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My Thrivent

My Thrivent is a convenient, secure way to manage your Thrivent accounts online 24 hours a day. Get answers to your questions about viewing your statements, making payments or contributions, managing your personal information and more right here.

Registration and first log in

How do I register on Thrivent.com and log in for the first time?
To access information and complete transactions for annuity, life insurance and mutual fund products purchased through your Thrivent representative, go to the  Thrivent.com log in page and click the "Register" link on the top-right corner of the screen. Then, follow these steps (PDF): 
  1. Fill in your Thrivent ID number and birth date. Select the "Continue" button.
  2. Confirm your mailing address. Fill in your email address twice. Select the "Continue" button.
  3. Create a user ID and a password. Select the "Submit" button.
  4. Verify your registration by following these registration steps (PDF). Once complete, you may log in normally by following these steps. Log in to Thrivent.com/MyThrivent.
How do I register on ThriventFunds.com?
To access information and complete transactions for your Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com and click the "Log In" link on the top-right corner of the screen.
Do cookies need to be enabled within my Web browser?
Yes, you must enable cookies for Thrivent.com as a trusted site in order to register.
What is my Thrivent ID number?
Your Thrivent ID is located on statements and contracts/policies.
What are the rules for my user ID?
Your user ID must comply with the following rules.
  • User ID must be between six and 20 characters.
  • User ID may not have blank spaces.
  • User ID is not case sensitive.
  • User ID does not allow special characters.
  • User ID cannot be a nine-digit number.
What are the rules for my password?
Your password must comply with the following rules and is not case sensitive.
  • Password is between eight and 20 characters and contains at least one number.
  • Password allows the following special characters: ` ~ & ( ) - _ = + [ ] { } | / ; : ' , . ?
  • Password must be different from your user ID.
  • Password cannot contain more than three of the same character in a row.
What are the online account access requirements?
My Thrivent is best accessed using the following system requirements and browsers:

Operating system
Supported:
  • Microsoft Vista, Microsoft Windows XP Professional, Home Edition or Tablet PC Edition (Service Pack 2 or later).
Not supported:
  • Apple MAC OS, Linux, any Unix or other Operating System.
  • Any Personal Computer version of Microsoft Windows prior to Windows XP Service Pack 2; any server version of Microsoft Windows.
Hardware
PCs:
  • Intel Pentium 4 3.0 GHz Processor.
  • 1.24 GB RAM.
  • 110GB Hard Drive.
  • 1 video card supporting screen resolution of 1024 x 768 or higher with 8-bit color (64,000 colors) or better.
  • 1 17" monitor supporting screen, resolution 1024 x 768 or higher with 8-bit color (64,000 colors) or better.
Browsers:
  • Internet Explorer 7.0 (SP2 or later), 8.0, 9.0, and 10.0.
  • Firefox version 3.5 or later.
  • Safari.
  • Google Chrome.
  • Cookies must be enabled.
  • Javascript must be enabled.
  • Pop-ups must be allowed.

Log in

What if I forgot my user ID?
You may recover your user ID online or you can call Member Care Services at 800-847-4836 to receive it by phone. Say "Thrivent.com" when prompted.
  1. Go to My Thrivent.
  2. Choose the "Forgot User ID or Password" link.
  3. Choose either "Forgot User ID" or "Forgot User ID and Password."
  4. Enter your Thrivent ID number and birth date and click "Submit."
What if I forgot my password?
You may reset your password online or you can call Member Care Services at 800-847-4836. Say "Thrivent.com" when prompted.
  1. Go to My Thrivent.
  2. Choose the "Forgot User ID or Password" link.
  3. Choose "Forgot Password."
  4. Enter your user ID and birth date and click "Submit."

