Ensure the Timely Delivery of New Business Applications

September 30, 2024

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email. To ensure timely delivery of your new business, check our list for the right address and specific instructions.

To make the process even smoother, follow these four key steps:

  1. Verify the dollar amount and written amount on the check match.
  2. Sign the check.
  3. Make checks payable to: The Standard.
  4. Find the correct mailing address on our list and include the full address.

 

WhatWhere to Send

Checks

Send checks only. Do not send paperwork to these addresses.

Make checks payable to: The Standard. 
Include the full mailing addresses as listed.

Send overnight deliveries to:
ATTN: Lockbox Dept PD-OR-C2LB
Lockbox 5000 Unit 36
17650 NE Sandy Blvd.
Portland OR 97230

Send regular mail deliveries to:
Unit 36
PO Box 5000
Portland OR 97208
Unit number is necessary for delivery.

New business paperwork (applications, disclosures, etc.)

If you have a policy ID, please reference it on the first page of the document.

For multiple applications, please separate into individual bundles.

Make checks payable to: The Standard. 
Include the full mailing addresses as listed.

Send overnight deliveries to:
ATTN: Individual Annuities
1100 SW 6th Ave.
Portland OR 97204
Use this address only for new business bundles (paperwork and check) that need to be sent overnight.

Send regular mail deliveries to:
ATTN: Individual Annuities
PO Box 711
Portland OR 97207

Fax to: 800.378.4570

Email to: annuitynewbiz at standard.com

WireContact our customer service line for the details: 800.247.6888, option 1

 

More About Producer Advisories
The holiday season is upon us, and to meet your clients’ expectations, mark these important dates. Ensure all distribution and new business requests are submitted by Dec. 11 to guarantee processing by year-end.
Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.