Early Notice: 2024 FMV Letter

Example of the 2024 Fair Market Value (FMV) Letter

As the owner of a qualified annuity contract, we are reaching out to keep you informed of a document you will be receiving from North American in early 2025. 

Warm Season’s Greetings,

We are reaching out to keep you informed of a document you will be receiving from North American Company for Life and Health Insurance® in early 2025. No action is needed at this time. We will notify you in late January when the document has been mailed and is available online (no later than January 31).

The document you will receive:

• 2024 Fair Market Value (FMV) Letter
  Owners of qualified annuity contracts receive this document. This is the value of your contract as of December 31, 2024. 2025 Required Minimum Distribution (RMD) information will be included on your FMV letter, if applicable. You can also access our list of frequently asked questions regarding RMDs (PDF).

When you can expect to receive the document:

Available for download
January 31, 2025

Mail delivery via USPS
Between January 31 – February 15, 2025