Menu Prudential Financial Search Log in Help and Support Find a Financial Professional Retirement Life Insurance Annuities Mutual Funds Group Insurance Online Account Access Voice Biometrics Contact us Retirement Tax-Related When will my tax form be available online? How can I access my tax form? Can I have my tax form mailed to me? I received a tax form I don't understand. What does it mean? Why did I receive a Form 1099-R? Is a Required Minimum Distribution (RMD) taxable? Have more tax-related questions? CARES Act What is the CARES Act? I’ve heard the CARES Act allowed me to take an early withdrawal or loan from my retirement account. Is that true? I took money out of my retirement account during the pandemic. What options do I have now? How do I repay my Coronavirus-Related Distribution (CRD) withdrawal? Why did my automatic Required Minimum Distribution (RMD) payments stop? I made changes to my investments because of market volatility. What should I do now? Still have CARES Act-related questions? Withdrawals and Loans Can I take a loan from my account? Am I eligible to take a withdrawal from my account? How do I take a withdrawal from my account? What is a Required Minimum Distribution (RMD)? What is a Hardship Withdrawal, and do I have the option to take one? If I take a loan from my retirement account, does it go on my credit report? Can I pay off my loans with a credit or debit card? My loan defaulted. What happens now? What is the status of my withdrawal/loan? How long does it take to receive my check? I need money from my retirement account now. What options do I have? Still have questions related to loans and withdrawals? Employment Status Questions I changed my employer; how long does it take to update my status on my account? I have left my employer and I have a loan. Can I still pay it back? When I leave my employer, how quickly can I close my account? How do I report an employment status change? What should I do with my money that is in a retirement account with an old employer? Still have questions regarding Employment Status? Account Maintenance How do I update my mailing address on my account? How do I change my name on my account? How often can I change my contribution rate? What is the difference between Pre-tax, Roth, and After-tax contributions? On My Fact Sheet there’s a box – Important Information Regarding Beneficiary Designation. Why do I need to complete your Beneficiary Designation Form? I currently receive my pension benefit through direct deposit. Will Prudential continue that? Can I close my account? Still have questions related to Account Maintenance? Life Insurance General How do I file a death claim? How do I get information about my policy values? How do I take a loan out against my Prudential policy? How do I change my personal information (i.e., address, phone number, email)? How do I change my Beneficiary? Where can I find an agent after moving to another state? How do I request a policy search? What do I do if I've lost my policy? How can I contact a Customer Service Representative about my insurance policy? How can I check the status of a death claim? Can I service my policy online? Can I make an online payment to my life insurance policy? Can I schedule a premium payment for a future date? What if I want to change my current premium payment mode? What's the date on my last premium payment? I need a new coupon book for my policy; how do I get one? How can I reinstate a lapsed policy? Tax Related Where can I get a copy of my tax forms? Why did I get a tax form this year? Why did I receive a Form 1099-INT? Why did I receive a Form 1099-R? What does the distribution code on my 1099-R tax form mean? What is the difference between a Form 1099-INT and a Form 1099-R? Annuities General Account Information Where can I find account statements and other contract documents? Where can I find commonly used forms, such as a beneficiary change form or an Electronic Funds Transfer (EFT) registration form? Withdrawals Who may withdraw funds from my annuity contract? Will Prudential withhold income taxes from my withdrawal? Can Prudential automatically deposit the funds into my bank account? How long does it take to receive my funds? How can I confirm that Prudential processed my withdrawal request? Can I submit completed forms to Prudential electronically (i.e., online or through email) instead of by mail? What is a cash surrender charge and how do I know if it applies to my transaction? What is a Required Minimum Distribution (RMD)? Account Maintenance How do I update the beneficiary arrangement on my annuity contract? How do I change my contact information (e.g., mailing address, phone number, email address, etc.)? How can I request a copy of account correspondence, such as statements and transaction confirmations? Reallocations How do I make a trade in my variable annuity? I’m worried about market volatility. What can l do to make sure my assets are safe? Tax Related Are there any limitations to the number of IRA rollovers in a 12 month period? What tax forms are most frequently produced by Prudential Annuities, and what do they report? Will I receive a 1099-R Form from Prudential for this tax year? Example of 1099-R Form What does the distribution code on the 1099-R Form mean? What are the contribution limits for Traditional IRAs and Roth IRAs for Tax Years 2020 and 2021? What is the contribution deadline for Tax Year 2020? If my contract is owned by a trust and is not subject to 72(u), why was the Form 1099-R coded with a 1 in box 7 when I'm over 59? Why wasn't my Form 1099-R coded as a disability payment? Why is my entire distribution taxable? Why is box 2b "Taxable amount not determined" checked on my 1099-R? Why does my Form 1099-R show such a high taxable amount compared to my cost basis? Why did I receive tax Form 1099-R if I converted my IRA into a Roth IRA? Why did I receive tax Form 1099-R when I received these funds as a Death Claim? What tax forms are available to be imported into TurboTax or H&R Block software? Mutual Funds Access to all FAQs Access our FAQs search engine for Mutual Funds. Group Insurance Employer/Producer Why select The Rock®? Where can I find more information about Prudential Group Insurance products and services? Where can I find information on The Prudential Insurance Company of America's (Prudential's) financial performance? Does Prudential sell group health coverage? How can I find out about other Prudential group or individual products? What are Prudential's current financial and claims paying ability ratings according to the major ratings agencies? How do I get more information? Employees Where can I find information about converting my group insurance policy to a life insurance policy? When can I enroll? Will I need to take a medical exam or answer medical questions? Why select The Rock®? How will I know if I'm eligible to