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View as a web page.
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March 2023
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ANNUITY NEWSLETTER
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If a reportable event occurred on your client’s account during the 2022 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 2023 and, if applicable, should have been received in 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 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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