Disbursements

NEW - Customers who need to make a partial withdrawal, take out a loan on their policy, or surrender their policy can access service request forms at the link below. Teams are starting to process the backlog of life insurance surrender requests. An electronic-signature process for Life cancellation requests is now available when customers call our contact center to cancel. Customers should continue to expect delays as we work through our backlog. We will honor the date of requests.

NEW - Customers can contact the Annuity Contact Center at 800-798-5500 or access the Annuity Outage Hub for forms for one-time withdrawals, contract surrenders, lifetime income payments, application cancellations, direct-deposit servicing and annuity death-claims. Although we are currently processing disbursements, requests may take longer than normal to complete.

BenefitsForYou online account access has returned through a phased approach. Plan sponsors, advisors and third-party administrators are also gaining visibility into defined contribution participant balances. Participants who previously established a BenefitsForYou online account may be able to view retirement account information. Displayed balances reflect current values based on the most recently processed cycle date and may not yet include all recent payroll contributions, earnings adjustments or other transactions still being processed. We are continuing to process previously submitted transactions, and account information will continue to be updated as processing and restoration activities progress. Participants will be required to reset their password before accessing their account information.

Most distribution and payment activities continue to be supported through third-party solution partners. Certain transactions involving legacy TruStage® products may require additional processing time while recovery efforts continue. Established partner processes remain available to support ongoing distribution and payment needs.