RMD Notifications Happening in January

2025 is just around the bend, and we’ll be mailing Required Minimum Distribution notifications by the end of January. We’ll be notifying all owners of qualified deferred annuity contracts who will attain age 73 in 2025 or are already of RMD age. 

We’ll send a packet of information and forms to:

• Contract owners for whom 2025 is the first year that minimum distributions are required.
• Individuals who have reached 73 but have not elected to receive automatic distributions.
• Owners subject to these requirements who are receiving payouts via an option other than RMD, such as scheduled interest paid as earned. 

Individuals who are already set up to receive automatic RMDs will receive only a letter disclosing their 2025 RMD amount as of Dec. 31, 2023. 

If you have questions or need an RMD quote, contact our service specialists at 800.247.6888 or send us a message.