Annuity Reports

Sample Reports and Inquiries

• Annuities by status: Users can select by status: pending, payment in progress, suspended, or closed. User can sort by state, annuity type, line of business (e.g., qualified, non-qualified, supplemental, etc.)

• Annuity payments: Users can select by total payments to date or by total payments for a specified time period (day, week, month, quarter, etc.). User can sort by insured, payee, state, annuity type, line of business, and payment range.

• Annuity payee detail: Users can select a single payee or multiple payees.

• 1099 detail: Users can select a single payee or multiple payees.

• Reinsured annuity payments: Users can select reinsured annuities by status: payment in progress or suspended. User can sort by reinsurer, state, annuity type, line of business, payment amount.