Annuity Contributions Made Easy

Follow just a few simple steps to set up your account:

Log Into Your Account

Enter Your Contributions

You are presented with:

• Maximum contribution limit

• Contributions year to date

• Balance of allowable contributions

You may:

Enter the amount of your contribution

• Select “Make A Payment” from the “Choose an Option” dropdown next to your policy or contract

• From Consolidated Summary, click your policy number

• Then click on the “Online Payment” link

- OR -

GE - 29228 (9/04)

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The EQAccess screens are samples only and do not refl ect actual accounts.

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EQAccess Online Payments for Clients: Quick Reference Card

Review and Submit

Print Your Receipt

• Review or edit payments

Edit bank information

• Submit the information

• You can make changes up until 4PM (Eastern) that business day.

• Your policy/contract will be credited effective the day of your submission

The EQAccess screens are samples only and do not refl ect actual accounts.

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Save Your Bank Information• Enter your name (Note: For Joint

accounts, enter only one name)

• Enter your ABA routing number located in the lower left corner of your check

• Enter your account number, the number to the right of your ABA number

If you would like to save your banking information and avoid re-entering for future transactions, click “save”.

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EQAccess Online Payments for Clients: Quick Reference Card