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View as a web page.
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March 2021
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ANNUITY NEWSLETTER
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IRS Forms 1099-R Reminder
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If a reportable event occurred on your client's account during the 2020 calendar year, they should have received an IRS Form 1099-R. Reportable events include taxable distributions, contract owner changes and collateral assignments. The forms were mailed in January 2021 and if applicable, should have been received in February 2021.
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To view your clients’ 2020 1099-Rs, log into the Annuity Service Center and go to “My Clients,” and select the contract number that corresponds with the form you would like to view. Then select "Online Documents,” and click the “Go” button under “Form 1099-R.” From this point, you can print the form for your records.
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Annuity Service Center
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