Year-End Dates and Deadlines

November 2, 2021
Year-End Dates and Deadlines

The 2021 holiday season is quickly approaching. To meet your clients’ service expectations during this busy time, please put some important dates in your calendar.

Office Holiday Closures

Our offices will be closed Nov. 25–26, Dec. 23–24 and Dec. 31, 2021.

Distributions

To complete distributions by Dec. 30, we must receive requests without any additional requirements by Dec. 14. For incomplete requests or requests received after Dec. 14, we’ll strive to complete them by Dec. 30 but we can’t guarantee it.

New Business

We must receive new business requirements by Dec. 14 for contracts to issue by Dec. 30. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements
  • Any pending requirements to complete an existing deferred or immediate annuity application

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message

 

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