ÀÖ²¥´«Ã½ÊÓÆµ

Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓÆµ offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓÆµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓÆµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓÆµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓÆµ offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓÆµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓÆµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓÆµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Annuity Payments

Whether you’re looking for answers to your questions, necessary forms, or process information, this site provides 24/7 support designed around your individual needs. If you don't find what you need here, feel free to contact us!

Whether you’re looking for answers to your questions, necessary forms, or process information, this site provides 24/7 support designed around your individual needs. If you don't find what you need here, feel free to contact us!

Frequently Asked Questions

What is an annuity payment?

An annuity payment is the retirement benefit payment now being provided by ÀÖ²¥´«Ã½ÊÓÆµ.

How can I obtain information on my annuity payment options?
  • For individuals who have not yet retired:ÌýYour Annuity Certificate outlines your annuity payment options.Ìý
  • For annuitants who are retired:ÌýYour Annuity Certificate outlines the payment option you are receiving.Ìý

For further details on your options, please call ÀÖ²¥´«Ã½ÊÓÆµÌýMember ServicesÌýat (833) 702-1617.

When will my annuity payments begin?

If you are not yet receiving benefit payments, you will be contacted by ÀÖ²¥´«Ã½ÊÓÆµ via U.S. mail approximately four months prior to your normal retirement date, which is age 65 in most cases. The envelope will include the Benefit Quote for Group Annuities form. Fill out the form and return it to ÀÖ²¥´«Ã½ÊÓÆµ via U.S. mail, fax, or by uploading it to your ÀÖ²¥´«Ã½ÊÓÆµ .Ìý

Alternatively, you may contact ÀÖ²¥´«Ã½ÊÓÆµ Member Services at (833) 702-1617 to provide the pertinent information over the phone.ÌýÌý

What if I would like an early retirement benefit?

Call ÀÖ²¥´«Ã½ÊÓÆµâ€¯Member Services at (833) 702-1617 to determine your eligibility for early retirement.

What if I want to delay my annuity payment start date?

When ÀÖ²¥´«Ã½ÊÓÆµ contacts you at your normal retirement date (age 65 in most cases), you may elect to delay your benefit start date. ÀÖ²¥´«Ã½ÊÓÆµ will continue to contact you via U.S. mail each year until you have elected your option and benefit start date.Ìý

Note: Please be aware that your payments must begin according to Required Minimum Distribution (RMD) rules. If you have questions regarding RMD rules, please consult with a tax advisor. Neither ÀÖ²¥´«Ã½ÊÓÆµ nor its representatives provide tax or legal advice.

How do I receive my annuity payment?

If you do not select direct deposit, your annuity payments will be sent as a paper check via U.S. mail.Ìý

What happens to my annuity payments in the event of my death?

In the event of your death, your annuity payments will follow the terms outlined in your Annuity Certificate.Ìý

Ìý Ìý

We're Here to Help

ÀÖ²¥´«Ã½ÊÓÆµ – Institutional Division

If you have questions, need help with a form, or would prefer to speak with someone directly, our team is here to support you.

Please reach out using the contact options below, and we’ll be glad to assist you.

Ìý

Contact us directly at:
Contact us via mail:

Toll Free:
(833) 702-1617

Fax:
(469) 788-7137

Hours of Operation:
8:00 a.m. to 5:00 p.m.
Monday - Friday, Central Time

Regular Mail:
ÀÖ²¥´«Ã½ÊÓÆµ
PO Box 25189
Lehigh Valley, PA 18002-5189

Overnight Mail:
ÀÖ²¥´«Ã½ÊÓÆµ
1530 Valley Center Parkway
Bethlehem, PA 18017

 

ÀÖ²¥´«Ã½ÊÓÆµ refers to ÀÖ²¥´«Ã½ÊÓÆµ (Newport Beach, CA) and its affiliates, including ÀÖ²¥´«Ã½ÊÓÆµ & Annuity Company. Insurance products are issued by ÀÖ²¥´«Ã½ÊÓÆµ in all states except New York, and in New York by ÀÖ²¥´«Ã½ÊÓÆµ & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

DB-1066-0626