Default Statement Reference

This part of the Reporting Guide lists all fields and descriptions for every possible section in a Default Activity Statement. Click any of the following links to go directly to that statement section. Sections are listed by Default and Optional, and then in alphabetical order.

Sections are listed below under the names that appear in the Customize Statements portion of the Activity Statement page. Note that some names that appear in the Customize Statements section of the Activity Statements page represent multiple sections, as indicated below.

Accounts with Models Enabled

Account holders who have models (but are not already a partition) will have model summaries included with their activity statement by default.

Default Sections

These sections are included in a Default statement when applicable.

 

Optional Sections

These sections are not included in a Default statement but can be added to any customized statement that you create and save.