What’s happening at Thrivent

At Thrivent, we know that preparing for tax season can be stressful. That’s why we’re here to make navigating your Thrivent tax documents simple.

This year, we’re making improvements to your online documents experience. When tax time comes, it’ll be easy to find what you need, just by logging in to your account at thrivent.com. You’ll find your Thrivent tax documents by clicking “Accounts” at the top of the page, then selecting “Tax forms” under the Documents section. You also can view tax and other documents when you select the “View documents” option on the listing for each of your accounts or contracts. Here’s what you can expect regarding your 2024 tax documents:

• Annuity, insurance and most mutual fund tax documents will be available by Feb. 1, 2025.  
• Tax documents for mutual funds with holdings in real estate investment trust (REITS) will be available by mid-February.  
• Tax documents for most brokerage accounts will be available by mid-February.  

• Most tax forms (1099s and 5498s) will be mailed by Jan. 31, 2025, to your primary address on file. Please allow up to seven business days for arrival.  
• Tax documents for mutual funds with holdings in real estate investment trusts (REITs) are typically mailed by mid-February.  
• Tax documents for most brokerage accounts will be mailed by mid-February.  
  

If you’ve always received your documents via the U.S. mail, you may want to opt for fast, easy access to your documents online instead through our eDelivery option. It’s easy to sign up for eDelivery, which means you’ll receive notification of the availability of your statements, tax documents and other important correspondence. Note: If you choose eDelivery for your tax documents, you no longer will receive a paper copy.

For additional information regarding mailing dates, IRS forms and more, visit Thrivent’s tax resource center, or call 800-847-4836 and say “Tax help.” Always consult your tax advisor about your specific tax situation.

Thrivent will distribute an all-time high $564 million total payout in 2025 that delivers more value to more of our clients with membership than ever before.

• This total includes $432 million in dividends and $132 million in nonguaranteed policy enhancements,* such as additional credited interest and reduced fees. 
• About 85% of all eligible Thrivent insurance and annuity policies—more than 2.2 million—will receive a dividend or policy enhancement in 2025, 10% more than in 2024. 

Thrivent has achieved strong operating performance and investment returns over the past few years and maintains an exceptional surplus position. In 2022, Thrivent leaders saw an opportunity to increase dividends and add policy enhancements, resulting in record-breaking total payouts each of the last three years.

“Our three-year streak of record-breaking total payouts reflects Thrivent’s long-term strength and stability, disciplined financial management and commitment to the financial well-being of our 2.4 million clients,” says David Royal, Thrivent chief financial and investment officer.

While dividends are never guaranteed, Thrivent has paid them every year since 1913, distributing over $3 billion in the last 10 years alone.

If you have questions, contact your Thrivent financial advisor or call 800-847-4836.

The new 2025 Live Generously T-shirt is here! Through an online voting campaign in mid-August, 30,000+ voters selected the new modern design. It will be printed on blue T-shirts and start appearing in Thrivent Action Kits in January.

Thrivent clients with membership are eligible to lead Thrivent Action Teams to support a fundraiser, service activity or educational event. In addition to the soft tri-blend Live Generously T-shirts for the volunteers on your project (up to 25), Thrivent Action Kits can include:

• A Community Impact Card with up to $250 in seed money to help kickstart your project. 
• A personalized web page and other digital tools to promote your activity.  
• Thank-you cards, name tags, stickers and more. 

More than 13 million Live Generously T-shirts in an array of colors and designs are in circulation. They’re manufactured by Bella+Canvas, a company that cites eco-friendly processes, including extensive recycling and a small carbon footprint.

Check out more about Thrivent Action Teams and how you can get a T-shirt.

As we gear up for 2025, consider these Thrivent opportunities:

• Sign up for Thrivent’s Market & Economic Update, set for Tuesday, Jan. 14, at 11:30 a.m. CT. The forum brings perspective on the latest economic trends. Register today!  
• Get practical tips from industry experts at Thrivent’s virtual events. Check out what’s being offered, including a presentation on retirement income planning with Dr. Wade Pfau on Feb. 25 and 26.  
• Enjoy the sounds of the Christmas season in a virtual concert featuring Steven Curtis Chapman. This on-demand concert is available Dec. 10-25; please register.  
• Support a Thrivent Choice® enrolled nonprofit by using Thrivent’s online giving platform at thivent.com/choice. Thrivent will cover processing fees for your donation, making sure your entire donation goes to your cause.** 

Find out what’s happening in your area Thrivent Member Network. Enter your ZIP code, then click on “Get to know your community.”