Start Setting Your RMD Check-Ins With Clients

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 2023 and 2024
• Setting up direct deposits
• Getting required documentation if they change their 2023 RMD option
• Reviewing how the SECURE 2.0 Act impacts RMDs in 2023 and beyond

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?

If you 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.