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View as a web page.
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March 2022
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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 2021 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 2022 and if applicable, should have been received in February 2022.
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To view your clients’ 2021 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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