Keeping tax time prep simple for your clients

Soon, we will be getting in touch with your TAL and Asteron clients to let them know when they’ll receive their annual Income Protection summaries:

• TAL clients can expect to receive their Income Protection summary by 28 July 2022. We’ll email the Income Protection summary to those who have previously provided us with their email address. Otherwise, we’ll send it via post.
• Asteron clients can expect to receive their Income Protection summary via mail by 22 July 2022

For TAL Clients: 

To help you support your clients with their TAL policy at tax time, we anticipate a copy of their annual Income Protection summary will be available for you to access on the TAL Adviser Centre (TAC) by 28 July 2022.

Log in to TAC and follow the steps below to download a copy of your TAL client’s summary:

1. Click the Search button at the top-right
2. Enter a Policy Number or search using the Policy Filter
3. Select the + icon beside client name
4. Click the View Policy link, to present the Policy Details page
5. Click the view Correspondence button to view the correspondence archive. Your client’s annual Income Protection summary will be available for download.

If you have any questions about these updates or need further support for TAC, please reach out to your Business Development Manager.

For Asteron Clients:

To help support conversations with your Asteron clients come tax time, a copy of their annual Income Protection summary is expected to be available by request via the TAL Adviser Centre (TAC) from 22 July 2022.

Log in to TAC and follow the steps below to download a copy of your Asteron client’s summary:

1. Click the Search button at the top-right
2. Enter a Policy Number or search using the Policy Filter
3. Select the + icon beside client name
4. Click the View Policy link, to present the Policy Details page
5. Click the Request Policy Documents button
6. Click the ‘Tax Document’ option and delivery preference to make your request (please allow 3 – 5 business days).

If you have any questions about these updates or need further support for TAC, please reach out to your Business Development Manager.