This year, Charles Schwab will be retiring the outdated PNC Bank ABA routing number, 031000053, that was issued for Schwab One accounts that activated the “Payment Features” on the account prior to March 2012. We typically recommend using Charles Schwab as the custodian for our “Do-It-Yourself” level accounts. Some additional bonus services are available for an additional charge. Basic services include asset allocation design and portfolio management. Use of this site constitutes acceptance of these Terms and Conditions.In addition to our “Comprehensive” and “Collaborative” service levels, we also offer some of our services in a “Do-It-Yourself” service level that has a lower annual fee and no minimum. ©2017 Great-West Life & Annuity Insurance Company. Putnam is affiliated with GWLA and GWLA of NY, and their subsidiaries and affiliates. Putnam mutual funds are distributed by Putnam Retail Management. Putnam funds are managed by Putnam Investment Management. are not available to the general public but are offered only to insurance company separate accounts for certain variable annuity contracts Shares of the series of Great-West Funds, Inc. The Great-West Profile Funds are managed by GWCM and may invest in other funds advised by GWCM, funds that are sub-advised by affiliated and unaffiliated sub-advisers retained by GWCM, funds that are advised by affiliated and unaffiliated investment advisers of GWCM, and in a fixed interest contract issued and guaranteed by GWL&A. Great-West Capital Management, LLC (GWCM) is the investment adviser. is its affiliate GWFS Equities, Inc., Member FINRA/SIPC. The principle underwriter of Great-West Funds, Inc. is the selling broker-dealer and insurance agency and is not affiliated with GWL&A, GWL&A of NY or GWFS Equities, Inc. In New York, the Schwab OneSource Choice Annuity TM (Form J465ny Series), Schwab Advisor Choice Annuity TM (Form J466ny Series), Schwab OneSource Annuity ® (J444NY Series), and Schwab Select Annuity ® (Form J434NY and J464NY Series) are issued by GWL&A of NY. These variable annuity contracts are not available in all states. GWL&A is not licensed to do business in New York. is the principal underwriter for the Schwab OneSource Choice Annuity TM (Form ICC14-J465/J465 Series), Schwab Advisor Choice Annuity TM (Form ICC14-J466/J466 Series), Schwab OneSource Annuity ® (Form J444 Series), and Schwab Select Annuity ® (Form J434), flexible premium variable annuity contracts issued by GWL&A. The trademarks, logos, service marks and design elements used are owned by GWL&A. Great-West Financial ® refers to products and services provided by Great-West Life & Annuity Insurance Company (GWL&A), Corporate Headquarters: Greenwood Village, CO Great-West Life & Annuity Insurance Company of New York (GWL&A of NY), Home Office: NY, NY and their subsidiaries and affiliates. An investment in a variable annuity is subject to fluctuating values of the underlying investment options, and it entails risk, including the possible loss of principal. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. Variable annuities are long-term investments and may not be suitable for all investors. GWFS Equities, Inc., or one or more of its affiliates, may receive a fee from the investment option provider for providing certain recordkeeping, distribution and administrative services. The principle underwriter is GWFS Equities, Inc., Member FINRA/ SIPC and wholly owned subsidiary of Great-West Life & Annuity Insurance Company. Unless otherwise noted: NOT FDIC, NCUA/NCUSIF INSURED | NOT A DEPOSIT | NOT GUARANTEED BY ANY BANK OR CREDIT UNION | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | FUNDS MAY LOSE VALUE | NOT A CONDITION OF ANY BANKING OR CREDIT UNION ACTIVITY Please consult with your investment advisor, attorney and/or tax advisor as needed. Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York do not offer or provide investment, fiduciary, financial, legal, or tax advice, or act in a fiduciary capacity, for any client unless explicitly described in writing. You may obtain a prospectus for the annuity and its underlying funds by calling 80 option 2. Before purchasing a variable annuity, you should carefully read the prospectus which contains the annuityâs investment objectives, risks, charges, expenses, and other information associated with the annuity and its investment options.
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