Disbursements
Partially available
Disbursements
Life
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 making progress restoring surrender and policy-servicing capabilities through contact-center-supported processes while additional system capabilities continue to be restored. Some transactions may require manual processing and may take longer than normal to complete.
One time
Partially available
Surrenders
Partially available
Available
Disbursements
Annuities
New
Customers can access forms for one-time withdrawals, contract surrenders, and lifetime income payments at the link below. Withdrawal processing, surrender processing, application cancellations, direct-deposit servicing, and annuity death-claim support continue to be available while additional servicing and distribution capabilities are restored. Recovery efforts planned through September and October are expected to expand support for customers and financial professionals.
One time
Available
Recurring
Available
Surrenders
Available
Partially Available
Disbursements
Retirement
New
Participants may request loans, distributions, and other eligible plan transactions through currently available retirement servicing channels. Periodic benefit payments continue to be processed, and many participants can obtain account balance information through available servicing channels while digital access capabilities are restored. Additional retirement participants and plan sponsor capabilities continue to be introduced through phased recovery efforts.
One time
Partially Available
Recurring
Partially Available
Surrenders
Partially Available
Partially Available
Disbursements
Executive Benefits
New
Most distribution and payment activities are available through our 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.
One time
Partially Available
Recurring
Partially Available
Surrenders
Partially Available