The Participants' Section provides access to documentation and information necessary for Insurance & Retirement Services' customers to implement I&RS products.

Blank Enhancement Request Form

Subject Description Type Date

IPS Enhancement Request Form
IPS Enhancement Request Form (31.0KB)
MS-Word .doc
Apr 24, 2017

Current Release

Subject Description Type Date

Insurance and Retirement Services Code List Modifications
January 2020 Insurance and Retirement Services Code List Modifications
.pdf
Jan 27, 2020

2020 March Enhancement Release
2020 March Enhancement Release
.zip
Dec 23, 2019

Reviewed for a Future Release

Subject Description Type Date

No record is found.

Implemented 2012 - Present

Subject Description Type Date

CUSIP Profile Enhancements
CUSIP Profile Enhancements
.pdf
Oct 15, 2019

CUSIP Profile Upload Template
CUSIP Profile Upload Template
.xlsx
Oct 15, 2019

2019 September Enhancement Release
2019 September Enhancement Release
.zip
Sep 19, 2019

2017 Enhancement Requests
2017 Enhancement Requests
.zip
Apr 11, 2019

2018 September Enhancement Release
2018 September Enhancement Release
.zip
Mar 25, 2019

2019 March Enhancement Release
2019 March Enhancement Release
.zip
Mar 25, 2019

2018 March Enhancement Release Documentation
2018 March Enhancement Release Documentation
.zip
Jul 09, 2018

September 2017 Release Supporting Documentation
September 2017 Release Supporting Documentation
.zip
Jan 23, 2018

2017 Spring Release Supporting Documentation
2017 Spring Release Supporting Documentation
.zip
Mar 08, 2017

September 2016 Enhancement Release - Technical Documentation
September 2016 Enhancement Release - Technical Documentation
ZIP Archive .zip
Aug 26, 2016

September 2016 Enhancements
September-2016-Enhancements (312 KB)
ZIP Archive .zip
May 02, 2016

2016 March Enhancement Release Requirements Spec v2.0
2016 March Enhancement Release Requirements Spec v2.0
.doc
Jan 08, 2016

NSCCMSD March 2016 DRAFT
NSCCMSD March 2016 DRAFT
.doc
Jan 08, 2016

Nsccapp - March 2016 Draft
Nsccapp - March 2016 Draft
.xls
Dec 23, 2015

NSCCFAR - March 2016 DRAFT
NSCCFAR - March 2016 DRAFT
.xls
Dec 23, 2015

POV Layouts - March 2016 DRAFT
POV Layouts - March 2016 DRAFT
.xls
Dec 23, 2015

PRP_Record Layouts_March 2016_DRAFT
PRP_Record Layouts_March 2016_DRAFT
.xls
Dec 23, 2015

STL March 2016 DRAFT
STL March 2016 DRAFT
.xls
Dec 23, 2015

IFT-Layouts-March-2016-DRAFT
IFT-Layouts-March-2016-DRAFT
.xlsx
Dec 22, 2015

IPS00494 AAP Add Output Cycle
IPS00494 AAP Add Output Cycle
.doc
Oct 16, 2015

IPS00495 STL Add Pre Post Tefra Field
IPS00495 STL Add Pre Post Tefra Field
.doc
Oct 16, 2015

IPS00496 ATT IFT Add New Attachment Type
IPS00496 ATT IFT Add New Attachment Type
.doc
Oct 16, 2015

IPS00497 APP SUB POV FAR Add Roth 457
IPS00497 APP SUB POV FAR Add Roth 457
.doc
Oct 16, 2015

IPS00498-FAR-Add-Business-Edit-Retirement-Plans
IPS00498-FAR-Add-Business-Edit-Retirement-Plans
.doc
Oct 16, 2015

IPS00499 PRP Add Business Edit Retirement Plans
IPS00499 PRP Add Business Edit Retirement Plans
.doc
Oct 16, 2015

IPS00500 POV Add Rider Sub Type
IPS00500 POV Add Rider Sub Type
.doc
Oct 16, 2015

