|
|
|
|
|
|
|
|
View as a web page.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
December 2021
|
|
ANNUITY NEWSLETTER
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RMD Reports and Online RMD Quotes
|
|
|
|
Talcott Resolution has mailed brokers a report containing clients’ RMD quotes. Not included in that mailing were clients whose contracts are custodian owned, or clients who are already enrolled in our Automatic Required Minimum Distribution (RMD) Program. Reports should have been received by early December. Please note, the report is not available on our website.
|
|
|
|
If you would like to run a RMD quote for individual clients, log into our Annuity Service Center. Once you are logged in, go to "My Clients" and select the contract number for which you would like to process a RMD quote. Then go to the "Manage Contracts" tab and click on the RMD quote link. After completing the RMD quote process, you may print or save the quote electronically for your records. The Annuity Service Center also offers Book of Business filters to view your clients’ qualified contracts who are of RMD age.
|
|
|
|
Deadline For 2021 Transactions: December 31, 2021
|
|
|
|
If you or your clients would like certain transactions with financial or taxable impacts to be processed in 2021, such as Required Minimum Distribution, partial or full surrenders, Annuitization, or taxable Ownership Changes, please keep in mind Talcott Resolution must receive completed forms, in good order, before 4 p.m. Eastern Time on Friday, December 31, 2021 in order for your request to be processed in the 2021 tax year. During this busy processing time, we ask that you submit requests earlier in the day, whenever possible. You or your clients may submit requests via fax to 1-860-380-3280 or 1-860-392-3547 or to one of our mailing addresses below:
|
|
|
|
Regular Mail
|
|
Talcott Resolution
|
|
Annuity Service Operations
|
|
PO Box 14293
|
|
Lexington, KY 40512-4293
|
|
|
|
Express Mail
|
|
Talcott Resolution
|
|
Annuity Service Operations
|
|
6716 Grade Ln. Building 9, Suite 910
|
|
Louisville, KY 40213
|
|
|
|
2021 Holiday Operating Schedule
|
|
The Talcott Resolution Contact Center will follow our normal hours of operation (Monday through Thursday, 8:00 a.m. to 7:00 p.m. and Friday, 9:15 a.m. to 6:00 p.m. (ET)), except for the following days:
|
|
|
|
Friday, December 24, 2021 - Christmas Eve
|
Closed
|
|
Friday, December 31, 2021
|
Early close at 4:30 p.m. ET
|
|
|
|
|
Our Automated Voice Services, 1-888-488-2228, will remain open 24 hours a day, 7 days a week throughout the holiday season to provide account balances. Please visit us at www.talcottresolution.com
|
|
|
|
|
|
|
|