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Overview
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Use the Contract Details page to view the current contract value, your investment choices, withdrawal information, transaction history, special programs, and other contract information. Contract balances are updated every business day.
To view withdrawal information, click the Withdrawal Information tab. To view any special programs or riders associated with the contract, click the Features & Benefits tab. The History Tab displays your Transaction History and Historical Contract Values. Some details may not apply to all contract types. |
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Page Details (A-E)
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Click this link to view your ownership, annuitant, beneficiary and telephone authorization information. To update your name, address or beneficiary information send us a completed copy of the Personal Information Change form located in the FORMS section of the site. To activate telephone authorizations use the Telephone Withdrawal Authorization form and the Trade Authorization form, also located in the FORMS section.
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The name of any natural person or persons who will receive the annuity payments and whose life is used to determine the duration of annuity payments that involve life contingencies. Depending on how the contract is set up, the “owner” and the “annuitant” may be the same person.
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For group plans or corporate-owned plans, the age of the annuitant at the date of issue of the contract. |
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The contract number used to identify your contract. If you have more than one contract, open the drop-down menu and select the desired contract number.
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The annuity product name.
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The name of the person who shares ownership rights on the annuity contract, if applicable. |
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The Current Allocations tab provides up-to-date ifnormation on your investment selections, past and present. Information includes current investment levels and unit values. Click on the Fund Manager or Fund Name for a description. Please note that totals may not be exact due to rounding.
This tab also provides links leading to fund performance information and historical unit values.
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Total of the investment account values and, if applicable, any amount in the Loan Account attributable to the contract on the stated close of business date. |
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The contract owner’s date of birth. |
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Page Details (F-W)
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Click the Features & Benefits tab to view specific details about participating special programs and riders. |
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Click the History tab to view past transactions and to search for a historical contract value. |
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The state in which the contract was purchased. |
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The type of qualified or nonqualified investment plan. |
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The name, firm, address and phone number of the financial consultant who manages the contract. |
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For individual contracts, the name of the person or entity entitled to all of the ownership rights under the contract. |
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The age of the owner at the contract's date of inception. |
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Click the Pending Exchanges tab to view any transactions that will be executed at the prices of the next close of the New York Stock Exchange (NYSE). If no transactions are pending, this tab is disabled. |
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All payments applied throughout the life of the contract. |
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Click on the Withdrawal Information tab to view a summary of past withdrawals, the amounts that can be withdrawn and any penalties that may be charged if withdrawals are taken before the surrender periods specified in the contract. |
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