These document categories are generally available for electronic delivery to life and annuity customers:
Produced for life and annuity customers as a result of any financial transaction. Certain other transactions - address change, investment allocation change - also produce a notification to the owner.
Annuity Quarterly Statements
Mailed to annuity contract owners on any calendar quarter in which there was a financial transaction and at calendar year-end. These statements provide account information, including investment performance information and current account values by investment option. For certain employer-sponsored plans, only the plan sponsor receives these statements; individual participants do not.
This category is available only to customers with policies that have variable investment options, such as our EQUI-VEST, Accumulator and Incentive Life contracts. You will receive Prospectus updates, Semi-Annual and Annual shareholder reports of the Trusts' investment portfolios that serve as the underlying investments available under a variable life policy or annuity contract.
We will also advise you of investment option changes, managerial changes or other changes to your investment portfolios as they occur. In any of these communications we may include other important information that impacts your life or annuity contract, such as policy or contract endorsements.