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View as a web page.
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March 2024
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ANNUITY NEWSLETTER
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If a reportable event occurred on your client’s contract during the 2023 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 2024 and, if applicable, should have been received in February 2024.
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To view your clients’ 2023 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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An Update to Talcott Resolution’s eDelivery Method for Clients is Coming Soon
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Talcott Resolution is always working to provide clients with the very best service. We are working on improving our eDelivery method to provide clients with more convenient and secure access to their important documents.
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eDelivery of documents will be changing from emails containing password-protected email attachments to emails with link(s) informing clients that document(s) are available. Clicking on the link(s) will bring them to our Annuity Service Center (ASC), where they can access their current and past documents, as well as other tools that help make managing their annuities faster and easier.
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Clients must be registered in the ASC to take advantage of this new and improved eDelivery process. They can use this link to go to the ASC login page, where they can create a new account, manage delivery preferences, and view their important documents.
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Clients Can Now Sign Up for Contract Activity Alerts
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Clients can sign up today for Status Notifications to be alerted when certain activity occurs on their contract. Clients can log in to the Annuity Service Center and navigate to the “Manage Contract” tab to manage their notification preferences.
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