Note: Passwords must comply with the following rules and are not case sensitive:

  • Password is between eight and 20 characters and contains at least one number.
  • Password allows the following special characters: ` ~ & ( ) - _ = + [ ] { } | / ; : ' , . ?
  • Password must be different from your user ID.
  • Password cannot contain more than three of the same character in a row.
What if I got locked out, or received a "Login Failure" message?
Please call the Member Care Services at 800-847-4836 and say "Thrivent.com" when prompted. Member Care Services is available Monday through Friday, 7 a.m. to 6 p.m., Central time.
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What if I don't have access to the phone number(s) or email address on file for login security purposes?
If you don't have access to the verification option(s) presented during log in, you may contact us at 800-847-4836 and say "Thrivent.com" for assistance with accessing your account.

Change password or login security information

How do I change my password?
You may change your password when logged in to My Thrivent.
  1. Follow the "Manage my profile" link.
  2. Choose "Update Password."
  3. Complete the verification code process.
  4. Fill in the old and new passwords and "Submit."
What are the rules for my password?
Your password must comply with the following rules and is not case sensitive.
  • Password is between 8 and 20 characters and contains at least one number.
  • Password allows the following special characters: ` ~ & ( ) - _ = + [ ] { } | / ; : ' , . ?
  • Password must be different from your user ID.
  • Password cannot contain more than three of the same character in a row.
How do I change my user ID?
Please call Member Care Services at 800-847-4836 and say "Thrivent.com" when prompted. Member Care Services is available to change your user ID Monday through Friday, 7 a.m. to 6 p.m., Central time.
How do I change my login security information?
You may change your login security information when logged in to My Thrivent.
  1. Follow the "Manage my profile" link.
  2. Choose "Login Security Information."
  3. Complete the verification code process.
  4. Update your phone number(s) and/or email address and "Submit."

Please note: This information is used for login security purposes only. To update your contact information with Thrivent, go to Update personal information in Manage My Profile.

Payments, billing & purchases

How do I pay a bill or make a payment?
You may pay online, by phone, by check or from another Thrivent product. Log in to Payment Center and click on the "Make Payment" link for the contract you want to pay. For step-by-step instructions on how to make payments on Thrivent.com, download this how-to guide (PDF).

You can also pay via phone by calling the Member Interaction Center at 800-847-4836. You will need the routing number for the financial institution and your checking or savings account number.

For Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com and log in to make additional purchases.
What is the payment processing cutoff time?
Your request must be made prior to 3:00 p.m. Central time on a Thrivent business day in order for the payment to be applied that day. Payments may take up to two business days to post to your account. If the effective date selected is not a Thrivent business day or after the daily cutoff time, it will be applied on the next available business day. Payments will only be applied on Thrivent business days.
What is the Thrivent mailing address for my check and to whom do I make it payable?
Please follow these checks and forwarding instructions.

ProductCheck payable toMailing address for new applications and checks
Thrivent Mutual FundsThrivent Mutual FundsThrivent Mutual Funds
P.O. Box 219347
Kansas City, MO 64121-9347
Thrivent Variable AnnuitiesThriventThrivent
PO Box 8060
Appleton, WI 54912-8060
Thrivent Variable Universal LifeThriventThrivent
PO Box 8060
Appleton, WI 54912-8060
Brokerage and managed accountsNational Financial Services (NFS)Brokerage & Advisory Services
Thrivent Investment Management Inc.
P.O. Box 8004
Appleton, WI 54912-8004
Financial plans (fees)Thrivent Investment Management Inc.Service Agreement Processing
Thrivent Investment Management Inc.
4321 N. Ballard Rd.
Appleton, WI 54919-8200
Non-Thrivent, nonproprietary securities products (e.g., Calvert Funds)Name of product provider (e.g., Oppenheimer, Calvert, Lincoln National, 529 Plans)Nonproprietary New Business
Thrivent Investment Management Inc.
4321 N. Ballard Rd.
Appleton, WI 54919-3700
Thrivent Whole Life, Term, Health, or Universal LifeThriventThrivent
PO Box 8060
Appleton, WI 54912-8060
Can I set up automatic, recurring monthly payments?
Yes, you may set up automatic payments from a checking or a savings account by submitting an Automatic Payment form or using online banking. Or, you may establish ongoing direct payments from another Thrivent product. Otherwise, employer billing or government allotment may be established on some retirement plans.

