Overview

Attachments Access^SM from DTCC Insurance & Retirement Services (I&RS) is non-integrated / stand alone, online data-entry tool that allow senders to electronically send digital (imaged) documents, signatures, forms and other types of unstructured data during the pre-sale, new business and post-issue processing of annuity and life insurance information.

Who Can Use the Service

Broker/dealers, banks and insurance agencies affiliated with broker/dealers, banks and their agents and insurance carriers are eligible for the service. Participants must meet NSCC membership requirements. Special Data-Services-Only memberships are also available.

Benefits

With Attachments Access^SM, participants can:

• Eliminate the need for a paper exchange of information and automate processing when signatures and/or original documentation are required.
• Receive real-time status reporting via the Messaging Dashboard, a free web services inquiry tool.
• Use the service with no development or start-up costs.
• Produce savings from reduced mailing costs and increased levels of service to distributors, carriers and customers through expedited document processing.
• Standardize the method of data entry, reporting and electronic communication.
• Secure confidential data through DTCC’s Securely Managed and Reliable Technology (SMART) network, which provides centralized, end-to-end managed communications for all post-trade clearance and settlement processing.
• Create an audit trail and eliminate lost paperwork.

How the Service Works

Using an Internet connection, participating companies can send attachments to their counterparties in Attachments Access^SM and obtain real-time status reports from the Messaging Dashboard.

For More Information

Please contact Insurance & Retirement Services at 1-888-382-2721, or email us at insurance@dtcc.com.