participate? Where can I find Group Variable Universal Life fund prospectuses? Still Need Help? Online Account Access Usage and Security How is my information secured? What are "cookies" and why must I accept them on your site? Will I be able to access my Prudential securities account in the event of a fire, blackout, or some other emergency? Mutual Funds, Retirement & Annuities or Insurance Policies How do I sign up for Account Access? What if I forgot my password or want to change my password for Account Access? How do I log in to view Account Access? How do I log off from Account Access? What products and services are available with Account Access? Pruco COMMAND or Investor Access Online How do I log in to view Access Online? What if I forgot my password or want to change my password for Online Account Access? How do I log off from Access Online? How do I sign-up for Access Online? Which Internet browser should I use to best view Online Account Access? What products and services are available with Access Online? Voice Biometrics Biometrics What is Prudential Voice? How does Prudential Voice work? Is Prudential Voice secure? What if I have a cold? What happens if it doesn’t work? I enrolled in Prudential Voice so why are you still asking security questions? What if I decide not to enroll? What if I enroll in Prudential Voice but decide I don’t want to keep it? Contact us Contact us Still Need Help? Follow us on: Facebook page opens in a new window Linkedin page opens in a new window Instagram page opens in a new window Youtube page opens in a new window Twitter page opens in a new window Pinterest page opens in a new window Help Report Fraud Terms & Conditions Privacy Center Accessibility NY - Domestic Violence Notice Business Integrity Sitemap Check the background of this firm on FINRA's BrokerCheck opens in a new window AdChoices opens in a new window Assurance IQ, LLC a wholly-owned subsidiary of Prudential Financial, Inc. ("Prudential") matches buyers with products such as life and health insurance and auto insurance, enabling them to make purchases online or through an agent. Neither Prudential Financial, Inc. nor Assurance IQ issues, underwrites, or administers health plans or health insurance policies. Life Insurance and Annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), located in Newark, NJ (main office), or by Prudential Annuities Life Assurance Corporation (except in NY) located in Shelton, CT. (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential Annuities is a business of Prudential Financial, Inc. Group Insurance coverages are issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ LINK by Prudential is an umbrella marketing name for various subsidiaries of The Prudential Insurance Company of America. Investment advisory products and services of LINK by Prudential are made available through Pruco Securities, LLC, (sometimes referred to as “Pruco”) doing business as Prudential Financial Planning Services, pursuant to separate agreement. Prudential LINK and LINK by Prudential occasionally may be referred to as LINK. Where LINK by Prudential is made available in connection with certain Financial Wellness products, access is made available through Prudential Workplace Solutions Group Services (“PWSGS”). PWSGS provides access to a number of Financial Wellness products, services, seminars and tools offered by PWSGS, its affiliates or third parties. PWSGS is a subsidiary of Prudential PWSGS is not a licensed insurance company, does not provide insurance products or services and does not provide financial, investment or other advice. Individuals should consult appropriate professionals when making financial, investment and tax decisions. Virtual Advisors may provide investment advisory services that are limited in scope and do not constitute comprehensive financial planning. This web page is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional. Prudential Financial, its affiliates, and their financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. In providing this information, neither Prudential nor any of its affiliates or financial professionals is acting as your ERISA fiduciary. Prudential LINK financial representatives currently offer a more limited range of insurance and annuity products (“insurance products”) compared to the range of insurance products offered through other Prudential distribution channels. For additional important information about the products, services and companies that make them available, please click here.* Opens in new window This website is for U.S. persons Opens in new window only and may not be approved in all states. Information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States, where such use would be prohibited or otherwise regulated. Securities and Insurance Products: Certain securities products and services are offered through Pruco Securities, LLC and Prudential Investment Management Services, LLC, both members SIPC Opens in a new window and located in Newark, NJ, or Prudential Annuities Distributors, Inc., located in Shelton, CT. See Statement of Financial Condition PDF Opens in a new window for Prudential Investment Management Services, LLC. Investing in securities involves risk, and there is always the potential of losing money. Asset allocation and rebalancing do not ensure a profit or guarantee against loss. You should consider the features of the contract and/or the underlying portfolios’ investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information are contained in the prospectus. Please read the prospectus carefully before investing or sending money. Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate. All references to income certainty and guarantees, including optional benefits, are backed by the claims-paying ability of the issuing company and do not apply to the underlying investment options. Projections generated regarding likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results derived from various “what if” scenarios for your financial life may not reflect the actual costs or amounts ultimately needed to fund specific life events. Prudential and its affiliates are not liable for use of the LINK by Prudential experience. Learn more about our Methodology Opens in a new window . Prudential, the Prudential logo, the Rock Symbol, Bring Your Challenges, Prudential LINK and LINK by Prudential are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. "Prudential Advisors" is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential Financial is not affiliated in any manner with Prudential plc, an international group incorporated in the United Kingdom or the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom. By using this website, you agree that you have read and agree to our Terms and Conditions. Template: 1000797-00009-00 © 2021 Prudential Financial, Inc. and its related entities.