Allianz Life Insurance Company of North America

I just yesterday received a response from Allianz that should correct the problem. I received a revised 1099 Form, and they promised that all future 1099 Forms will reflect  "Minnesota" (and not Arizona). Thank you for your help.

Initial Business Response /* (1000, 6, 2015/08/10) */
RE: Your Case Number: [redacted]
Complainant: [redacted]
Dear Ms. [redacted]:
Your letter dated July 28, 2015 regarding the above-referenced matter has been referred to my attention for response.
This letter will...

serve to inform you that keeping policy owner information secure and private is one of our top priorities. In compliance with state and federal privacy laws, we are required to restrict access to policy information to the policy owner. We are allowed to disclose information only as authorized in writing by the policy owner or as otherwise permitted by law. Because we have not received written authorization from the policy owner, we are sorry but we cannot provide you any information on said policy. Thus, your request for assistance will be addressed directly to the policy owner.
If a written request is received from the policy owner authorizing our company to release information concerning this policy to you, then the information requested will be provided accordingly.
If you have any further questions, please contact me directly at [redacted].
Sincerely,
Debbie [redacted], FLMI, AIRC, PCS, HIA
Customer Relations Representative
[redacted]original document attached.
Initial Consumer Rebuttal /* (2000, 8, 2015/08/21) */

(The consumer indicated he/she DID NOT accept the response from the business.)
I have contacted Mary Lou [redacted] at Allianz and am awaiting a response. So far Allianz has done nothing but stall.

(The consumer indicated he/she DID NOT accept the response from the business.)
This boiler-plate response does not address any issue we raised in our complaint. Waiting 30 more days will exceed the time allotted by the IRS to return funds to qualified plans without penalty. As such, we will LOSE...

over $45,000 of annuitization value from my annuity. That's is a large penalty to pay since it was their representative who did not tell me the truth about how Allianz handles TSA/403 B accounts.

Initial Business Response /* (1000, 5, 2015/12/28) */
The clients concerns have been resolved as of 12/18/2015.
Allianz had originally sent a check, 12/11/2015 that was not received by the client, Allianz then sent a wire 12/17/2015, that was returned from the bank. Allianz then created a manual...

check and sent it via overnight mail 12/21/2015.
Initial Consumer Rebuttal /* (2000, 7, 2016/01/07) */

Good Afternoon- The consumer has reached out to the Pennsylvania Department of Insurance who then contacted Allianz. We will review the consumers concerns and respond directly to the Pennsylvania Department of Insurance. I would ask that Ms. [redacted] reach out to the Pennsylvania Department of Insurance with any additional questions or concerns. Thank you.

I have received the consumer concerns regarding the above mentioned case #.
Unfortunately I am unable to locate a contract with the information provided.
In order to look further into the concerns I will need a contract number or social security number.
That information can be sent via fax...

to ###-###-#### if it is coming directly from the client.
[redacted]copied and pasted from email.

[redacted]corresponding documents attached.Re: Revdex.com Case Number [redacted]Dear Ms. [redacted]:Thank you for your letter dated March 16, 2016 regarding the above referenced annuity contract.Allianz Life received a withdrawal request from Ms. [redacted] on February 4, 2016.  The request was processed on the same day and the check was mailed to her address of record.  Ms. [redacted] did have the option of having the funds wired for a $20.00 fee or having the funds overnighted to her for a $15.00 fee.  Ms. [redacted] elected to have the check mailed by the United States Postal Service.  We have verified with Ms. [redacted] the address the funds were mailed to is correct.Ms. [redacted] contacted our office on February 23, 2016 advising us that she had not received the check.  The funds were wired to her account on February 24, 2016 without fee as a gesture of good faith on our part.Ms. [redacted] provided a copy of the envelope she received the check in from Allianz Life and it was stamped on February 24, 2016.  there appears to be a problem with the United States Postal Service.  We are sorry Ms. [redacted] experienced a delay in receiving her check.  However, the funds were sent from Allianz Life in a timely manner to the correct address of record.  Ms. [redacted]'s comment in her complaint to the Minnesota Better Bureau about a scam in delaying her funds is without merit.If you require any additional information, please feel free to contact me.Sincerely,Mary Lou [redacted]mlfAttachment

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me. Thank goodness that Tina got involved.  She took action, called...

me with a question, and got my wire transfer back on schedule. She safed us both from trouble.