Skip to main content

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

 

Content Topics

More About Producer Advisories

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.
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
Jump back to top