IPS00502 MSD Receiving Carrier Contract Number
IPS00502 MSD Receiving Carrier Contract Number
.doc
Oct 16, 2015

IPS00503 IFT Add New Carrier Reject Codes
IPS00503 IFT Add New Carrier Reject Codes
.doc
Oct 16, 2015

IPS00504 POV Increase Looping of Contract Band Guaranteed Record
IPS00504 POV Increase Looping of Contract Band Guaranteed Record
.doc
Oct 16, 2015

IPS00505 FAR Add Transaction ID
IPS00505 FAR Add Transaction ID
.doc
Oct 16, 2015

IPS00507 VI ARR Make Modal Amt and Modal Pct Optional
IPS00507 VI ARR Make Modal Amt and Modal Pct Optional
.doc
Oct 16, 2015

2015 September Enhancement Release Requirements Spec v0.1
2015 September Enhancement Release Requirements Spec v0.1
.doc
May 18, 2015

Nsccapp September 2015 DRAFT
Nsccapp September 2015 DRAFT
.xls
May 18, 2015

nscccom September 2015 DRAFT
nscccom September 2015 DRAFT
.xls
May 18, 2015

NSCCFAR September 2015 DRAFT
NSCCFAR September 2015 DRAFT
.xls
May 18, 2015

POV Layouts September 2015 DRAFT
POV Layouts September 2015 DRAFT
.xls
May 18, 2015

Approved for September 2015 Release
IPS00490 - FAR_COM - Change Looping and Modify Party Role Codes
Word .doc
Apr 14, 2015

Approved for September 2015 Release
IPS00491 - APPSUB- Add Bene Country of Citizenship
Word .doc
Apr 14, 2015

Approved for September 2015 Release
IPS00492 - FAR - Change Test Cycle Times
Word .doc
Apr 14, 2015

Approved for September 2015 Release
IPS00493 - POV - Add Arrangement Sub Types to SF Sub Type Code List
Word .doc
Apr 14, 2015

Approved for March 2015: FAR Layouts
FAR Layouts
.xls
Dec 22, 2014

Approved for March 2015: March 2015 Technical Specifications
March 2015 Technical Specifications
.docx
Dec 22, 2014

Approved for March 2015: Training Vendor Layouts
Training Vendor Layouts
.xls
Dec 22, 2014

Approved for March 2015: APP Layouts
APP Layouts
.xls
Dec 04, 2014

Approved for March 2015: COM Layouts
COM Layouts
.xls
Dec 04, 2014

Approved for March 2015: IFT Layouts
IFT Layouts
.xls
Dec 04, 2014

Approved for March 2015
IPS00489 POV FAR APP Add QLAC Identifier
Word
Dec 04, 2014

Approved for March 2015: LNA Layouts
LNA Layouts
.xls
Dec 04, 2014

Approved for March 2015: POV Layouts
POV Layouts
.xls
Dec 04, 2014

Approved for March 2015: STL Layouts
STL Layouts
.xls
Dec 04, 2014

Approved for March 2015
IPS00481 - LNA - Add TU Initial and Ongoing Indicator
Word
Nov 17, 2014

Approved for March 2015
IPS00476 - FAR - Contract Transaction Indicator
Word
Nov 10, 2014

Approved for March 2015
IPS00484 - APP_SUB - Increase Source Fund Looping to 999
Word
Oct 24, 2014

Approved for March 2015
IPS00486 - POV - Increase Contract Event Looping
Word
Oct 24, 2014

Approved for March 2015
IPS00487 - VI - Add LineOfBusiness and ProductType
Word
Oct 24, 2014

Approved for March 2015
IPS00488 -VI - Increase the Number of Allowable Sub-Accounts on the VI response
Word
Oct 24, 2014

Approved for March 2015
IPS00482 - LNA - Add New Training Type
Word
Oct 21, 2014

Approved for March 2015
IPS00483 - POV - Add Death Benefit Value Qualifiers
Word
Oct 21, 2014

