Valued Services for Annuitants
The value of flexible, dependable services
Flexibility, experience, and commitment are three important qualities in an annuity provider— and we have them all. Our services demonstrate our commitment to quality and dependability—while maintaining the flexibility to meet the unique needs of our customers.
Service you can depend on
Customer Services
Efficient annuity installation
Exclusion ratio calculations, which reflect the nontaxable portion of the annuity benefit payment, if applicable
Preparation of annuity certificates for each participant, explaining plan benefits and guarantees
Notification to deferred participants prior to scheduled annuity starting date
Address verification and locating service for lost annuitants
Payment Services
Electronic Funds Transfer (EFT), at no additional charge
Withholding and reporting of federal and state income tax, if requested by the participant
Special withholdings of medical or other insurance premiums
Monthly annuity payments to a third-party administrator or contract holder for benefits due to a group of retirees
Annual cost-of-living allowance (COLA) increases
We are here for you
The information presented on this page is regarding group annuities. Visit the individual annuities section to see our solutions for you and your family.