Go to the Forms page to download an Automatic Payment Authorization (PDF) form.

For Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com to set up an automatic investment plan.
Can I schedule a payment on a weekend or holiday?
Yes, any payment scheduled on a weekend or holiday will automatically be applied to the next business day.
Where is my billing information?
You may view your billing information online when logged in to My Thrivent. Select a contract number and then go to the billing tab.
How do I change my bill?
You may change your bill by phone or in writing. Call the Member Interaction Center at 800-847-4836 to request changes by phone. Otherwise, go to the Forms page under Billing and Payments to download a form.
Can I pay the bill for my husband, wife, son, daughter or family member online through a group or third party bill?
Yes, with the exception of long-term care, you may set up a group bill for contracts if the due dates are within 10 days of each other. Go to the Forms page under Billing and Payments to download a form. Once the group bill is established, the payer may log in to Payment Center to view the billing information. Group bills may be paid online, by phone or by check.
Did you receive my check or payment?
When logged in to Payment Center, you may view payments by selecting "Payment Activity" for the contract you want to view.
Where is my payment history?
When logged in to Payment Center, you may view a history of recent payments by selecting"Payment Activity" for the contract you want to view.
Can I change, edit and delete my payment?
Yes, you may edit pending online payments when logged in to Payment Center.
  1. Select "Payment Activity" for the contract you want to edit.
  2. Choose the "Edit" or "Delete" link.
  3. Make and authorize the changes.
How do I pay online?
Follow the instructions below.
  1. Log in to Payment Center.
  2. Choose the "Make Payment" link for the contract you want to pay.
  3. Select the payment amount and date.
  4. Set up or select your bank account information.
  5. Click "Continue."
  6. Authorize your payment by choosing "Make Payment."
  7. View and print the "Thank you for your payment" confirmation and choose "Go to Payment Center."
Can a Special Bill Payor pay online?
Follow the instructions below.
  1. Log in to Payment Center.
  2. Choose the "Make Payment" link for the contract you want to pay.
  3. Select the payment amount and date.
  4. Set up or select your bank account information.
  5. Click "Continue."
  6. Authorize your payment by choosing "Make Payment."
  7. View and print the "Thank you for your payment" confirmation and choose "Go to Payment Center."
When will my payment be applied?
Please allow five to seven business days for check payments to be processed. It may take up to two business days for a payment to post to your account.
How do I change my premium allocation?
Premium allocation changes may be requested online (annuities only), by phone or in writing. Go to the Forms page to download a form.
How do I change my annuity allocation online?
Annuity allocation changes may be requested online (annuities only, by phone or in writing. Go to the Forms page to download a form.
What is my premium allocation?
The premium allocation describes how much of each payment is applied to each subaccount. You may view your premium allocation when logged in to My Thrivent.
  1. Select the specific contract/account number you want to view.
  2. Select the "Allocation" tab to view your premium allocation information.

Otherwise, go to the Forms page to download a form.

Manage accounts

How do I update my personal information and change my address, phone number, email, church, or financial profile online?
You may change your personal information online as follows:
  1. Log in to My Thrivent.
  2. Follow the "Manage my profile" link.
  3. Follow the "Update personal information" link.
  4. Choose the "Edit" link in the field of information you need to change.
  5. Fill in the current information and click "Save."

Please note: Any changes made to mailing address and email on My Thrivent will also update the same information for Thrivent Mutual Funds accounts you opened online at ThriventFunds.com.

This information is used to contact you with important information and notifications about your Thrivent accounts and is separate from the phone number(s) and email used for login security purposes.
How do I change my delivery preferences, program or communication choices?
You may change your preferences online as follows:
Log in to My Thrivent.
  1. Follow the "Manage my profile" link.
  2. Follow the "Update communication choices" link.
  3. Choose "Get started with eDelivery" or select your communication choices individually—"Email," "U.S. Mail," "Opt In," or "Opt Out" for each item as needed, and continue.
  4. Confirm your preferences and CONTINUE.