Approved for March 2015
IPS00468 - LNA - Add Product Training Category
Word
Sep 24, 2014

Approved for March 2015
IPS00475 - STL - Changes to Support Replacements
Word
Sep 24, 2014

Approved for March 2015
IPS00474 - STL - Add Trans Type and Sub Type
Word
Sep 24, 2014

Approved for March 2015
IPS00472 - POV - Add Contract Value Qualifiers
Word
Sep 24, 2014

Approved for March 2015
IPS00471 - POV_FAR - Add Tertiary Beneficiary Code
Word
Sep 24, 2014

Approved for March 2015
IPS00479 - COM_FAR - Changes to Support Retirement Plans
Word
Sep 24, 2014

Approved for March 2015
IPS00470 - IFT - Reject Duplicate Rep
Word
Sep 24, 2014

Approved for March 2015
IPS00478 - FT - Add PartialIdentification
Word
Sep 24, 2014

Approved for March 2015
IPS00469 - APPSUB - Change Rate Percent to Optional
Word
Sep 24, 2014

Approved for March 2015
IPS00477 - IFT - Modify FormInstance Edit
Word
Sep 24, 2014

Approved for September 2014
IPS00459 - ICP - Add CUSIP Type
Acrobat .pdf
May 15, 2014

Approved for September 2014
IPS00462 - APPSUB - Add Illustration Date Code
Acrobat .pdf
May 15, 2014

Approved for September 2014
IPS00464 - POV - Add LTC Service Feature
Acrobat .pdf
May 15, 2014

Approved for September 2014
IPS00466 - LNA_PMP - Support SF Rider Level Training
Acrobat .pdf
May 15, 2014

Approved for September 2014
IPS00467 - FAR - Add Transaction Identifier
Acrobat .pdf
May 15, 2014

Approved for September 2014
IPS00463 - POV - Add Dividend Option
Acrobat .pdf
Apr 09, 2014

Approved for September 2014
IPS00465 - POV - Add Contract Value Qualifier Codes
Acrobat .pdf
Apr 09, 2014

Approved for September 2014
IPS00461 - COM - Add New CBRC
Acrobat .pdf
Apr 09, 2014

Approved for September 2014
IPS00460 - POV - Change Primary Adjustment Pct Edits
Acrobat .pdf
Mar 07, 2014

Approved for September 2014
IPS00455 - APPSUB - Add Agent State License Code
Acrobat .pdf
Feb 19, 2014

Approved for September 2014
IPS00452 - APP - Add Rate Threshold Percentage Field
Acrobat .pdf
Dec 13, 2013

Approved for September 2014
IPS00454 - LNA - Bank Holiday Processing Change
Acrobat .pdf
Dec 13, 2013

Approved for September 2014
IPS00457 - POV-Add Rate Threshold Percentage Field
Acrobat .pdf
Dec 13, 2013

Approved for March 2014
IPS00448 - IAT - Receiver Control Table Enhancements
Acrobat .pdf
Dec 12, 2013

Approved for March 2014
IPS00444 - Multiple Products - Add New Product Type
Acrobat .pdf
Dec 12, 2013

Approved for March 2014
IPS00445 - LNA - Add FINRA Registration Date
Acrobat .pdf
Dec 12, 2013

Approved for March 2014
IPS00447 - POV - New Contract Value
Acrobat .pdf
Dec 12, 2013

Approved for March 2014
IPS00449 - LNA - Daily Cumulative File
Acrobat .pdf
Dec 11, 2013

Approved for March 2014
IPS00450 - FAR APP POV - Add Decedent Role
Acrobat .pdf
Dec 11, 2013

Approved for March 2014
IPS00451 - POV - Add Guaranteed Contract Value
Acrobat .pdf
Dec 11, 2013

Approved for March 2013
IPS00419 - APPSUB - Increase Fund Size
Acrobat .pdf
Dec 09, 2013

