Frequently Asked Questions
If you own an Allianz policy or contract and have registered your account online, you can log into your account here.
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.
If you own an Allianz policy or contract, you can register for online access.
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.
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.
Please complete our Forgot password form and we will email a temporary password to the email address associated with your account.
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.
We do not currently allow beneficiaries to create an online account.
Yes. To set up a trust account online please contact website support at 800.950.3347.
Once you have registered your account online, you can log in to select your eDelivery preferences.
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.
Upon receipt of the required documents, we will process your claim within 10 business days or within the applicable state requirements.
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.
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.
First log in, then visit “Accounts.”
Past statements on active Allianz policies and contracts are available online. Log in and then go to "Archived Statements."
First log in, then click on the policy or contract number(s) displayed under "My Account."
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
To change your account allocation, log in and go to " Personal Accounts."
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
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
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
Once you’ve registered your account online, you can log in and use our Price & Performance tool which provides detailed variable investment option performance.
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.
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.
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."
Log in to find additional 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
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)
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)
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)
Download the form below associated with your contract or policy and log in to upload the completed form.
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.
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.
Insurance fraud can be broadly defined as an intentional act or omission undertaken to gain unjustified or unlawful benefits and advantages. There are some steps you can take to help prevent this from happening to you:
- 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.
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.
