RSL - Annuity News (Form Changes, New Fax Line, etc.)
June 13, 2011
Form Changes Effective July 1, 2011, producers in the states of Kentucky and Texas must provide traditional fixed annuity applicants with a Buyer's Guide to Fixed Annuities (RS-1606-3.) A Buyer's Guide is already in use for fixed index products in these states. For a PDF of the Buyer's Guide to Fixed Annuities (RS-1606-3), please click here (link will remain active for 30 days.)
New Fax Line for In-Force Administration Effective immediately, all disbursement requests (withdrawals, MRD elections, etc.,), client address changes, and any other fax correspondence for in-force policies should be faxed to: 267-256-4713. Please update your contact information accordingly.
Reminder – Address for New Business Submissions Last year Reliance Standard Life discontinued use of a Wachovia Bank "lockbox" address, and began processing all premiums internally. Please be sure that all business is submitted to the address below, as any applications received by Wachovia will be returned to the sender. It is critical to send your New Business applications to the correct address to avoid processing delays, loss of interest for the client, and loss of the applied-for rate during rate changes.
Attn: Annuity New Business Reliance Standard Life Insurance Company 2001 Market Street, Suite 1500 Philadelphia, PA 19103-9802
If you have any questions regarding this bulletin, please contact the Annuity Marketing Department at (800) 351-7500 ext 3696, or via email at: firstname.lastname@example.org.