Doing your taxes can be a chore. But here’s one thing that’s easy: downloading your tax forms from Prudential. Just follow these five steps:

1. Log in through the portal at the top of the page.
2. Click “View Details” for the Prudential plan for your Group Annuity benefit (there may be more than one account if you have multiple Prudential products).
3. From the menu on the left-hand side, choose “eDocuments.”
4. “Tax Forms” are the first section: Click “View/Print Prudential Tax Forms” to access your forms. For many people there’s just a 1099R Distribution form, but there may be more than one, depending on the structure of your particular benefit under the Group Annuity Contract.
5. Once you’ve downloaded your forms, click “Log out” and enjoy your day!

We want you to find the information you need as simply as possible. For requests that can’t be completed online, give us a call and we’ll be happy to help:

800-621-1089

Monday through Friday, 8 a.m. to 6 p.m. ET

The Contract that was purchased is a Group Annuity Contract issued by The Prudential Insurance Company of America (Prudential). A group annuity contract is a financial product sold by an insurance company that provides guaranteed payments for members of a group at stated intervals—for example, monthly. Payments are typically made for each recipient’s lifetime and, if applicable, for the lifetime of a survivor or beneficiary (such as a spouse) thereafter, or for a specified period.

Depending on the type of pension, annuity, or your relationship to the original payee, a different term may apply to your specific case.

• An Annuitant is the primary payee who has a guaranteed benefit under the Contract.
• A Contingent Annuitant is a person designated by the Annuitant under a Joint and Survivor form of annuity to receive annuity payments in the event of the Annuitant’s death.
• A Beneficiary is a person or entity named to receive payments after the death of the original payee, other than a Contingent Annuitant under a Joint and Survivor Annuity.
• An Alternate Payee receives a portion of the primary Annuitant’s guaranteed benefit, as directed by a Qualified Domestic Relations Order (QDRO).

The Contract Number is the unique identifying number assigned to the Contract that covers the annuity that was purchased for you. Whenever you contact us, please reference the Contract Number, as it helps us to locate your records and be more responsive to you.

To protect your privacy, Prudential does not use your Social Security number (SSN) in any correspondence we send. Instead, we create a unique, nine-digit, alphanumeric Customer Identification Number for each person (e.g. A12345678). Whenever you contact us, please reference the Customer Identification Number, as it helps us to locate your records and be more responsive to you.

Yes, Prudential does offer direct deposit to U.S. banking institutions. To start receiving or to make changes to your existing direct deposit, log in to manage your banking information.

It’s a good practice to periodically confirm that the personal information Prudential has on file for you is accurate and up to date. This is especially important if you experience a big event, like moving to a new address. Reviewing and updating your address information is easy—just follow these steps:

1. Log in in through the portal at the top of the page
2. Click “View Details” for the Prudential plan for your Group Annuity benefit (there may be more than one account if you have multiple Prudential products).
3. From the menu on the left-hand side, choose “Personal Information”.
4. You'll see the address information we currently have on file for you. To make changes or corrections, simply click “Change Home Address.”
5. Provide the updated information and click “Apply Changes.”
6. Once you're all done using the site, click “Log out” and enjoy your day!

If you need help, please give us a call at:

800-621-1089

Monday through Friday, 8 a.m. to 6 p.m. ET

You can submit your retirement annuity benefit death claim online or by calling 800-621-1089 weekdays, from 8 a.m. to 6 p.m. ET.

Verification of Income is available on your online Prudential account. To access it, simply use the login button at the top of this page. Once logged in, click "View Account Detail" under the "Quick Actions" section. From here, you can view, download, and print the Verification of Income document.

If you don’t have an online account yet, you can set one up by clicking the “Set up online access” link in the login section at the top of this page.