Important Notice 1099INT Forms We have been receiving a number of phone calls regarding the 1099INT Forms that were sent out recently. If you receive any of these calls, we want you to be aware of how they are being handled so you can provide some answers if necessary:  We sent 1099INT Forms out for all policies that had dividend interest regardless of the amount. Back-up withholding will show if we don’t have a certified Social Security number. This can be alleviated next year, if we are able to obtain a certified Social Security number with a W9. The amount shown in the box for interest earned will not match the annual statement they received. Annual statements are based on anniversary to anniversary while the tax forms are based on interest earned from January 1 to December 31 each year.

W9 Form

Unrelated to taxes, I want to share that there are still some legacy Western Fraternal Life Policies that are either suspended or not billing correctly. We are working diligently with our IT Department to get these fixed. While we are working out the details, please let your members know that we will work with them to get these policies paid current once we are able. We will notify agents and members upon correction.

As always, if you have any questions or experience any issues, please feel free to contact the Member Services Team.

Michelle Maffet  Vice President, Member Services  608-824-6053 Email us at memberservice@betterlifeins.com or call 608-833-1936 or 800-779-1936 for assistance.

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