Annuity Reports

Sample Reports and Inquiries

Annuity Reports can be sorted by insured, payee, state, annuity type, line of business, and payment range.  Additionally:

• Annuities by Status: Users can select annuities for reporting by status: pending, payment in progress, suspended, or closed.

• Annuity Payments: Users can select by total payments to date or by total payments for a specified time period (day, week, month, quarter, etc.).

• 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.