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Why did I receive a Form 1099 from Pacific Guardian Life Insurance Co., Ltd. (PGL) or Pacific Guardian Insurance Services, LLC (PGIS)?
PGL and PGIS (a wholly owned subsidiary of PGL) will send you a Form 1099 if you received interest on death benefits under an Individual Life or a Group Life insurance policy issued by PGL. We will also send you a Form 1099 if you have a cash value policy and experienced a taxable event, such as a gain on a policy surrender/partial withdrawal or a policy loan under certain circumstances.
COVID-19: As we continue to navigate through this unprecedented time, PGL is committed to flattening the curve. The health and safety of our policyholders, employees, agents and brokers remain our #1 priority. While all in-person servicing (i.e. office appointments and check pick-ups) at our Home Office in Honolulu (1440 Kapiolani Boulevard) continue to be temporarily suspended, our customer service center is available to assist you via virtual office appointments (using Microsoft Teams), digital and/or phone communications during our regular business hours, 8:00 AM – 5:00 PM (HST), Monday – Friday.
Due to high call volumes, wait times may be longer than usual. We thank you in advance for your patience.