Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Annuity Payment via

direct deposit

Whether you’re looking for answers to your questions, necessary forms, or process information, this site provides 24/7 support designed around your individual needs. If you don't find what you need here, feel free to contact us!

Whether you’re looking for answers to your questions, necessary forms, or process information, this site provides 24/7 support designed around your individual needs. If you don't find what you need here, feel free to contact us!

Frequently Asked Questions

What is direct deposit?

Direct deposit sends your annuity payment directly to your checking account, savings account, credit union, or money market account. 

How do I sign up? 

To set up direct deposit, please call Member Services at (833) 702-1617 to request a Direct Deposit Agreement form. Fill out the form and return it to Pacific Life via U.S. mail, fax, or by uploading it to your Pacific Life Member Self Service account

  • If your annuity payment will be deposited into a checking account, please also include a personal check marked “VOID” with your completed Direct Deposit Agreement form. 
  • If your annuity payment will be deposited to your savings account, credit union, or money market account, include a personal deposit slip for the respective account with your completed Direct Deposit Agreement form. 
Is there a charge for direct deposit?

No. There is no charge for direct deposit.

When should I expect my annuity payment to be deposited in my account?

Your annuity payment is deposited in your account by the payment due date. 

What if I don’t receive the direct deposit of my annuity payment?

If your account has not been credited with your annuity payment by the first of the month, please call Pacific Life Member Services at (833) 702-1617.

What if I change banks?

To update your direct deposit instructions, please update the information in your Pacific Life Member Self Service account or call Pacific Life Member Services at (833) 702-1617 to request a Direct Deposit Agreement form and return it to Pacific Life via U.S. mail or fax, or by uploading it to your Pacific Life Member Self Service account.  

  • If your annuity payment will be deposited into a checking account, please also include a personal check marked “VOID” with your completed Direct Deposit Agreement form. 
  • If your annuity payment will be deposited to your savings account, credit union, or money market account, include a personal deposit slip for the respective account with your completed Direct Deposit Agreement form.

Direct deposit changes must be received in good order by the 15th day of the prior month to ensure an update for the upcoming payment. For example, if you would like your March payment to go to a different bank, please submit new bank information no later than February 15. 

What if my payment was sent to a closed account?

Pacific Life will reissue the payment once it has been returned to Pacific Life by the bank. Pacific Life will reissue the payment as a paper check via U.S. mail to your address on file. If you wish to receive future payments via direct deposit, please call Pacific Life Member Services at (833) 702-1617 to request a Direct Deposit Agreement form and return it to Pacific Life via fax, U.S. mail, or by uploading it to your Pacific Life Member Self Service account. 

What if I no longer want to receive my payments via direct deposit?

To cancel direct deposit, please update the information in your Pacific Life Member Self Service account or call Pacific Life Member Services at (833) 702-1617.

Change Request Form

Direct Deposit Request

Use this form to start, change, or update direct deposit for your annuity payments.

View Form 

   

 

We're Here to Help

Pacific Life Insurance Company – Institutional Division

If you have questions, need help with a form, or would prefer to speak with someone directly, our team is here to support you.

Please reach out using the contact options below, and we’ll be glad to assist you.

 

Contact us directly at:
Contact us via mail:

Toll Free:
(833) 702-1617

Fax:
(469) 788-7137

Hours of Operation:
8:00 a.m. to 5:00 p.m.
Monday - Friday, Central Time

Regular Mail:
Pacific Life
PO Box 25189
Lehigh Valley, PA 18002-5189

Overnight Mail:
Pacific Life
1530 Valley Center Parkway
Bethlehem, PA 18017

Pacific Life refers to Pacific Life Insurance Company (Newport Beach, CA) and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

DB-1066-0626