For instructions, view the enroll in paperless delivery (PDF) instructions.

If you are a brokerage client, view how to enroll in paperless delivery (PDF) of your brokerage documents.

If you opened Thrivent Mutual Funds accounts online, go to ThriventFunds.com to change your preferences for those accounts.
How do I request a brokerage transaction or get money out of my account?
Thrivent representative may help you facilitate a trade. Member Care Services is available for brokerage account owners Monday through Thursday 7 a.m. to 6 p.m., Friday 8 a.m. to 5 p.m. Central time. Call 800-847-4836 and say "Brokerage" when prompted.
Where should I send paperwork for a brokerage request?
Most forms may be faxed to Broker/Dealer and Investment Advisor (B/D and IA) Services at . For some account transfer forms, you may need to mail us the originals. Checks must be made payable to National Financial Services (or NFS).

Regular mail:
Brokerage & Advisory Services
Thrivent Investment Management Inc.
P.O. Box 8004
Appleton, WI 54912-9864

For express/overnight mail:
Brokerage & Advisory Services
Thrivent Investment Management Inc.
4321 N. Ballard Rd.
Appleton, WI 54919
How do I request an annuity withdrawal?
You may request an annuity withdrawal or partial surrender online as follows:
  1. Log in to My Thrivent.
  2. Select the specific contract/account number that you want.
  3. Choose the "Perform Annuity Transactions" link.
  4. Follow the "Partial Withdrawal" link.
  5. Choose the delivery method (check or direct deposit). For direct deposit, select or add bank account information and fill in the routing number, account number, and account type as needed.
  6. Fill in or select the withdrawal amount.
  7. If it is a variable annuity, choose "Pro-rata" or "Specific subaccounts by dollar amount" and fill in the amount to withdraw from each subaccount as needed.
  8. Select the "Continue" button.
  9. Choose the amount to withdraw or receive considering the quoted withholding, charges, and/or adjustments.
  10. Follow the "Modify withholding" link and change the federal or state withholding if desired and click "Recalculate."
  11. Select the "Continue" button.
  12. Confirm the transaction, check the box to agree to all disclosures, and select the "Submit" button.
How do I request a variable annuity subaccount transfer or reallocation?
You may request a subaccount transfer for a variable annuity online as follows:
  1. Log in to My Thrivent.
  2. Select the specific contract/account number that you want.
  3. Select the "Allocation" tab to view your current subaccounts.
  4. Follow the "Perform Annuity Transactions" link.
  5. Choose "Manage Subaccounts" from the left navigation menu.
  6. Select "Total reallocation by percent", "Partial reallocation by dollar amount" or "Partial reallocation by percent."
  7. Fill in the new percentages for a total reallocation and check the box to change the premium allocation as needed. Or, fill in the dollar amount or percent to transfer from each subaccount and fill in the dollar amount or percent to transfer to each subaccount.
  8. Scroll down and select the "Continue" button.
  9. Confirm the transaction by choosing "Submit."

Otherwise, go to the Forms page to download a form.
How do I change my variable annuity premium allocation?

  1. Log in to My Thrivent.
  2. Select the specific contract/account number that you want.
  3. Select the "Allocation" tab to view your current subaccounts.
  4. Follow the "Perform Annuity Transactions" link.
  5. Choose the "Allocate future payments" link.
  6. Fill in the new allocation percentages.
  7. Scroll down and select the "Continue" button.
  8. Confirm the transaction by choosing "Submit."

