Frequently asked questions

To register as a new user, you can click here to visit the Account Registration page or click on the sign in page and select the “Register Now” button located on the right to create your account.

Select the type of user, and then follow the on-screen instructions. An email will be sent to the address that you provided upon registration with a verification code that will be required during first sign in. The verification code will expire after 48 hours. After this time, you will need to request a new verification code using the Resend Code button. Click the link in the email to continue the registration process.

  • To retrieve your username, go to the Forgot Username page, you'll provide information needed to identify you to find your username, and an email will be sent to the address that you provided upon registration.
  • To reset your password, go to the Forgot Password page, where you'll provide information needed to identify you and verify your information to create a new password.                             
  • The Forgot Password page will allow you to have a verification code emailed to you to reset your password. The verification code will expire after 48 hours. After this time, you will need to request a new verification code using the Resend Code button on the Reset Password page.

Jackson VoiceGuard is a state-of-the-art voice recognition system designed to give you an enhanced level of protection when calling Jackson.  Using a normal conversation, Jackson VoiceGuard creates a voiceprint that is unique to you by using 140 different physical and behavioral traits. Once enrolled in Jackson VoiceGuard, you will be verified by the sound of your voice when you call into Jackson’s Service Center, allowing fast and secure access to your accounts. 

For more information on Jackson VoiceGuard, see our FAQ or watch this informational video.

Multi-Factor Authentication (MFA) adds another layer of security to help prevent anyone other than you from accessing your sensitive information online. This is accomplished using additional types of authentication to verify your identity when signing in to a system, such as entering a one-time authentication code sent to your phone via text or voice. MFA is now required to access If you need help setting up MFA, see these instructions or watch this enrollment video.

Please contact our Service Center at (800) 956-6550 if you have questions regarding access with Multi-Factor Authentication.

If you mark the "Remember my username" checkbox during the sign-in process, your username information will be automatically populated during future visits to the site from this device.

While entering the Authentication Code on the MFA screen, you can mark “Remember me on this device” to temporarily bypass entering a new MFA code on future visits.

To keep your information secure, these checkboxes should not be checked if you are using a shared/public device.

To remove/undo this setting, please see How do I clear my browser's cache and cookies.

After logging in, click on Profile and then click on Update Security Settings.  From that page,  click Edit to change the option you are looking to update or Set Up if you are looking to establish another option for MFA.

You can print from your browser by clicking File > Print, right- click > Print or by using Ctrl + P. 

The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law on December 29, 2022. The SECURE Act 2.0 included changes to the age at which a contract owner is required to begin taking Required Minimum Distributions (RMDs), reduced the penalty for failure to take RMDs, and changed other provisions relating to retirement account contributions and distributions. 

For more information on the SECURE Act 2.0, see our FAQ.

Yes. After you log into the website, and navigate to your Contract details page, you need to scroll down to the Names and Addresses section and click on the red box labeled Edit Contact Information.

For financial professionals, after you log into the website, navigate to Profile, then Settings, and click on Contact Information.

Please see Electronic Delivery Questions - “What Documents are Available Electronically?” 

The Dashboard page is the first screen that will appear once you have successfully signed into your account. To access additional policy details, click on your Contract Number link (bold number, with the red arrow next to it).

Some values are shown on your Dashboard page. From the Dashboard, click on the Contract Number link (bold number, with the red arrow next to it).

In order to allow us to bring you the most up to date information, contract information may not be readily available due to system updates and/or nightly cycles.

Please contact Jackson if you have any questions.

RMD values are available on the Contract Details page.

Note: To obtain RMD information for Stretch IRA or Non-Qualified Stretch contracts, please contact Jackson.

Form 1099-R, which reports taxable distributions from contracts, are generated during the last week of January.

Form 5498, which reports contributions and rollovers, are available at the end of May/beginning of June.

Form 1042-S, which reports income for foreign individuals, is not available until March 15 each year.

Note: These documents will always be mailed to the address of record and are additionally available on within the Electronic Filing Cabinet after they have been mailed.

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For best results, use a monitor supporting a resolution of 1024 x 768 pixels or higher, and make sure your resolution is set to at least 1024 x 768 pixels. As such, mobile devices (phones/tablets) may not display the website as intended. If you are experiencing issues with a mobile device, please access this site using computer. 

Slow load times can be due to a slow internet connection, not enough free disk space, the amount of RAM available, Windows registry problems, and other applications running on your system. Clearing your browser's cache and cookies can sometimes help. supports TLS 1.2 and 1.3.