Approved for March 2013
IPS00423 - LNA - Change Phone and Zip to Numeric
Acrobat .pdf
Dec 09, 2013

Approved for March 2013
IPS00424 - POV FAR - Add Status Type Code
Acrobat .pdf
Dec 09, 2013

Approved for March 2013
IPS00426 - POV - Add Contract Value Qualifier
Acrobat .pdf
Dec 09, 2013

Approved for March 2013
PS00425 - FAR - Change Agent Type Code Field
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00428 - COM - Add New Commission Payment Field
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00430 - FAR - Add Transaction Charges Qualifier
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00431 - POV/FAR - Add Status Type and Date Qualifier
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00432 - POV - Add RMD Codes
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00435 - POV - Add New Date Field
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00437 - COM - Add 2 CBRC's
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00438 - LNA Access - Increase Record Looping
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00439 - POV - Add Margin to Code List
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00440 - POV - Add Beneficiary Percentages
Acrobat .pdf
Dec 09, 2013

Approved for September 2013
IPS00441 - POV - Add Term Duration for Term Life
Acrobat .pdf
Dec 09, 2013

Implemented 2004-2011

Subject Description Type Date

Enhancements in 2011
2.09MB
ZIP Archive .zip
Dec 31, 2011

Enhancements in 2010
380KB
ZIP Archive .zip
Dec 31, 2010

Enhancements in 2009
497KB
ZIP Archive .zip
Dec 31, 2009

Enhancements in 2008
221KB
ZIP Archive .zip
Dec 31, 2008

Enhancements in 2007
409KB
ZIP Archive .zip
Dec 31, 2007

Enhancements in 2006
418KB
ZIP Archive .zip
Dec 31, 2006

Enhancements in 2005
307KB
ZIP Archive .zip
Dec 31, 2005

Enhancements in 2004
616KB
ZIP Archive .zip
Dec 31, 2004

Archived (old releases)

