Account Documents at Your Fingertips

We’ve made it easier to access important client communications in the Annuity Portal.

You can now find reallocation and Required Minimum Distribution letters in the new Account Documents section on the Policy Overview page.

Letters will appear when they apply to the policy. This includes reallocation letters sent for the policy and RMD letters sent for policies subject to RMD requirements.

The Account Documents section provides access to a rolling five years of available letters, including letters sent before this feature was added. New letters will appear the same day they’re generated, although it may take a few hours for them to become available.

Producers with access to a policy can view its available letters directly from the Policy Overview page. This makes it easier to stay informed about communications sent to your clients and reference them when answering questions.

Clients will continue to receive these letters by mail at their address on file.

How to Find Account Documents

Log in to the Annuity Portal, select a policy and expand Account Documents on the Policy Overview page. Reallocation and RMD letters are available when applicable to the selected policy.

If you have questions or need help, contact our service specialists at 800.247.6888.