Otherwise, go to the Forms page to download a form.
How do I request a loan or distribution from my life insurance policy?
Please call Member Care Services at 800-847-4836 and say "Insurance" when prompted. Member Care Services is available Monday through Friday, 7 a.m. to 6 p.m. Central time.
How do I redeem, take money out or sell shares of my mutual fund account?
If available under your account registration, you may redeem mutual fund shares as follows:
  1. Log in to My Thrivent.
  2. Select the specific contract/account number that you want.
  3. Choose the "Sell Request" link.
  4. Choose the delivery method (check or direct deposit).
    Fill in the dollar amount, number of shares, percent of shares or choose sell all shares.
  5. Select the cost basis option, select "Estimate Gain/Loss" and click "Continue."

Otherwise, go to the Forms page to download a form.
How do I transfer or exchange money between mutual funds?
You may request a mutual fund exchange to a new or existing fund online as follows:
  1. Log in to My Thrivent.
  2. Select the specific contract/account number that you want.
  3. Choose the "Exchange Request" link.
  4. Fill in the dollar amount, number of shares, percent of shares or choose all shares.
  5. Select the existing fund and fill in the account number or select a new fund into which you want to exchange.
  6. Select the cost basis option, select "Estimate Gain/Loss" and click "Continue."

Otherwise, go to the Forms page to download a form.
Why can't I view contracts or accounts for my wife, husband, son or daughter?
Each owner must register and log in separately in order to maintain privacy.
Why can't I view contracts or accounts for an individual for whom I have power of attorney?
At this time, only an owner can register and log in to view contracts and accounts. We are actively working on future online viewing capabilities for attorneys-in-fact. In the meantime, please call Member Care Services at 800-847-4836 for assistance.
How do I view my personal annuity, insurance, mutual fund or brokerage contract or account values?
You may view your contract and account values when logged in to My Thrivent as follows:
  1. Go to My Thrivent.
  2. Enter your user ID and password and select the "Log In" button. If you are not already registered, choose "Register Now" and follow the prompts.
  3. Click the contract number to view values and other details, as needed.

Navigating Wealthscape Investor Brochure

For Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com.
How do I view my business or trust mutual fund account values?
You may view your business or trust mutual fund account values online as follows:
  1. Go to the Business and the Trust Accounts Login.
  2. Select the type of account you would like to access.
  3. Select the type of mutual fund. Fill in the account number. Enter the Tax Identification Number (TIN). Fill in the Personal Identification Number (PIN). Select the "View Accounts" button.

For Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com to view your account values.

How do I view my business or trust brokerage account values?
You may view your business or trust brokerage account values online as follows:
  1. Go to Business & Trust Accounts Login.
  2. Select the type of account you would like to access.
  3. Enter your user ID and PIN. Select the "Enter" button.
  4. Follow the "Access Account Details" link to view values.
How do I view my credit union account values or access online banking?
Go to Thriventcu.com to access online banking and view your Thrivent Federal Credit Union account values.
Can I bookmark My Thrivent or add it to my favorites?
No, you may not bookmark secure Web pages with your personal contract or account information. In order to protect your privacy, you must log in each time you choose to access your accounts.

Annuities transactions

What annuity transactions can I do online?
Total and partial reallocations, payment allocations, and partial withdrawals can be completed online.
Is there a cost to do online transactions?
Completing transactions online does not incur fees. For some product types, there may be contractual fees to withdraw funds or if the number of reallocations done within a contract year exceeds 12; however, the system will inform you if this impacts you.
Where can I get assistance with this?
Contact us at 800-847-4836 and say "annuity." Your Thrivent representative is also available to help you with questions.
What is a payment allocation?
A payment allocation reflects how payments made to a contract will be invested. This may also be referred to as a "premium allocation."
If I just did a partial or total reallocation, can I also do a payment allocation?
Yes, you may also do a payment allocation under these circumstances.
If I just did a partial withdrawal, can I also do a partial or total reallocation, or a payment allocation?
If a partial withdrawal is pending, a payment allocation may still be completed online; however, to request a partial or total reallocation, please contact us at 800-847-4836 and say "annuity."
I have a variable annuity. Can I specify subaccounts on a partial withdrawal transaction?
A partial withdrawal may be allocated among specific subaccounts when there is more than one subaccount and a dollar amount is entered. If a quick option is selected, the system will automatically withdraw funds proportionately.
What should I do if I want to change or cancel a transaction I submitted online?
Transactions you submitted online can be canceled on the Pending Transactions page. After a transaction is canceled, you may submit a new one. Please note that variable annuity transactions received prior to market close may not be canceled after market close.
What transactions are included on the Pending Transactions page?
Transactions displayed on the Pending Transactions page include partial and total reallocations, payment allocations, and partial withdrawals processed online. For the status of other transactions, contact Customer Service at 800-847-4836.
Why am I unable to cancel a transaction on the Pending Transactions page?
You may only cancel a transaction you are authorized to make online. For example, if your annuity has multiple owners, only your financial representative may make or cancel online transactions after speaking with all owners. For variable annuities, transactions received prior to market close may not be canceled after market close.

