1099-I and 1099-R tax forms are sent out by January 31st and will include important tax information about any withdrawals you have taken in the previous tax year.
5498 tax forms are informational only and are sent out by May 31st each year only on tax qualified IRA’s.
When can I reallocate funds?
What accounts should I allocate into?
We are not able to advise you. You will need to speak with an agent or financial advisor.
Do I have any penalty free funds available for withdrawal?
How is my bonus vested?
Your entire bonus is not vested until the end of the 10 year contract period.
What is the death benefit?
The death benefit is the same as the vested value as of the date of death.
How does the income rider work?
What is the amount of income I can get?
You will need to call us to get the amount of income available to you.
What is the roll up rate?
Your roll up rate is contract specific. Please call us for your information or it is available in your policy.
ATLANTIC COAST LIFE INSURANCE COMPANY IS A MEMBER OF THE A-CAP FAMILY