Help Clients Prepare for RMDs

October 2, 2026

As year-end approaches, now is a great time to connect with clients who may need to take a required minimum distribution, known as RMD, from a qualified annuity.

Check in with your clients on these topics:

RMD options for 2026 and 2027
Direct deposit enrollment for faster, more convenient payments
Required documentation if they plan to change their current RMD election

Need Forms?

Required forms are available on the Annuities homepage:

Select your distributor from the drop-down menu
Choose Find Forms and Materials
Select Policyowner Service

A proactive conversation now can help clients avoid last-minute paperwork and ensure their RMDs are processed on time.

Have questions or need an RMD quote? Contact our service specialists at 800.247.6888 or send us a message. We also accept faxed requests to 800.378.4570.

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