Annuity FAQs

Customer Service > Annuity FAQs

Address Change	Death Claims	Lost Contract	Taxes
Annual Statements	Deposits	Name Change	Withdrawals & Surrenders
Annuity Payments	Interest Rates	Ownership
Beneficiary	Loans	Required Minimum Distributions (RMD)

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Address Change

How do I change my mailing address?

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Annual Statements

When do I receive a statement for my annuity?

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Annuity Payments

How much will I receive if I elect to receive annuity payments?

How do I begin annuity payments?

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Beneficiary

Who is the beneficiary of my annuity contract?

What is a beneficiary class?

How do I change the beneficiary on my annuity contract?

Can I add or remove a beneficiary from my current beneficiary designation?

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Death Claims

How are death claims paid?

I am the beneficiary of an annuity contract. How do I submit a claim?

Does each beneficiary need to submit a certified death certificate?

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Deposits

Can I make additional deposits into my annuity contract?

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Interest Rates

What is my current interest rate?

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Loans

Can I take a loan against my annuity contract?

How do I repay my loan?

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Lost Contract

How can I receive a copy of my annuity contract?

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Name Change

How do I change my name on my contract?

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Ownership

How can I change the ownership of my annuity contract?

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Required Minimum Distributions (RMD)

When am I required to take a distribution from my annuity contract?

How is my Required Minimum Distribution calculated?

Can I receive my RMD automatically?

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Taxes

When are tax forms mailed to the contract owner?

Are distributions from an annuity contract taxable?

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Withdrawals & Surrenders

How do I withdraw money from my annuity contract (Partial Withdrawals)?

How do I withdraw money from my annuity contract (Full Surrenders)?

Can I withdraw the interest earned or a specific amount from my annuity contract on a scheduled basis?

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