Tax Time Made Easy Online
Resources for you and your clients
Access Required Minimum Distribution (RMD), fair market value (FMV), and 1099R information at any time on NorthAmericanCompany.com. And, have your clients request their RMDs online (find out more below). You can also set up notifications when your clients receive communications from us.
RMD/FMV/1099
You can access all your client’s information online for RMDs, FMV letters, and 1099s.
Where?
On NorthAmericanCompany.com, under My Business/Inforce Correspondence then search on your clients’ contracts.
Request RMDs
Save time and the hassles of paper forms, have your clients request RMDs online.
How?
Visit My.NorthAmericanCompany.com, my annuities – our site will prompt your clients to select an action.