Frequently Asked Questions
Where do I log in to my account?
If you own an Allianz policy or contract and have registered your account online, you can log into your account here.
How do I access my policy or contract online?
Complete the quick two-step registration process to access your Allianz account online. You will need to verify your name, Social Security number, and date of birth.
How do I register my account online?
If you own an Allianz policy or contract, you can register for online access.
Why should I register my account online?
By registering your account online, you will have access to contract values, statements, the ability to change allocations, and access to yearly tax statements. You will also be able to download additional service forms pertaining to your contract or policy.
What changes can I make to my account online?
When logged in to your account, you can make changes to your contract allocations and beneficiary. You can also update your address, email, username, password, or mobile phone number. You may also be able to request a withdrawal or schedule a required minimum distribution (RMD) payment stream.
What do I do if I forgot my account password?
Please complete our Forgot password form and we will email a temporary password to the email address associated with your account.
What do I do if I forgot my username?
If you forgot your username, please complete our Forgot username form and we will email your username to the email address associated with your account.
I’m a beneficiary – can I create an account online?
We do not currently allow beneficiaries to create an online account.
I own a trust – can I create an account online?
Yes. To set up a trust account online please contact website support at 800.950.3347.
How do I sign up for eDelivery?
Once you have registered your account online, you can log in to select your eDelivery preferences.
How do I submit a claim?
You can begin the claims process online or by contacting us by phone. Our Claims Information page will help you learn about the process and what information you will need to provide.
Once I’ve submitted my beneficiary claim form packet, how long will it take to process?
Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements.
Are there time limitations for filing a death claim?
Yes, if a claim isn't filed within a certain number of years it is considered unclaimed property and would be sent to the state in accordance with applicable state requirements.
If I want to elect annuitization payments to receive the death benefit, are there any time periods I need to be concerned with?
Yes, the taxation of the death benefit proceeds for annuity payments is affected by the length of time between the date of death and the date the first payment goes out.
- For tax-qualified annuities, your first annuity payment must be issued by December 31 in the year after the death to avoid potential tax penalties.
- For non-tax-qualified annuities, your first annuity payment must be made within one year from the date of death.
- If your first non-tax-qualified annuity payment is issued after one year from the date of death, the following will occur:
- We will report the entire taxable portion of the death benefit in the year in which the first payment is made. This means that although you will not have full access to the funds in a lump sum, you could have a taxable event.
- You will also need to complete Section 5 tax withholding information if you wish to elect out of federal tax withholding. If you do not elect out of withholding, an amount equal to 10% withholding of the taxable amount for federal income tax (plus any mandatory state income tax if applicable) will be withheld. The amount of income tax withheld will reduce the death benefit value dollar for dollar.
- After the taxable amount is reported to you as income, you will not be taxed on this amount again when annuity payments begin; instead, only earnings from the annuity payments will be taxable each year.
If you will receive the first payment outside of these timeframes, contact us to discuss your specific situation.
Where can I find my policy or contract statement?
First log in, then visit “Accounts.”
How do I find past statements?
Past statements on active Allianz policies and contracts are available online. Log in and then go to "Archived Statements."
Where can I find my policy or contract statement?
First log in, then visit “Accounts.”
How do I change my address and other contract information?
Address changes can be made online. Log in and go to "Personal Accounts."
Or, download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - address change
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - address change
(contracts that begin with A, D or G)
- Life insurance - address change
(policies that begin with 6 or 8)
Alternatively, you can submit the form via email, mail, or fax.
Email
Fixed annuities – fixedannuity@send.allianzlife.com
Variable annuities – variableannuity@send.allianzlife.com
Life insurance – lifeinsurance@send.allianzlife.com
Mail
Allianz Life Insurance Company of North America
PO Box 1344
Minneapolis, MN 55416-1297
Fax
Fixed annuities – 763.582.6002
Variable annuities – 763.765.7912
Life insurance – 763.582.6002
Producer Services – 763.582.6005
How do I change my account allocations?
To change your account allocation, log in and go to " Personal Accounts."
How do I change my beneficiary information?
Beneficiary changes can be made online. Log in and go to "Personal Accounts."
Or, download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - beneficiary change
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - beneficiary change
(contracts that begin with A, D or G)
- Life insurance - beneficiary change
(policies that begin with 6 or 8)
Alternatively, you can submit the form via email, mail, or fax.
Email
Fixed annuities – fixedannuity@send.allianzlife.com
Variable annuities – variableannuity@send.allianzlife.com
Life insurance – lifeinsurance@send.allianzlife.com
Mail
Allianz Life Insurance Company of North America
PO Box 1344
Minneapolis, MN 55416-1297
Fax
Fixed annuities – 763.582.6002
Variable annuities – 763.765.7912
Life insurance – 763.582.6002
Producer Services – 763.582.6005
How do I request a withdrawal from my annuity contract or life insurance policy?
Requests for a withdrawal from a fixed annuity can be made online. Log in and go to “Personal Accounts.”
Download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - withdrawal request
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - withdrawal request
(contracts that begin with A, D or G)
- Life insurance - withdrawal request
(policies that begin with 6 or 8)
Alternatively, you can submit the form via email, mail, or fax.
Email
Fixed annuities – fixedannuity@send.allianzlife.com
Variable annuities – variableannuity@send.allianzlife.com
Life insurance – lifeinsurance@send.allianzlife.com
Mail
Allianz Life Insurance Company of North America
PO Box 1344
Minneapolis, MN 55416-1297
Fax
Fixed annuities – 763.582.6002
Variable annuities – 763.765.7912
Life insurance – 763.582.6002
Producer services – 763.582.6005
How can I take the required minimum distribution (RMD) from my policy or contract?
