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Attachments (ATT) enables insurance distributors and carriers to electronically exchange 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

    Attachments (ATT) is available to firms that are members of DTCC’s National Securities Clearing Corporation (NSCC). Click here for information on how to become a member of NSCC.

  • HOW TO USE THE SERVICE

    Using either a traditional secured network connection or via the Access platform, participating companies can send attachments to their counterparties and obtain real-time status reports from the Messaging Dashboard.

  • BENEFITS

    • Real-time response capability for providing attachment status.
    • Support industry standard practice and standard formats adhering to the ACORD XML standard model for insurance processing using XML data messaging and web-services technology.
    • 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.
    • Eliminate the need for a paper exchange of information and enable straight-through processing (STP) when signatures are required at point of sale and/or original documentation is required for otherwise automated processes.
    • Generate savings from reduced mailing costs and increased levels of service to distributors, carriers and customers throughexpedited document processing.
    • Create an audit trail and eliminate lost paperwork.

  • HOW THE SERVICE WORKS

    Using their proprietary or vendor supported platforms,distributors and carriers can electronically process attachments transactions as illustrated by the following:

    • Firm (Sender) produces document internally and transforms document into an ACORD XML message.
    • ACORD XML message is sent to DTCC including key data and attachment. DTCC validates key data and sends information to recipient.
    • Recipient replies to DTCC with a status confirm. DTCC sends status confirm to Sender.

  • For More Information

    To request additional information, please click here.

Additional Resources

  • News

    Check out the latest news about Attachments, which allows distributors and carriers to electronically process attachments transactions. Visit the website to learn more.

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  • Legal

    Download important legal notices about DTCC's Attachments service which helps in creating an audit trail and eliminating lost paperwork. Visit the website to learn more.

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  • Client Center

    Download secured and public documents necessary for DTCC's Attachments service. Call us at 1-888-382-2721 for any support regarding Insurance & retirement services.

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