RMD Check-Ins: Get Them on the Calendar

September 3, 2024

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 73 and older. Take this opportunity to check in with your clients on these topics:

  • RMD options for 2024 and 2025
  • Setting up direct deposits
  • Getting required documentation if they change their 2024 RMD option

Head to the Annuities homepage to get required forms. Select your distributor in the drop-down menu, go to Find Forms and Materials, and select Policyowner Service. Call our service specialists for information about special handling options.

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.

More About Producer Advisories
New account security enhancements give customers greater visibility into important account changes. Learn about the new SMS notification preferences and what customers can expect.
RMD deadlines are coming up. Learn about distribution options, direct deposit enrollment, and the forms needed to support a smooth year-end process.
Discover the latest enhancements to our Annuity Suitability Form. Review the updates and learn best practices for providing complete and accurate suitability information.
Even small missing details can slow application processing. Our New Business Checklist is designed to help support more complete submissions from the start.
New features are on the way for the Enhanced Choice Index Plus annuity in California, including additional crediting strategies, extended rate guarantees and a new S&P Dow Jones index option.

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