© GetHuman Inc.

Annuity Transfers Customer FAQ

Top Answers & How-to Guides

What is Annuity Transfers's Phone Number?

The question we are asked most often is about how to talk to Annuity Transfers customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.
Ask any question you have about Annuity Transfers customer service, get an answer now.
Contact Annuity Transfers customer service

Recent Annuity Transfers Customer Questions

Help me with my Annuity Transfers customer service issue

Annuity Transfer Basics

Is there a minimum amount required for a transfer?

Annuity Transfers does not set a universal minimum amount for transfers, as this can depend on the specific annuity type and...
Read more

Are there any restrictions on annuity transfers?

Annuity transfers may face various restrictions such as surrender charges, lock-in periods, and limitations based on the...
Read more

What types of annuities can be transferred?

Annuity Transfers deals primarily with fixed, variable, and indexed annuities for transfers, each with unique features. It is...
Read more

What is an annuity transfer?

An annuity transfer involves moving rights to payments from one annuity to another, often for improved options or better...
Read more

Fees and Payments

How is the value of my annuity determined during the transfer?

The valuation of an annuity during a transfer is based on various elements such as market conditions, the contract's specifics,...
Read more

Are there fees associated with transferring annuities?

Transferring annuities typically incurs various fees, including surrender charges and administrative costs, which may differ...
Read more

Will my payments change after the transfer?

The changes in your payments after an annuity transfer depend on the new contract's terms and the transfer specifics. Factors...
Read more

Transfer Process

Can I transfer an annuity that is in payout status?

Transferring an annuity that is in payout status can be complicated and depends on the terms of your contract and the insurer's...
Read more

How long does the transfer process take?

The duration of an annuity transfer can range from a few weeks to a couple of months due to factors such as types of annuities,...
Read more

What should I do if my annuity provider won't cooperate?

If your annuity provider is uncooperative, begin by identifying the issue and reviewing your annuity contract for relevant...
Read more

Initiating Transfers

What information do I need to provide for a transfer?

When planning to transfer an annuity, individuals must provide information about their current annuity provider, including the...
Read more

Can I complete a transfer online?

Annuity Transfers generally provides online options to process transfers, though procedures vary based on individual...
Read more

How can I initiate an annuity transfer?

To initiate an annuity transfer, one should collect details about the existing annuity, confirm its transfer eligibility, and...
Read more

Tax and Beneficiary Issues

What are the tax implications of transferring an annuity?

The tax consequences of transferring an annuity depend on factors like the annuity type and transfer method. A direct transfer...
Read more

Can I transfer an annuity to a different beneficiary?

Changing a beneficiary on an annuity may not be easy, as it depends on the contract terms set by the issuing insurance company....
Read more
Was this page helpful?YesNeeds work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!