Updates From Admin

Rollovers vs. Transfers – Why Keeping Them Straight Is Important

When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.

How Our Free Look Period Works

What if policyowners change their minds after buying an annuity? Get the details about our free look period and how it can help.

New Certification of Trust Document and Trustee Powers Form

Policies that are owned by a trust now require a new Certification of Trust form. Get the details on how to submit the form.

The Why Behind Form 5031

Learn the why behind disbursement Form 5031, to help a client withdraw funds from an annuity contract, and how we make it easy to complete.

Meet Our Newest Administration Team Leaders

Rick Headley and Rebecca Mattingly have joined our Annuities administration leadership team, and Brittany Bobbitt takes on a new role as director of Individual Annuities administration.

2020 Tax Forms Are in the Mail

The IRS requires The Standard to file Form 1099-R by Jan. 31 of the year after a taxable distribution. Your clients should receive their 1099-R forms, which report distributions from annuities, no later than the second week in February.

RMD Notifications Happening This Month

We’re mailing RMD notifications by the end of January. See which owners will get this information.

Sign saying Sorry We're Closed
The holiday season and end of 2020 are quickly approaching. To meet your clients' service expectations during this busy time, put some important dates in your calendar.
Photo of three steps

Avoid process delays by making sure an application is 100% complete. It often comes down to three little boxes.

Stay Current on Product Training

You can help avoid application delays by taking your product training before you work with your client to complete their paperwork. Take a few minutes now to complete The Standard’s product training, so you’re always ready to sell in states that require company-specific training.