Great American – Important Updates and Reminders

Simple Updates And Reminders 

 

 

Year-end processing deadline

To ensure that loan, distribution, RMD and annuitization requests are processed in the 2017 calendar year, all necessary paperwork must be received in the Home Office and in good order by December 15, 2017.

Please keep in mind, requests for a 403(b) 401, or 457 plan may require a signature from a plan administrator or employer.

Tax information

New! Client 1099 tax forms will be available online for your clients to access beginning January 15, 2018.

Client and agent 1099 forms will be mailed the week of January 22, 2018.

Simplify your business with new features now available on GAconnect.com

We’ve added the following features to help you stay connected and improve the way you do business:

* View year-to-date commission totals on the GAconnect homepage and compensation information page

* Receive alerts when renewal letters are available to view. If you currently receive correspondence notifications, you will automatically begin getting renewal notifications.

Posted in Bulletins.