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View as a web page.
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May 2024
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ANNUITY NEWSLETTER
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An Update to Talcott Resolution’s Client eDelivery Method
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Talcott Resolution is always working to provide clients with the very best service. We recently implemented an improved Electronic Delivery (eDelivery) method to provide clients with more convenient and secure access to their important documents.
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eDelivery of documents has changed 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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If your client(s) have not signed up for eDelivery, now is a great time for them to take advantage of this new and improved way to receive important annuity documents via email. To sign up, clients must be registered in the ASC. 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, all in one easy-access location.
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May 2024 Variable Annuity Documents
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Talcott Resolution’s May 1, 2024, variable annuity product prospectuses and product notices are now available on our website, www.talcottresolution.com. To access these documents, click on the blue Annuity Login & Resources button at the top of the page. Then, click on Annuity Regulatory Documents, select Variable Products, and then click the PDF icon in the Regulatory Documents column to view the associated document.
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IRS Forms 5498 Mailing
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IRS Forms 5498 will be mailed prior to May 31, 2024. Please note, only contract holders who made a contribution to their qualified plan for the 2023 tax year will receive one of these forms. This form is not required to file a tax return.
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