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Ready to Send? Check the Chart First

We’re dedicated to processing your new business applications and checks promptly. Check this chart to make sure you have our correct mailing addresses. Sending your information to the correct address will help us ensure timely delivery of your new cases.

 

WhatWhere to SendAdditional Information
Live checksSend overnight deliveries to:
U.S. BANK
ATTN: Lockbox Dept PD-OR-C2LB
Lockbox 5000 Unit 36
17650 NE Sandy Blvd.
Portland OR 97230
This address is for checks only. Please do not send paperwork to this address.
Send USPS mail deliveries to:
U.S. BANK
Unit 36
P.O. Box 5000
Portland OR 97208
This address is for checks only. Please do not send paperwork to this address.
New business paperwork sent by mail (applications, disclosures, etc.)Send overnight deliveries to the address listed on the application. If you have questions, please contact us.

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

Please separate multiple applications into individual bundles.

Send USPS mail deliveries to:
P.O. Box 711
Portland OR 97207

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

Please separate multiple applications into individual bundles.

New business paperwork sent by fax (applications, disclosures, etc.)Fax paperwork to:
800.378.4570

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

Please separate multiple applications into individual bundles.

New business paperwork sent by email (applications, disclosures, etc.)Please follow the instructions on the application. If you have questions, please contact us.

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

Please separate multiple applications into individual bundles.

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

 

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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.
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