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Direct Deposit
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You can have your annuity payments deposited directly into your savings or checking account.
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Tax Withholding
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You can elect to have Federal and State (if applicable) taxes withheld from your annuity payments.
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Tax Statements
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We provide an annual 1099R tax statement that will be sent to you for tax filing purposes.
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Retirement Certificates
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Upon your benefit commencement, we will issue a legal document to you detailing the terms of your annuity benefit.
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Pension Benefit Verifications
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Upon your request, we can confirm your annuity entitlement to third party agencies, with your written authorization.
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QDRO’s
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Comply with Court Orders requiring changes to your annuity benefit in the event of a divorce.
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Descriptions of Forms of Annuity
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Provide explanations of the various annuity forms available to you when you elect to begin your annuity payments.
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Benefit Quotation Requests
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We can provide you with estimated benefit quotations prior to your benefit commencement on all available annuity forms based on specific dates.
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Information Changes
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We are here to assist you in the change of any personal information in connection with your annuity, such as:
- Name and Address changes
- Beneficiary Designation changes
- Replacement Checks
- Death Notification
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