New Feature – Get Tax Forms on the Annuity Portal

January 3, 2023

You asked, we listened. Your clients can enjoy fresh features on the Annuity Producer Portal, including tax forms. Support your clients this tax season with downloadable 1099 forms.

Here’s what’s new:

  • Statements and Tax Documents tabs to view and download important documents
  • Enhancements to pending policy view and pending business report:
    • Received and expected premiums
    • Producer hierarchy/broker dealer
  • Active policy view:
    • Display policy number on every tab
    • Display servicing agent in annuity details
  • Book of business:
    • Client birth month and year

We hope you’re enjoying the portal’s intuitive experience and easy access to policy information, dynamic reporting and resources exclusively for you. 

Streamlined

  • Search by owner/annuitant last name or policy number
  • Easily access to your Book of Business Report with just one click
  • Run a Pending Business Report to check the status of your pending cases.

Straightforward

  • See what your clients see when they log in. 
  • Access your policy details, including values, financial activity, statements and tax forms.

Supportive

  • Get immediate self-service when it’s convenient for you. 
  • Link to producer resources, where you can check rates, access marketing toolkits or run an illustration.
  • Message us with your questions on specific topics.


Head to the Annuity Producer Portal Guide to watch a demonstration video and get login instructions.

More About Producer Advisories
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.