About Talcott Resolution's Annuity Electronic Document Delivery ("eDelivery") Program
What annuity documents are available for electronic delivery?
Documents such as statements of account, renewal notifications, financial confirmations and most non-financial confirmations are available for eDelivery. Hyperlinks to regulatory documents such as product and fund prospectuses and supplements, separate account financial statements and fund company shareholder reports can also be delivered electronically.
Confirmation of an address change will continue to be mailed to your old and new mailing addresses.
Does it cost anything to sign up?
There is no charge for Talcott Resolution’s eDelivery service.
How does eDelivery work?
Annuity contract documents that are available for eDelivery will no longer be sent to your mailing address. Instead you will receive an email notifying you that your documents are available.
What if I want to cancel eDelivery and go back to receiving paper documents?
You are able to go back to having your paper documents delivered by mail at any time. There are two ways to cancel eDelivery service:
Log in to your contract on the Annuity Service Center. Select the "Manage Contract" tab, then under the “Personal information” section, select "Document Delivery Preference" and update your preference. If you aren’t already registered for online access to your contract, you must first register (see "How do I register for online access to my annuity contract?").
Call our Annuity Contact Center at 1-800-862-6668 and ask to cancel the eDelivery service and revert back to paper delivery.
Can I choose which types of documents I want in paper form and which I’d like electronically?
At this time, Talcott Resolution's eDelivery service does not allow you to choose document preferences. When you sign up for eDelivery, you will receive all available documents electronically.
How will I know when my statements and confirmations are available?
You will receive an email from "Talcott Resolution" with either an attachment or a link to your PDF document.
What if I lose, misplace, or delete the email with the electronic document?
All documents that are available via eDelivery are also available on our website. To access your regulatory documents, go to https://www.talcottresolution.com/resources.html and select "Annuity Regulatory Documents". Then select the appropriate link for your annuity product.
Statements of account, financial and non-financial confirmations, and fixed renewal notifications are available after logging in to your Annuity Service Center account. Once you have logged in, select the “Online Documents” tab and you will find all of your available documents. If you aren’t already registered for online access to your contract, you must first register (see "How do I register for online access to my annuity contract?").
If you are having trouble locating a contract document, please call our Annuity Contact Center at 1-800-862-6668 and a representative will assist you.
What happens if I don’t receive a document I was expecting?
There are many reasons why a document may not be delivered through email; such as
- Incorrect email address
- Full email inbox
- Cancelation of the eDelivery service
- The document that you are expecting may not be available for eDelivery
- Your transaction request was unable to be processed
If you have questions regarding a document you were expecting to receive via email, call our Annuity Contact Center at 1-800-862-6668 and a representative will assist you.
Enrollment
How do I sign up for Talcott Resolution's Electronic Document Delivery ("eDelivery") Service?
There are two ways to enroll in Talcott Resolution's eDelivery service. Please keep in mind that you must have a valid and functioning email address:
Select "Sign Up Now" from Talcott Resolution Customer Service email that invites you to enroll in Talcott Resolution's eDelivery service. Please review the Terms and Conditions prior to making your election.
- Log in to Annuity Service Center to access your contract and select the "Manage Contract" tab. Under the “Personal information” section, select "Document Delivery Preference" and update your preference.
How do I register for online access to my annuity contract?
Visit Annuity Service Center and select "Register" button. From the new window that opens, select the appropriate registration type and follow the prompts. You will need your annuity contract number, the last four digits of your social security number and date of birth to register.
What types of annuities do not allow enrollment in eDelivery?
Trust owned, custodian owned, Union Securities contracts and Employer Owned plans.
When will my eDelivery start?
An email will be issued to you to confirm that you have successfully signed up for eDelivery. All future documents available for eDelivery will be emailed to you.
How do I update my email address?
There are two ways to update your email address for your annuity contract.
Log in to Annuity Service Center to access your account and select "Contract Information" from the "Manage Contract" tab to update your email address.
Call our Annuity Contact Center at 1-800-862-6668 and provide your updated email address.
What happens if I change my email address?
A confirmation notice will be sent to your new email address when your update is processed at Talcott Resolution. All future electronic documents will be sent to your new email address.
How do I make sure my computer will accept eDelivery from Talcott Resolution?
If you have anti-spamming software on your computer, you should be sure that edelivery.customerservice@sfmc.talcottresolution.com and TalcottResolution@investordelivery.com are listed as accepted senders. If you experience difficulties, you can call our Annuity Contact Center at 1-800-862-6668.
Accessing Your Documents
How do I open a document attachment?
With the email open, double-click the PDF document that is attached. You will be prompted to enter a password consisting of your birth month, birth year and your social security number. The email provides specific instructions for you to follow to enter your information. Below is an illustration of how to enter your password to open your document.
Double-click the PDF document attachment and the password prompt below will appear:
Determine your birth month, your birth year, and your social security number password components and enter them into the password-prompt screen.
Do I need any special software to access my documents electronically?
You’ll need Adobe Reader to view files in a PDF format. If you don’t already have it on your computer, you can download the software free from the Adobe website at:
http://get.adobe.com/reader/.
How does the password needed to open a document differ from my other online Annuity Service Center passwords?
The password required to open your secure PDF documents is separate and distinct from the Annuity Service Center User ID and password.
The password instructions for opening the-Delivery document are always included with the message. The User ID and Password required to access your account on the website were created by you when you registered.
Can I print copies of my documents?
Yes. Once you open your document it can be printed from your local printer.
Can I save my document for my personal records for future reference?
Yes. The PDF document attachments can be saved to your personal computer or storage device. Please note that the password-protection will remain on the PDF document indefinitely. We recommend that you save the password instructions provided in the document delivery notice email.
Can I see a copy of my annuity documents online?
Yes. Documents available through eDelivery are also available on Talcott Resolution's Annuity Service Center website.
To access your regulatory documents go to https://www.talcottresolution.com/resources.html and select "Annuity Regulatory Documents". Then select the appropriate link for your annuity product.
Statements of account, financial and non-financial confirmations, and fixed renewal notifications are available after logging in to your Annuity Service Center account. Once you have logged in, select the “Online Documents” tab and you will find all of your available documents. If you aren’t already registered for online access to your contract, you must first register (see "How do I register for online access to my annuity contract?").
If you are having trouble locating a contract document, please call our Annuity Contact Center at 1-800-862-6668 and a representative will assist you.
What would an electronic document look like?
The data appearing on paper document copies and electronic document copies will be identical. There may be some differences with fonts and images. All documents emailed to you through eDelivery will be PDFs. You need Adobe Reader to view files in PDF format. If you don’t already have it on your computer, you can download the software free from the Adobe website at: http://get.adobe.com/reader/.
Do I need to enter the password anytime I access my secure document - even if I saved it to my computer?
Yes. This is an additional safeguard to protect your important annuity contract information. We recommend saving the password instructions for future reference.
SECURITY:
Could someone using my computer have access to my personal annuity documents?
Each document is emailed to you as a secure attachment along with instructions for an individualized password that allows you to open the document.
How does Talcott Resolution ensure the security of my contract?
Documents that are transactional and pertain to your personal annuity contract are secured with an individualized password only you would know.
At the bottom of each communication to you is a link to our Privacy Policy , which provides more information about how your account is secured.
