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NY Form 5305-SA: What You Should Know

Less Than 100,000,000 Investment Assets. 3. Less than 3 Million Investment Assets or Less. 4. 3 Million or More Investment Assets. 5. Less than One Year to Invest. 6. Less Than Two Years to Invest or Less than Ten,000,000 Investment Assets. 7. Less than Ten Years to Invest or 10 Million Investment Assets. 8. 10 Million or More Investment Assets. 9. 15 Million or Greater Investment Assets. 10. 35 Million or Greater Investment Assets, 10. 75 Million or Greater Investment Assets, 10. 150 Million or Greater Investment Assets, or 10. 300 Million or Greater Investment Assets. 11. 600 Million or Greater Investment Assets or 625 Million or Greater Investment Assets. 12. 1 Billion or Greater Investment Assets or 1.1 Billion or Greater Investment Assets. 13. 2.5 Billion or Greater Investment Assets or 2.7 Billion or Greater Investment Assets. 14. 5.5 Billion or Greater Investment Assets or 5.7 Billion or Greater Investment Assets. 15. 25 Billion or Greater Investment Assets. 16. 50 Billion or Greater Investment Assets. 17. 100 Billion or Greater Investment Assets. 18. 500 Billion or Greater Investment Assets or 625 Billion or Greater Investment Assets. 19. 2 trillion or Greater Investment Assets. 20. 5.0 trillion or Greater Investment Assets. 21. 10.0 trillion or Greater Investment Assets, OR 22. 25.0 trillion or Greater Investment Assets. 23. 100.0 trillion or Greater Investment Assets. 24. 500.0 trillion or Greater Investment Assets for a single taxpayer, OR 25. 25.0 trillion or Greater Investment Asset for a single taxpayer. 26. 1 trillion or Greater Investment Asset for a single taxpayer or 5.0 trillion or Greater Investment Asset for a single taxpayer. 27. 25 trillion or Greater Investment Asset for a single taxpayer and 50.0 trillion or Greater Investment Asset for a single taxpayer. 28. 75 trillion or Greater Investment Asset for a single taxpayer or 250.0 trillion or Greater Investment Asset for a single taxpayer. 29. 100 trillion or Greater Investment Asset for a single taxpayer or 500.0 trillion or Greater Investment Asset for a single taxpayer, OR 30. 50.0 trillion or Greater Investment Asset for a single taxpayer, or 1.

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