For most of our group annuity contracts, payments are processed for delivery to you on or about the first of every month. If you select electronic funds transfer, your payment will be deposited directly into your financial institution account. If you choose to receive a paper check, it will be mailed to you a few days before the payment is due to you.
In addition to your payments, we will send you all required tax forms and an annual statement. These documents will usually arrive in late January or early February. The annual statement provides a summary of the payments you received and any taxes you had withheld or deductions you had taken in the prior calendar year. The tax forms show the payments made and tax withholding taken, if any.
Keeping your address information up-to-date or making certain administrative changes after you start receiving your retirement benefit payments is easy. All you need to do is complete and return any of these forms:
You can also submit certain requests online:
Please call us at 1-800-624-5155 between 8 a.m. and 5 p.m. Eastern Time for help with: