RMD Check-Ins: Get Them on the Calendar

September 3, 2024

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 73 and older. Take this opportunity to check in with your clients on these topics:

RMD options for 2024 and 2025
Setting up direct deposits
Getting required documentation if they change their 2024 RMD option

Head to the Annuities homepage to get required forms. Select your distributor in the drop-down menu, go to Find Forms and Materials, and select Policyowner Service. Call our service specialists for information about special handling options.

Have questions or need an RMD quote? Contact our service specialists at 800.247.6888 or send us a message. We also accept faxed requests to 800.378.4570.

Producer Advisories

More About Producer Advisories

RMD Notifications Happening in January

Get ready for RMD notifications. See what types of information your clients can expect in their RMD packets.

California Producer Advisory

Please review this recent compliance alert: Senate Bill 263, Suitability of Individual Annuity Sales Recommendations.

Nevada Producer Advisory

Please review this recent compliance alert: NAC 686A.526+, Suitability of Individual Annuity Sales Recommendations.

Holiday Service Alert: Key Dates to Remember

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.

Louisiana Producer Advisory

Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.

Ensure the Timely Delivery of New Business Applications

To ensure prompt processing of your new business applications, follow our specific mailing instructions and key steps. We accept applications via regular mail, overnight delivery, fax and email.

Missouri Producer Advisory

Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.

How to Ensure a Smooth Claims Process

Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.

New Business Checklist

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.

Related Products or Services

Annuities

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