Scheduled Maintenance: Annuities websites will be unavailable on Sunday, September 13th 4am-1pm PT due to planned maintenance. We apologize for any inconvenience and thank you for your patience.

Reminder: Due to the Labor Day holiday, our call center will be closed on Monday, September 7th. Our website is available for your service needs.

Due to the bank and market closures:
• Withdrawals processed on Friday, September 4th will be sent out on Tuesday, September 8th. EFT transactions will be delayed one day due to the holiday.
• Transactions received in good order after market close on Friday, September 4th will be processed effective Tuesday, September 8th. 

 




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IRS Form 1099-R Questions and Answers