RMD Notifications Coming in January

October 1, 2025

As 2025 wraps up and 2026 begins, we’ll send out Required Minimum Distribution notifications by the end of January.

We’ll mail information packets and forms to:

  • Contract owners who must start taking minimum distributions in 2026
  • Individuals who are 73 or older and haven’t chosen automatic distributions
  • Owners receiving payouts through other methods, like scheduled interest payments

If your client is already set up for automatic RMDs, they'll get a letter showing their 2026 RMD amount. Client RMD will be based on their end-of-year balance as of Dec. 31, 2025.

Need help or want an RMD quote?

Call our service team at 800.247.6888 or send us a message.

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