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Welcome to PartnerLink®
For Investment Managers,
PartnerLink®
provides online access to client annuity account
information and is designed to assist you with ongoing
administration for your clients. You may download
client quarterly statements from this application.
There is also a section where service forms may be
printed.
For Schwab Licensed Insurance
Representatives, PartnerLink®
provides you with application kits that can be forwarded
to clients.
If you've forgotten your user id or
password please contact the Annuity Service Center at
1-888-667-2145, Option 1.
Other Methods of Annuity Management
In addition to online management, you can manage clients' accounts by phone and by fax. For
phone management, call the Annuity Service Center at 1-888-667-2145, Option 1, Monday-
Friday from 5:30 am to 3:30 pm PST.
For fax management, use the forms below:
OneSource Transfer Fax Request Form
Select Transfer Fax Request Form
Requesting Online Access
Investment Managers interested in accessing client
information through this site can download the
Log-in Request Form, complete and fax it to the Annuity Service Center at
1-888-670-4836. If you have any questions, please call
Schwab's Annuity Concierge Service for Advisors at 1-888-667-2145, Option 2,
from 5:30 am to 3:30 pm PST.
You are currently on a website that is
owned and operated by Great-West Life & Annuity Insurance Company and First Great-West Life & Annuity Insurance Company.
Information on this website has been prepared by Great-West or
First Great-West. Although information was received from what
we believe to be reliable sources, Charles Schwab cannot
absolutely guarantee the accuracy or suitability for any
purpose. The Privacy Policy of Great-West and First Great-West
applies to this site and any subsequent links.
GWFS Equities, Inc. is the principal
underwriter for the Schwab OneSource Annuity ® TM (Form J444),
a flexible premium variable annuity issued by Great-West Life & Annuity Insurance Company;
Corporate Headquarters: Greenwood Village, CO.
This variable annuity is not available in all states.
GWFS Equities, Inc. is a wholly owned subsidiary of Great-West Life & Annuity Insurance Company.
In the New York State, the Schwab OneSource Annuity ® (Form J444NY)
is issued by Great-West Life & Annuity Insurance Company of New York; Home Office: White Plains, NY.
GWFS Equities, Inc. is an affiliate of Great-West Life & Annuity Insurance Company of New York.
This contract is only available in New York.
Great-West Life & Annuity Insurance Company is not licensed to do business in New York.
Charles Schwab & Co., Inc. is the selling broker-dealer and insurance agency.
These variable annuities are sold exclusively through Charles Schwab & Co., Inc.
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