. Is Zurich Assurance a foreign financial inst. I believe they have branches in the US, but I'm not sure. I have a pension plan with them

I am single, and a legal permanent resident of the US. I have a United Kingdom pension plan (similar to an IRA) with Zurich Assurance. I have not drawn anything from this plan. The underlying assets in the plan are worth approx. $77,000.

Do I need to report this as foreign financial assets - Form 8938 maybe?

Is Zurich Assurance a foreign financial institution. I believe they have branches in the US, but I'm not sure.