2022 Holiday Closures and Deadlines

November 7, 2022

The holiday season and end of 2022 are quickly approaching. To meet your clients’ service expectations during this busy time, please put these important dates in your calendar.

Office Holiday Closures

Our offices will be closed Nov. 24–25, Dec. 23–26, 2022, and Jan. 2, 2023.

Distributions

To complete distributions by Dec. 30, we must receive requests without any additional requirements by Dec. 12. For incomplete requests or requests received after Dec. 12, we’ll strive to complete them by Dec. 30 but we can’t guarantee it.

New Business

We must receive new business requirements by Dec. 12 for contracts to issue by Dec. 30. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements.
  • Any pending requirements to complete an existing deferred or immediate annuity application.

Have questions about year-end deadlines?

Contact our service specialists at 800.247.6888 or send us a message. 

 

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