Subject Description Type Date

2014 September Enhancement Release
2014 September Enhancement Release
.zip
Sep 24, 2014

2014 March Enhancement Release
2014 March Enhancement Release
.zip
May 15, 2014

2004 Year End Enhancement Release
Test - Nov 19, 2004 & Production - Dec 8, 2004
.zip
Dec 09, 2013

2005 Mid Year Enhancement Release
Test - May 13, 2005 & Production - June 3, 2005
.zip
Dec 09, 2013

2005 Year End Enhancement Release
Test - Nov 18, 2005 & Production - Dec 9, 2005
.zip
Dec 09, 2013

2006 March Enhancement Release
Test - Feb 17, 2006 & Production - Mar 10, 2006
.zip
Dec 09, 2013

2007 June Code Only Release
Test - Jun 14, 2007 & Production - Jun 21, 2007
.zip
Dec 09, 2013

2007 March Enhancement Release
Test - Feb 16, 2007 & Production - Mar 8, 2007
.zip
Dec 09, 2013

2007 November Code Release
Test - Oct 18, 2007 & Production - Nov 8, 2007
.zip
Dec 09, 2013

2007 September Enhancement Release
Test - Aug 16, 2007 & Production - Sep 6, 2007
.zip
Dec 09, 2013

2008 March Enhancement Release
Test - Feb 14, 2008 & Production - Mar 6, 2008
.zip
Dec 09, 2013

2008 September Enhancement Release
Test - Aug 28, 2008 & Production - Sep 18, 2008
.zip
Dec 09, 2013

2009 March Enhancement Release
Test - Feb. 26, 2009 & Production - March 19, 2009
.zip
Dec 09, 2013

2009 September Enhancement Release
Test - August 27, 2009 & Production - September 24, 2009
.zip
Dec 09, 2013

2010 March Enhancement Release
Test – February 25, 2010 & Production – March 25, 2010
.zip
Dec 09, 2013

2010 September Enhancement Release
Test – August 26, 2010 & Production – September 23, 2010
.zip
Dec 09, 2013

2011 March Enhancement Release
Test - February 24, 2011 & Production - March 24, 2011
.zip
Dec 09, 2013

2011 September Enhancement Release
Test – August 25, 2011 & Production – September 22, 2011
.zip
Dec 09, 2013

2012 March Enhancement Release
Test - February 23, 2012 & Production – March 22, 2012
Acrobat .pdf
Dec 09, 2013

2012 September Enhancement Release
Test – August 23, 2012 & Production – September 20, 2012
.zip
Dec 09, 2013

2013 March Enhancement Release
Test - March 21, 2013 & Production - April 18, 2013
.zip
Dec 09, 2013

2013 September Enhancement Release
September 2013 - Test - September 5, 2013 & Production September 19, 2013
Acrobat .pdf
Sep 05, 2013

IPS 2004 Mid Year Enhancement Release
Test - Aug 12, 2004 & Prod - Sep 8, 2004
.zip
Sep 08, 2004

APP/SUB Improvement Release
Test - Jul 8, 2004 & Production - Aug 4, 2004
.zip
Aug 04, 2004

Code Release for FAR & APP/SUB
Test/Production - April 8, 2004
.zip
Apr 08, 2004

On Hold (Pended for Future Review)

Subject Description Type Date

No record is found.

Not Approved/Withdrawn 1998-2009

Subject Description Type Date

1998
1998
.zip
Dec 09, 2013

1999
1999
.zip
Dec 09, 2013

2001
2001
.zip
Dec 09, 2013

2002
2002
.zip
Dec 09, 2013

2003
2003
.zip
Dec 09, 2013

2004
2004
.zip
Dec 09, 2013

2005
2005
.zip
Dec 09, 2013

2006
2006
.zip
Dec 09, 2013

2007
2007
.zip
Dec 09, 2013

2008
2008
.zip
Dec 09, 2013

2009
2009
.zip
Dec 09, 2013

Not Approved/Withdrawn 2010-Present

Subject Description Type Date

IPS00501 POV Increase Looping of Contract Annuitization Record
I&RS Review Board: IPS00501 POV Increase Looping of Contract Annuitization Record
Word, .doc
Oct 15, 2015

IPS00506 APP SUB POV FAR Add IRS Qual Code
I&RS Review Board: IPS00506 APP SUB POV FAR Add IRS Qual Code
Word, .doc
Oct 15, 2015

Enhancements on Hold
IPS00485 - LNA Access - Change Address Edits
Acrobat .pdf
Oct 20, 2014

IPS00456 APP Add Delivery State
I&RS Review Board: IPS00456 APP Add Delivery State (361KB)
Acrobat .pdf
Jan 21, 2014

IPS00453 LNA Allow Special Characters Name
I&RS Review Board: IPS00453 LNA Allow Special Characters Name (316KB)
Acrobat .pdf
Jan 21, 2014

IPS00446 - IAT - Modify Receiver Control Table
IPS00446 - IAT - Modify Receiver Control Table
Acrobat .pdf
Dec 12, 2013

IPS00443 - LNA - Add Export File
IPS00443 - LNA - Add Export File
Acrobat .pdf
Dec 12, 2013

IPS00442 - POV - Add Return on Premium
IPS00442 - POV - Add Return on Premium
Acrobat .pdf
Dec 11, 2013

I&RS Review Board: Enhancement Request Form
I&RS Review Board: Enhancement Request Form
Acrobat .pdf
Dec 09, 2013

Enhancements on Hold
IPS00412 - ICP - Add CUSIP Type Code
Acrobat .pdf
Dec 09, 2013

Enhancements on Hold
IPS00416 - LNA - Add National Producer Number
Acrobat .pdf
Dec 09, 2013

Enhancements on Hold
IPS00436 - LNA - Add Output Cycles
Acrobat .pdf
Dec 09, 2013

2012
2012
ZIP Archive .zip
Dec 09, 2012

2011
2011
ZIP Archive .zip
Dec 11, 2011

2010
2010
ZIP Archive .zip
Nov 10, 2010