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View as a web page.
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January 2023
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ANNUITY NEWSLETTER
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Important Variable Annuity Contract Documents Now Available
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Your clients’ fourth quarter 2022 variable annuity Statements of Account are now available online through Talcott’s Annuity Service Center. To view these statements online, log into the Annuity Service Center. Enter your user ID and password or register as a new user if you do not already have access.
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Once you are logged in, go to “My Clients” and select the contract you would like to review, and then go to the "Online Documents" tab. You can also save time by going to “My Clients” and selecting the “Print Statements” tab. This option allows you to view or print all or a portion of your clients’ statements at once.
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2022 Tax Forms 1099-R
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If a reportable event occurred on your client’s annuity account during the 2022 calendar year, including taxable distributions, contract owner changes, and collateral assignments, they will receive an IRS Form 1099-R. The forms will be mailed out by January 31, 2023, and should arrive in client mailboxes by early February 2023.
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To view your clients’ 2022 1099-Rs, log into the Annuity Service Center, go to “My Clients,” and select the contract number for which you would like to view a form. 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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