April 5, 2023

1099 Form(s) Available on SPA

Mutual of Omaha, Annuities, Critical Illness, Disability Income, Life Insurance, Long Term Care, Medicare Supplement

Starting April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January.

The detailed instructions for producers accessing 1099s are provided on the home page of SPA.

Please note:

If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their 1099 without their Compensation PIN.
For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed. Their 2023 1099s will only be able to be accessed through a printable form on SPA.