Year-End Dates and Deadlines

November 2, 2021

The 2021 holiday season is quickly approaching. To meet your clients’ service expectations during this busy time, please put some important dates in your calendar.

Office Holiday Closures

Our offices will be closed Nov. 25–26, Dec. 23–24 and Dec. 31, 2021.

Distributions

To complete distributions by Dec. 30, we must receive requests without any additional requirements by Dec. 14. For incomplete requests or requests received after Dec. 14, we’ll strive to complete them by Dec. 30 but we can’t guarantee it.

New Business

We must receive new business requirements by Dec. 14 for contracts to issue by Dec. 30. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements
  • Any pending requirements to complete an existing deferred or immediate annuity application

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message. 

 

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.