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.

Taxes and the IRS

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

How do I change my tax withholding?

To update your tax withholding amounts, please update the information in your ÀÖ²¥´«Ã½ÊÓÆµ or call ÀÖ²¥´«Ã½ÊÓÆµ Member Services at (833) 702-1617 to request the appropriate form.Ìý

What are the W-4P and W-8BEN Tax Withholding Forms, and which one do I need?

The W-4P and W-8BEN are both IRS tax withholding forms used by recipients of qualified pension and annuity payments.Ìý

The W-4P Tax Withholding Form is:Ìý

  • For use by U.S. persons (U.S. citizens or resident non-U.S. citizens or their estates) to elect the amount of federal income tax to withhold from their payments.Ìý
  • If you receive a 1099-R, use the W-4P to change your withholding election.Ìý

The W-8BEN Tax Withholding Form is:Ìý

  • For use by non-U.S. citizens who do not reside in the United States to elect the amount of federal income tax to withhold from their payments.Ìý Ìý
  • If a payee does not provide ÀÖ²¥´«Ã½ÊÓÆµ with a completed W-8BEN form, ÀÖ²¥´«Ã½ÊÓÆµ is required by law to withhold federal tax from the payee’s payment at a default rate.Ìý ÌýÌý
What should I do if I notice my Social Security number on file with ÀÖ²¥´«Ã½ÊÓÆµ is incorrect?

Please update the information in your ÀÖ²¥´«Ã½ÊÓÆµ or call ÀÖ²¥´«Ã½ÊÓÆµ Member Services at (833) 702-1617 to request the W-9 form. Fill out the form and return it to ÀÖ²¥´«Ã½ÊÓÆµ via U.S. mail, fax, or by uploading it to your ÀÖ²¥´«Ã½ÊÓÆµ Member Self Service account.Ìý

What if I did not receive or misplaced my tax statements from ÀÖ²¥´«Ã½ÊÓÆµ?

If you need a duplicate tax statement, you may retrieve it by logging into your ÀÖ²¥´«Ã½ÊÓÆµ Ìýor by calling ÀÖ²¥´«Ã½ÊÓÆµâ€¯Member ServicesÌýat (833) 702-1617.

When will my 1099-R be available and how can I request a duplicate?

1099-Rs are mailed to the address of record by January 31st of each year for the prior tax year.ÌýÌý

Tax Forms

W‑8 BEN

Use this form to certify your non‑U.S. tax status for federal tax withholding purposes.

View FormÌý

°Â‑4±Ê

Use this form to request federal tax withholding from your annuity payments.

View FormÌý

°Â‑4¸é

Use this form to request federal tax withholding on eligible rollover distributions.

View FormÌý

W-9

Use this form to certify your taxpayer identification number (TIN) for federal tax reporting purposes.

View FormÌý

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.

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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