Helping your clients get ready for tax time
We will shortly be contacting your TAL and Asteron clients with information on when and how they’ll receive their Income Protection summaries:
- TAL client summaries will be either mailed or emailed to them by 27 July.
- Asteron client summaries will be mailed to them by 9 August
TAL Clients:
To support conversations with your TAL clients’ regarding tax time, a copy of their IP Summaries will be available for you to access on the TAL Adviser Centre by 27 July.
Here is how to download a copy of your TAL client’s summary once logged in to TAC:
- Click the Search button at the top-right
- Enter a Policy Number or search using the Policy Filter
- Select the + icon beside client name
- Click the View Policy link, to present the Policy Details page
- Click the view Correspondence button to view the correspondence archive. Your client’s Income Protection Summary will be available for download.
ASTERON Clients:
Asteron client Income Protection Summaries can be requested in the TAL Adviser Centre by 9 August.
Here is how to request a copy of your Asteron clients’ summary once logged in to TAC:
- Click the Search button at the top-right
- Enter a Policy Number or search using the Policy Filter
- Select the + icon beside client name
- Click the View Policy link, to present the Policy Details page
- Click the ‘Request Policy Documents’ button
- Click the ‘Tax Document’ option and delivery preference to make your request (please allow 3 – 5 business days).