As we near the end of 2022, please be aware of the following upcoming dates and deadlines that could impact you and your clients.

Important year-end dates to note:

• December 15:
  • Last day to submit distribution requests to ensure processing in 2022.
• December 20:
  • Pending fixed indexed annuity (FIA) applications must be funded and in good order to be processed and issued in 2022.
• December 26, 27 & 30:
  • F&G offices closed for the holidays.
• December 29:
  • Pending multi-year guaranteed annuity (MYGA) applications must be funded and in good order to be processed and issued in 2022.

A few business rules to be aware of:

• Contributions received on or before December 31, 2022 will be processed as 2022 contributions.
  
  
• Contributions received on or after January 1, 2023 (including amounts postmarked in 2022) will be processed as 2023 contributions unless they include either of the following:
  
  • Intended contribution year specified in the memo section on the check.
  • Intended contribution year included in the letter of intent.

• If we receive a contribution in 2023 that is properly designated as a 2022 contribution, that designation is final.

• SEP funds are posted for the year in which we receive them.

Please note that we may require policyholders to submit excess contribution forms should they notice later that contributions are for the incorrect tax year.

Questions? Please contact us at 800.445.6758, or visit SalesLink^®. 

 For financial professional use only. Not for use with the general public.

“F&G” is the marketing name for Fidelity & Guaranty Life Insurance Company issuing insurance in the United States outside of New York. Life insurance and annuities issued by Fidelity & Guaranty Life Insurance Company, Des Moines, IA.

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