Financial Transactions

DTCC’s Financial Transaction solutions help carriers and distributors optimize fund movements, streamline withdrawals, and manage premium payments with thorough, secure, scalable infrastructure so your operations stay efficient and responsive.

How You Benefit

Efficient financial transactions are critical to client satisfaction and operational success. Our tools eliminate friction, improve precision, and ensure timely movement of funds so you can deliver a seamless experience across every stage of the annuity lifecycle.

Our Capabilities

Fund Transfers

Automates direct exchanges or one-time reallocations of underlying funds within variable annuity contracts.

Arrangement Setup & Maintenance

Supports the setup and ongoing management of standing allocations, asset rebalancing, automatic payments, DCA, performance locks, and systematic withdrawals.

Financial Withdrawals

Enables full or partial withdrawal requests from annuity contracts, reducing manual processing and improving turnaround time.

Values Inquiry

Provides real-time access to sub-account information or withdrawal quotes before initiating a financial transaction.

Subsequent Premium

Transmits additional premium payments from distributors to carriers, ensuring timely and accurate processing.

Settlement for Withdrawals & Replacements

Centralizes and automates post-issue settlement activities between carriers and distributors, including withdrawals, surrenders, and required distributions.

Ready to learn more?

We will have a member of our team will reach out to you.