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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

  • FPO

    COM

    The insurance & retirement commissions service automates settlement of compensation dollars and communications between insurance carriers and distributors. Learn more!

    Overview
  • News

    Read about Commissions Services which transmits information regarding agent commission from insurance carriers to distributors for annuity and life insurance products.

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  • Legal

    Get legal information about DTCC's COM service allowing clients to automate settlement of commissions through NSCC, eliminating numerous manual check payments.

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