Producer Appointment Requests

October 3, 2023

As a reminder, we are a just-in-time carrier. This means that we process state appointments for producers at the time of application.

We don’t process producer appointment requests until you submit your new business application, except for Pennsylvania which is a pre-appointment state.

To avoid processing delays, please include any required documentation of Annuity Suitability & Best Interest Standard certificates with your producer contracting paperwork.

Producer Advisories

More About Producer Advisories

Annuity Portal Refresh: Key Changes

The Annuity Portal is getting a refreshed look to support easier and faster navigation. See what’s changing and what it means for you.

Your Path to Industry Recognition

Industry recognition can help highlight your success and elevate your professional profile. Learn how we can help certify your achievements and support you along the way.

New Producer Certification Form Required for Annuity Sales

We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.

1099-R Tax Forms Available by Jan. 31

Clients who took a distribution in 2025 will receive their IRS Form 1099-R by Jan. 31, 2026.

2026 RMD Notifications Coming in January

Required Minimum Distribution notifications will be mailed by the end of January 2026. See what you and your clients can expect.

DocuSign for In-Force Transactions

Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.

Simplify Premium Payments

A one-time EFT offers clients a quick, seamless experience to provide their initial premium payment. Learn how to access the online form and streamline the process.

Attention Rhode Island Producers

We have an updated Rhode Island’s replacement form starting Nov. 1, 2025. See key dates and how to access the new form.

Important Year-End Deadlines and Holiday Office Closures

The holiday season is approaching, so be sure to meet our Dec. 15 deadline for year-end distributions and new business applications. Take note of office closures and key processing dates to avoid delays.

Annuities

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.

Producer Appointment Requests

More About Producer Advisories

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