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View as a web page.
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September 2021
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ANNUITY NEWSLETTER
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Ensuring your client’s beneficiaries are up to date will help guarantee that their legacy goes to whom they wish it to go to. Here’s how to review your client’s Talcott annuity beneficiary information online:
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Log into Annuity Service Center, or register if you have not already done so
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Click on the My Clients tab
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Click on My Entire Book, or search for a particular contract
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Click on the contract number you want to review, and you will be brought to the Contract Details page
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Click on the Contract Relationships link
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Contract Relationships lists ownership, beneficiaries, client contact information, broker contact information and Authorized Third Party information
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If you confirm with your clients that their beneficiary information is up to date, no action is necessary. To update beneficiaries, you or your clients can use the Annuity Beneficiary Change Request form, which is available on this page containing our most commonly used annuity forms. Our contact information is on page one of the form. Please refer to the conditions of, and limitations for, beneficiary change requests that are described throughout the form.
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