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

Public Documents

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

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

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

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Additional Resources

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    DTCC's BIN service increases the speed in which changes occur and minimizes inaccuracies by automating the exchange of information between distributors and carriers.

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    Check out the latest news about DTCC's BIN automated service enabling distributors to better serve their customers. Visit the website to learn more.

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    Download the legal information about Broker Identification Number which reduces the complexity of maintaining insurance products with a streamlined, paperless process.

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