Record Layouts

ACATS (IPS)/BIN/REP/BEN - Inforce Transactions (IFT)

 

Asset Pricing

 

Attachments

 

Attachments Access

 

Commissions

 

Data Services Only (DSO)

 

Financial Activity Reporting

 

InForce Web Transactions (IFW) Fund Transfers/Withdrawals/Arrangements/Non-Financial

 

IFT Access

 

Initial Application (APP) and Subsequent Premium (SUB)

 

Insurance Profile

 

Insurance Profile – Commission Schedule Transmittal (CST)

 

Insurance Profile – Fee & Expense Transmittal (FET)

 

Licensing & Appointments

 

LNA Access

 

Money Settlement

 

Positions & Valuations

 

Producer Management Portal

 

Replacements

  • Contact Your Relationship Manager

 

Reject Processing Guidelines

 

Settlement Processing for InsuranceSM

 

DataTrak and AutoRoute

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