Athene annuity my account

    • [PDF File]Understand Your Retirement Benefits - Athene

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      [Withdrawals before age 59½ may also be subject to a 10% tax penalty.] [Withdrawals from a Roth account are income tax free after the Roth account has been open for five tax years and if you are over age 59½, disabled or have died. Withdrawals of contributions from a Roth account are income tax free.] You can lose money by investing in ...


    • [PDF File]How does ERISA Apply to Annuities?

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      457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment under the Inter-nal Revenue Code. I pointed out that there was not space to address the Employee Retirement Income Security Act of 1974 (ERISA), which is the key law governing the design and operation of employer-based retirement plans.


    • [PDF File]Required Minimum Distribution (RMD) Request

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      and in such manner as to afford Athene and the Depository a reasonable opportunity to act on the notification, (2) the date of transfer is when the funds are removed from my contract, not the date the funds are posted into my bank account (It may take 2-3 business days for funds to transfer). 3.


    • [PDF File]Athene Accent Accumulator Index Annuity Brochure

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      * Athene Annuity and Life Company, West Des Moines, Iowa, issues annuities in all states except New York. Athene Annuity & Life Assurance Company of New York, Nyack, N.Y., is licensed to do business in the state of New York. The individual subsidiary insurance company is responsible for meeting its ongoing insurance policy and 2 contract ...


    • [PDF File]ATHENE ANNUITY HOW TO ACCESS YOUR ACCOUNT ONLINE (Create ...

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      ATHENE ANNUITY – HOW TO ACCESS YOUR ACCOUNT ONLINE (Create an account) 1. Go to CUSTOMER LOGIN on the top right hand side of the page. 2. Next you will select SIGN UP on the right hand side of the webpage. 3. You will then be prompted to enter your SSN. Once this is done, click Next.


    • [PDF File]Your 2018 Benefits Overview - Athene

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      statement on Form S-8 of Athene Holding Ltd. (“Athene”) filed with the Securities and Exchange Commission on July 19, 2017. Investing in Athene’s common shares involves risk, including risk of loss. Please see the prospectus and documents incorporated by reference therein for a description of the risks involved in making such an investment.


    • [PDF File]ATHENE Benefi t 10 SM Fixed Index Annuity with Enhanced ...

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      or upper limit on the interest rate that is credited to the indexed account because Athene Annuity protects you from earning a negative interest rate.) Simply put, ATHENE Benefi t 10 with the Enhanced Benefi t Rider offers you tax-deferred growth while saving for retirement and gives you guaranteed lifetime income to spend during your retirement.


    • [PDF File]Quick Reference Guide - Annuity Educator

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      Fixed Account with 1-Year Guarantee ... Athene Annuity and Life Company’s products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of


    • 1035 EXCHANGE / ROLLOVER / TRANSFER eFORM

      the TSA/403(b) (annuity contract) or 403(b)(7) (custodial account) identified in Section 1 of this form to a TSA/403(b) (annuity contract) established on my behalf by the receiving company. I hereby agree to surrender my interest as indicated above and authorize the receiving


    • [PDF File]Athene.com Mail or fax completed form to

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      Liquidate $ of my account. Liquidate % of my account. Transfer funds immediately. Transfer funds on _____. I hereby absolutely assign all of my rights, title and interest in and to the above referenced contract to Athene Annuity and Life Company or Athene Annuity & Life Assurance Company of New York including, but not limited to, the right to ...


    • [PDF File]Frequently Asked Questions

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      account each month may experience a delay of several days if the EFT occurs during the blackout period. ... Checks should continue to be payable to Athene Annuity and Life Company until such time that you are ... After January 1, 2016, you will no longer have online access for this policy on My Athene. If you have questions after January 11, 2016,



    • [PDF File]How to make changes to your annuity income - TIAA

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      that your annuity’s balance will be reduced by the income payments you receive, independent of the annuity’s performance. Income Test Drive income payments are based on the annuitization of the amount in the account, period (minimum of 10 years) and other factors chosen by the participant.


    • [PDF File]Athene Product Training - LifeBrokers

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      Athene Product Course RegEd Product Code / Login BalancedChoice® Annuity Elevate Athene_2016El e Athene BCA 6, 8, 10 BCA6810_2019 Athene BCA 6, 8, 10, 12 BCA681012_2019 Athene Velocity Velocity_2019 Athene Benefit 10 B10_2014 Athene MaxRate® MaxRate_2017 Athene MaxRate® NY MaxRateNY_2017 Athene MYG MYG_2016


    • [PDF File]James J. Bante Director - NCRO

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      11. If Athene took over my monthly payments starting March 1, 2018, will my annuity certificate have the same date? No. Your annuity certificate will be effective January 1, 2018, the date Athene assumed financial responsibility for benefit payments. However, Athene will begin administering payments on March 1, 2018. 12.


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