Get Applications to the Right Place With Our Address List

March 1, 2023

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email. To ensure timely delivery of your new business, check our list for the right address and specific instructions.

To make the process even smoother, follow these four key steps:

  1. Verify the dollar amount and written amount on the check match.
  2. Sign the check.
  3. Make checks payable to: The Standard.
  4. Find the correct mailing address on our list and include the full address.

 

WhatWhere to Send
Checks

Send checks only. Do not send paperwork to these addresses.

Make checks payable to: The Standard. 
Include the full mailing addresses as listed.

Send overnight deliveries to:
ATTN: Lockbox Dept PD-OR-C2LB
Lockbox 5000 Unit 36
17650 NE Sandy Blvd.
Portland OR 97230

Send regular mail deliveries to:
Unit 36
PO Box 5000
Portland OR 97208

New business paperwork (applications, disclosures, etc.)

If you have a policy ID, please reference it on the first page of the document.

For multiple applications, please separate into individual bundles.

Make checks payable to: The Standard. 
Include the full mailing addresses as listed.

Send overnight deliveries to:
ATTN: Individual Annuities
1100 SW 6th Ave.
Portland OR 97204
Use this address only for new business bundles (paperwork and check) that need to be sent overnight.

Send regular mail deliveries to:
ATTN: Individual Annuities
PO Box 711
Portland OR 97207

Fax to: 800.378.4570

Email to: annuitynewbiz at standard.com

WireContact our customer service line for the details: 800.247.6888, option 1

 

More About Producer Advisories
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
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.