Skip to main content

This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

Public Documents

View All

Feb 08, 2016 Account Product Detail by Holding Company - Active Carriers Acrobat .pdf

Feb 08, 2016 Account Product Detail by Holding Company - Active Distributors Acrobat .pdf

Feb 06, 2009 The Fee Calculator worksheets can help to determine estimated costs. (31KB) MS-Excel .xls

TRAINING & DOCUMENTATION

Additional Resources

  • FPO

    APP

    Applications & Premium service transmits annuity application and initial premium information from distributors to insurance carriers. Learn how our APP service works.

    Overview
  • News

    Read the news about Applications & Premium (APP) service which helps in settling money the same day for annuity applications and initial premium payments. Learn more.

    Read More
  • Legal

    Get all the legal information about Applications & Premium (APP) service which improves turnaround time for issuing annuity contracts, to one day in many cases.

    Read More
dtccdotcom