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As the COVID-19 pandemic progresses, the health and wellness of our customers, business partners and employees continues to be our chief concern.

Today, nearly all of our employees are successfully working remotely to provide distance between themselves and their colleagues. We are pleased to report that our operations are functioning normally, even under these challenging conditions.

 

Continuing your business with Symetra


Client interaction

Symetra supports the CDC’s recommendations for social distancing and using alternative means to meet with clients, including telephone and video conferencing.


New business processing

The following options are available for submitting new applications:


Fax:
1-866-532-1359
Fax (Income Annuities Only): 1-800-399-0527

Standard mail:
P.O. Box 35154
Nashville, TN 37230-5154

Overnight mail:
100 Centerview Drive, Suite 100
Nashville, TN 37214-3439

Email: PendingBusinessAlert@symetra.com
*Please note: This option is only available if we have established a secure method of data transfer, such as TLS (transport layer security). Questions about TLS should be directed to [contact name, email and/or phone number].


Not in good order (NIGO) resolutions

Symetra will review new business paperwork for “in good order” requirements. If it is determined to be NIGO, Symetra will email the financial professional via Adobe Sign.

Adobe Sign will allow you to make necessary updates electronically, and deliver documents to clients for validation and electronic signature. Clients will return the updated documents to you to sign and return to Symetra for final processing.


In-force processing

To electronically submit in-force transaction requests, email Priority.Service@symetra.com.

*Please note: This option is available if we have established a secure method of data transfer, such as TLS (transport layer security). Questions about TLS should be directed to [contact name, email and/or phone number].


e-Signature capabilities

In addition to NIGO resolutions, Symetra is expanding our support of electronically signed business to include new business applications and some in-force transactions.

To implement an eSignature solution, we request a description of your firm’s eSignature authentication process and confirmation of the ability to provide geolocation metadata or form of completion certification. Symetra’s approved eSignature vendors include DocuSign, eSignlive/OneSpan, SIGNiX, Firelight, Topaz, Adobe and Alpha Trust.

Note: We may also need to amend your selling agreement with our standard eSignature amendment.

 


Annuities are issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004 and are not available in all U.S. state or any U.S. territory.

In New York annuities are issued by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address is P.O. Box 34690, Seattle, WA 98124.

Symetra Life Insurance Company is a direct subsidiary of Symetra Financial Corporation. First Symetra National Life Insurance Company of New York is a direct subsidiary of Symetra Life Insurance Company and is an indirect subsidiary of Symetra Financial Corporation (collectively, “Symetra”). Neither Symetra Financial Corporation nor Symetra Life Insurance Company solicits business in the state of New York and they are not authorized to do so. Each company is responsible for its own financial obligations.

Guarantees and benefits are subject to the claims-paying ability of the issuing life insurance company.

We are here for you
You can continue to reach our sales and operations teams during normal business hours. Our work-from-home practices are well-established, and you will continue to receive the same level of support you have come to expect from Symetra.

 

CONTACT US
Symetra Retirement Sales Desk
Monday through Friday
6 a.m. to 5 p.m. PT
1-800-706-0700
invest@symetra.com