Update beneficiaries

How do I view or change my beneficiary on an annuity or insurance contract?
You may change your beneficiary online as follows:
  1. Log in to My Thrivent.
  2. Click on "View Full Details" for the contract you want to view or change.
  3. Expand the "Beneficiary" section to view the current beneficiary.
  4. Select the "Change Beneficiaries" action and follow the prompts to fill in the new beneficiary.

Otherwise, go to the Forms page to download a form.
How do I view or change my beneficiary on a mutual fund account?
You may view your beneficiary online, but a form is needed to change your beneficiary.
  1. Log in to My Thrivent.
  2. Select the account number.
  3. Choose the link to "View Beneficiaries."
  4. Select "Mutual Funds Beneficiary Designation Form."

Otherwise, go to the Forms page to download a form.

View statements & documents

How do I view paperless statements online for annuities, insurance, mutual funds, or quarterly reviews?
You may view statements when logged in to My Thrivent as follows:
  1. Follow the "View Statements & Documents" link.
  2. Select the statement you want to view under the "Document" column.
  3. Depending on your browser, you can choose to open your statement as a PDF or save it to your computer.

To view statements for Thrivent Mutual Funds accounts opened online, go to ThriventFunds.com and log in.
How do I view paperless brokerage statements online?
You may view statements when logged in to My Thrivent as follows:
  1. In My Thrivent, select the brokerage account number link to go to Wealthscape Investor.
  2. In the upper left, select "Accounts."
  3. In the upper left, choose the account.
  4. Go to the Documents tab.
  5. Select Statements as the document type.
  6. Select the document to view as a PDF.
How do I go paperless, choose email delivery, or change my delivery preferences for annuities, insurance and mutual funds?
You may view the Go Paperless (PDF) instructions or follow these steps:
  1. Log in to My Thrivent.
  2. Follow the "Manage my profile" link and choose "Update communication choices."
  3. Choose "Email" or "U.S. Mail" for each item.

If you opened a Thrivent Mutual Fund online, go to ThriventFunds.com, log in and go to "My Profile" to change your document delivery preferences.
How do I go paperless, choose email delivery or change my delivery preferences for brokerage accounts?
You may view the Brokerage Go Paperless (PDF) instructions or follow these steps:
  1. Log in to Wealthscape Investor.
  2. Select the account number, choose "Service" in the menu bar and choose "Document Delivery Instructions."
  3. Enter your email address twice and choose "Apply."
  4. Update the delivery instructions, choose "Save This Account" and select the "I agree" button.

Conservatorship, guardianship & power of attorney

Do I need court documents for guardianship or conservatorship?
If you were appointed by a court to make legal decisions for someone else, fax or mail a copy of the court documents to inform Thrivent.

Mail to:
Member Care Services
4321 N. Ballard Rd
Appleton, WI 54919-0001 USA

Fax to:
800-225-2264
How do I get a guardian or conservator appointed?
An attorney may help you file a petition with the court.
Why do I need a power of attorney document?
A copy of a power of attorney document must be faxed or mailed to Thrivent before you may access information and transact for someone else.

