How do I check my contract information online?
Log in to your account and click the “My Contract” tab on the left-hand navigation menu. This will bring you to the Contract Details page, which provides the following information:
- Present and past contract and portfolio values
- Amount of any surrender penalties, surrender value, and the amount you can withdraw from your contract before any surrender penalties are charged
(if applicable)
- Special programs in which you may participate
- Contract designations, i.e., owner(s), annuitant(s) and beneficiary(ies)
- Optional riders on your contract
- Transaction history
- eDelivery enrollment
How often is my online contract information updated?
All values are updated every business day and are calculated using the most recent market closing prices, typically the previous day’s closing prices.
Can I change my personal contract information online?
You can change your current and future investment allocations by selecting Future Allocations from the My Contracts menu. Other changes, such as address, email settings, eDelivery settings, and more can also be made from the My Contracts menu. We require forms be submitted for name, beneficiary or broker changes. Please visit the Forms tab for more information.
Return to Help Overview