Requests to take the required minimum distribution from a fixed annuity can be made online. Log in and go to “Personal Accounts.”
To request your RMD withdrawal, please download and complete the form associated with your contract or policy and log in to upload the completed form.
Alternatively, you can submit the form via email, fax, or mail:
Fixed annuities
Email – fixedannuity@send.allianzlife.com
Fax – 763.582.6004
Mail
PO Box 59060
Minneapolis, MN 55459-0060
Variable and index variable annuities
Email – variableannuity@send.allianzlife.com
Fax – 800.721.2708
PO Box 561
Minneapolis, MN 55440-0561
How do I find performance information for variable investment options?
Once you’ve registered your account online, you can log in and use our Price & Performance tool which provides detailed variable investment option performance.
When can I expect to receive my year-end tax statement?
We will mail Forms 1099-R and 5498 by January 31, 2020. Please allow five to seven business days to receive your statement(s) by mail. After January 31, you can check if your statements are also available online by registering or logging in to your account and going to "Current Statements." Online statements may not be available for some customers. Please note, Allianz does not issue any tax reporting on custodial IRAs or qualified plans such as pension plans, Keoghs, 401(k) plans, or defined benefit plans.
Where do I find my 1099-R tax statement?
We will mail Form 1099-R by January 31, 2020. After January 31, you can check if your statements are also available online by registering or logging in to your account and going to "Current Statements." Online statements may not be available for some customers. Please note, Allianz does not issue any tax reporting on custodial IRAs or qualified plans such as pension plans, Keoghs, 401(k) plans, or defined benefit plans.
Where do I find my 5498 tax statement?
We will mail Form 5498 by January 31, 2020. This statement will also be available online after this date. To access the form, register or log in to your account and go to "Current Statements."
Looking for a form not listed here?
Log in to find additional forms.
How do I submit forms?
Upload
Log in to your account to upload the completed form.
Email
Fixed annuities – fixedannuity@send.allianzlife.com
Variable annuities – variableannuity@send.allianzlife.com
Life insurance – lifeinsurance@send.allianzlife.com
Mail
Allianz Life Insurance Company of North America
PO Box 1344
Minneapolis, MN 55416-1297
Fax
Fixed annuities – 763.582.6002
Variable annuities – 763.765.7912
Life insurance – 763.582.6002
Producer Services – 763.582.6005
Request to Change Contract Information
You can update your address, email, and mobile phone number online. Log in or register and go to " Personal Accounts."
Or, download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - contract change
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - contract change
(contracts that begin with A, D or G)
- Life insurance - contract change
(policies that begin with 6 or 8)
Transfer Ownership and/or Change Beneficiaries
You can make beneficiary changes online. Log in and go to "Personal Accounts.”
Download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - beneficiary change
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - beneficiary change
(contracts that begin with A, D or G)
- Life insurance - beneficiary change
(policies that begin with 6 or 8)
Withdrawal Request
Download the form below associated with your contract or policy and log in to upload the completed form.
- Fixed annuity - withdrawal request
(contracts that begin with 1, 2, 3, 4, 5, or 7)
- Variable annuity - withdrawal request
(contracts that begin with A, D or G)
- Life insurance
(policies that begin with 6 or 8)
Required minimum distribution (RMD)
Download the form below associated with your contract or policy and log in to upload the completed form.
How can I verify that my financial professional is properly qualified and licensed?
Know your salesperson before you buy any financial product. Contact your state insurance department to make sure he or she is properly licensed, or go online to BrokerCheck at www.finra.org to learn more about your registered representative.
How does Allianz ensure that my best interests are protected when purchasing an annuity or life insurance?
Allianz uses disclosure documents to help inform you of the costs and benefits of each product before you buy – and that’s why we give you time to examine the product and cancel it for a full refund. We follow a variety of procedures to verify that any annuity contract or life insurance policy you buy from us meets your stated needs.
How what can I do to help protect myself from fraud?
Review your contract upon receipt to make sure it reflects the premium you paid and the benefits you purchased, as well as the correct allocations, beneficiaries, contact information, etc.
Make sure your financial institution has your correct address, email, and phone number. Your financial professional should never ask to have correspondence sent directly to his or her office or home address.
Review all statements and mailings. If there are changes to your account, make sure you requested them. Call your financial institution if you notice discrepancies.
Consider signing up for online documents to reduce the risk that paper statements will be lost or stolen in the mail. Log in to set your online document preferences.
Safeguard your passwords. Don’t write them down or share them with anyone – even your financial professional – and never email them to anyone.
Store sensitive documents in a safety deposit box or other secure location.
Shred sensitive documents when you no longer need them.
Never give out personal information in response to correspondence or a phone call you didn’t initiate.
What measures does Allianz have in place to help protect me from fraud?
To help protect you from fraud, Allianz provides periodic statements of your product’s activity. We also monitor your product for suspicious requests or transactions, and confirm any changes to your account in writing.
What can I do to help protect myself from fraud?
Review your contract upon receipt to make sure it reflects the premium you paid and the benefits you purchased, as well as the correct allocations, beneficiaries, contact information, etc.
Make sure your financial institution has your correct address, email, and phone number. Your financial professional should never ask to have correspondence sent directly to his or her office or home address.
Review all statements and mailings. If there are changes to your account, make sure you requested them. Call your financial institution if you notice discrepancies.
Consider signing up for online documents to reduce the risk that paper statements will be lost or stolen in the mail. Log in to set your online document preferences.
Safeguard your passwords. Don’t write them down or share them with anyone – even your financial professional – and never email them to anyone.
Store sensitive documents in a safety deposit box or other secure location.
Shred sensitive documents when you no longer need them.
Never give out personal information in response to correspondence or a phone call you didn’t initiate.