Mail to:
Member Care Services
4321 N. Ballard Rd
Appleton, WI 54919-0001 USA

Fax to:
800-225-2264
How do I get a power of attorney document?
An attorney may create a power of attorney document for you.
Why can't I view contracts or accounts for an individual for whom I have power of attorney?
At this time, only an owner can register and log in to view contracts and accounts. We are actively working on future online viewing capabilities for attorneys-in-fact. In the meantime, please call Member Care Services at 800-847-4836 for assistance.

Client account record mailing

Why do I receive this letter?
According to the Securities and Exchange Commission's (SEC) Books and Records Rule, we are required to ask you to review (and update, if necessary) your Client Account Record(s) at least every 36 months. The primary purpose of Rule 17a-3 (Books and Records) is to provide regulators access to books and records to review for compliance with suitability rules. In 2001, the Securities and Exchange Commission (SEC) amended Rule17a-3 (Books and Records). The revised amendments, in part, require that broker-dealers obtain, store, maintain and return client and suitability information for all owners of securities products. See more information at www.sec.gov/rules/final/34-44992.htm.
What products does this pertain to?
The rule covers owners of all securities products purchased through a Thrivent financial advisor including variable universal life, variable deferred annuities, variable immediate annuities, variable settlement options, mutual funds, 529 Plans and brokerage products, including equities, fixed-income products, options, etc.
What is a registration?
A registration is a categorization of securities being held at Thrivent Investment Management Inc. We have registrations common to those found at most broker-dealer firms. The registrations are: Individual, Joint, Business, IRA, Roth IRA, SEP IRA, Employer Retirement Plan, 401(k), SIMPLE IRA / SARSEP, 403b, 403b Roth, Trust, Estate, 529 Plan, Education, Custodial, Health Savings Account.
Do I need to return the form that's enclosed with the letter?
If the information is complete, correct and up to date, no response is needed. If corrections are necessary, go to Thrivent.com/updateaccount and update your Investment Profile.
What if information is inaccurate or missing and I do not return the form?
Thrivent Investment Management Inc. is required to ask you for the most current information. If your information is incomplete, you will receive a follow-up letter. You're encouraged to provide us with the most current and accurate information to help identify and manage financial solutions that match your needs and values.
What if I don't want to disclose this information?
You are not required to provide this information. You are encouraged to provide this information to help identify and manage financial solutions that match your needs and values.
Where should I send the completed form?
You can submit changes in one of three ways:
  1. Log in to your Thrivent.com/updateaccount and update your Investment Profile.
  2. Return the form to
    Thrivent
    4321 N Ballard Rd
    Appleton WI 54913-9847
  3. Fax the form to 800-225-2264
Can I provide this information over the phone?
The fastest way to update your information is to go to Thrivent.com/updateaccount and update your Investment Profile. You can also contact a customer care representative by calling 800-847-4836 and saying "privacy."
There are additional owners on this account; will all owners receive the same letter?
No. The mailing is sent to the primary owner. We ask that the primary owner coordinate with the other account owner(s) to make any necessary updates or changes to the information.

For custodial accounts, the letter will be sent to the custodian or guardian of record.
How often will I receive this type of letter?
As required by the SEC ruling, we request updates periodically if there has been no activity-related review or update to your data within the past three years. Additionally, if there are changes to certain existing registration information (i.e., investment objective, risk tolerance), you will receive another letter confirming that information. You do not need to respond if all the information is accurate.
I don't want to receive these letters. May I avoid them?
No. All broker-dealer firms are required by the SEC to conduct these mailings.
These forms include personal information; what is Thrivent's policy with respect to keeping personal information private?
Protecting the privacy of your information is a responsibility we take very seriously. We understand the information is personal, and we view confidentiality as critical. Thrivent upholds strict standards of security to safeguard all client information. Read more information about our privacy policy.
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