Information you provide to us when filling out secure forms on our sites, as well as information we supply when you are visiting those areas, is protected while passing through the Internet using encryption technology called Transport Layer Security (TLS). Your browser will indicate when you are within a secure area of our sites by displaying a symbol, such as a locked padlock or an unbroken key.

Encryption is the conversion of electronic data into another form that cannot be easily understood except by authorized parties. The primary purpose of encryption is to protect the confidentiality of digital data stored on computer systems or transmitted via the Internet or other computer networks.

Cookies are small files used by websites to recognize you and/or keep track of your preferences during a single session or for use in future sessions. Cache is used in web browsers to improve performance by storing frequently used files on your computer. Note: Many browser manufacturers refer to cache as "browsing history."

The steps required to clear cache and cookies are specific to each browser. Please consult your browser manufacturer's documentation for detailed information.

The following resources were available as of this writing:

Browser Version Link(s)
Apple Safari Current Cache    Cookies
Google Chrome Current Cache and Cookies
Microsoft Edge Current Cache and Cookies
Mozilla Firefox Current Cache     Cookies

The steps required to allow pop-ups for a site are specific to each browser. Please consult your browser manufacturer's documentation for detailed information.

The following resources were available as of this writing:

Browser Link(s)
Apple Safari Allow pop-ups on
Google Chrome Allow pop-ups on
Mozilla Firefox Allow pop-ups on
Microsoft Edge Allow pop-ups on

RSS feeds are electronic packets of information containing various types of content, such as news, podcasts, and blog entries automatically sent to your web browser or RSS reader. People interested in a particular type of content, such as the latest Jackson financial results, products, corporate news, and service initiatives, can subscribe to RSS feeds to receive up-to-date content when it becomes available. See the Subscribe to RSS page for more information.

Electronic delivery allows you to reduce the amount of paper documents you receive by receiving email notifications that new documents are available for you to view within the Electronic Filing Cabinet on 

For contract owners, sign in to your account on the Jackson website, select Profile in the top right, then select Delivery Preferences from the menu.  You can then make changes and customize your choices for each contract you own.

For financial professionals and broker-dealers, sign in to your account on the Jackson website, click on Profile then select Contract Information from the menu.  You can then make changes and customize your choices for each producer number.

Note: You may not be able to change the delivery method for some correspondence groups because they are required to be sent via U.S. mail.

Once signed up for electronic delivery, you can view copies of correspondence by selecting the Electronic Filing Cabinet in the menu once signed in to the Jackson website.

  • Sign in to the Jackson website.
  • Click on Electronic Filing Cabinet in the top banner for owner users and the Contracts menu for Financial Professional type users to access contract correspondence.
  • Statements and Transaction Confirmations - Verification of financial transactions on your contract, including trades, transaction amounts, withdrawals, and more. 
  • Prospectuses and Reports - Important information about a fund's results, investment objectives, risks, expenses, and more. 
  • General Correspondence - Consists of customer service letters, including notification of address changes, beneficiary changes, bank changes and more.
  • Renewal Notification - Notification of your contract renewal and rates.
  • Billing information is available on the Jackson website; however, these documents are not available for electronic delivery at this time.
  • Tax forms, grace and lapse notices and other non-system-generated correspondence are available in the Filing Cabinet and are delivered via U.S. mail per Compliance regulations.

No, the same document cannot be sent in two different delivery methods. However, each document sent via mail is available in the Electronic Filing Cabinet. 

Electronic delivery is not currently available for all types of contracts.

Delivery choices can be changed at any time. 

For contract owners, sign in to the Jackson website, click Profile at the top, then select Delivery Preferences from the drop-down menu. You can make changes and customize your choices for each contract you own.

For financial professionals, once signed in, click on Contact Information.

It may take several weeks for correspondence groups to get updated for electronic delivery, while other correspondence types are updated immediately. Additionally, some annuitants are not currently able to select Electronic Delivery, courtesy copies of these documents are sent to both the annuitant and the contract owner.

Did you have a change in your email address? If we receive a returned email, you are automatically placed back on U.S. mail delivery. You will need to update your contact information and reset your delivery preference to reestablish electronic delivery for your contract.

Presently, all information from May 2007 forward is available in the Electronic Filing Cabinet. You can search by date and contract number to find a specific document.

Each time a new document is generated, a secure email notification is sent to the email address you provided. Please note, the credentials for the secure email may be different from your user information.

                                                                                                            If you still have questions, please contact (877) 565-2968.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.