2024 Deadlines for Year-End New Annuity Business

To ensure 2024 processing, applications must be received and in good order by the following dates:  

Retirement New Business: Friday, December 20  

Annuity In-Force Transactions: Monday, December 23  
This includes transfers, 1035 Exchanges, repetitive payments, partial and total withdrawals. If clients prefer to have their transaction processed in 2025, please make a note on the request.  

Death Claims: Death claim requests received by Friday, December 13 will be processed by Friday December 27.