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

Blank Enhancement Request Form

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

Current Release

Mar 18, 2021 IPS00655 IFW Add New Elements to 113 21209 .doc

Mar 18, 2021 IPS00660 - IFW - Increase Address Object Occurrences (55.5 KB) MS-Word .doc

Mar 18, 2021 IPS00663 LNA Modify Training Vendor File .doc

Mar 18, 2021 IPS00664 IFT Modify CAT Edit .doc

Jan 25, 2021 IPS00661 - IFW - Add ArrangementKey Property (56.5 KB) MS-Word .doc

Reviewed for a Future Release

No record is found.

Implemented 2016 - Present

Mar 22, 2021 March 2021 Code List Modifications .docx

Mar 18, 2021 IPS00662 IFW Add Joint Annuitant Role Code .doc

Mar 18, 2021 IPS00666 IFW Add new code to Arrangement Mode ArrMode .doc

Jan 25, 2021 IPS00658 - POV - Add New Contract Value Qualifier Code (71.5 KB) .doc

Jan 25, 2021 IPS00659 - POV - Add Contract Date Code (58.0 KB) .doc

Jan 25, 2021 January 2021 Code List Modifications (83.4 KB) .doc

Nov 02, 2020 November 2020 Code List Modifications .pdf

Sep 28, 2020 2020 September Enhancement Release

Jun 03, 2020 June 2020 Code List Modifications .pdf

May 08, 2020 March 2020 Code List Modifications .pdf

May 08, 2020 March 2020 Enhancement Requests .zip

May 08, 2020 September 2019 Enhancement Requests .zip

May 08, 2020 September 2020 Enhancement Requests .zip

Jan 27, 2020 January 2020 Code List Modifications .pdf

Dec 23, 2019 2020 March Enhancement Release .zip

Oct 15, 2019 CUSIP Profile Enhancements .pdf

Oct 15, 2019 CUSIP Profile Upload Template .xlsx

Sep 19, 2019 2019 September Enhancement Release .zip

Apr 11, 2019 2017 Enhancement Requests .zip

Mar 25, 2019 2018 September Enhancement Release .zip

Mar 25, 2019 2019 March Enhancement Release .zip

Jul 09, 2018 2018 March Enhancement Release Documentation .zip

Jan 23, 2018 September 2017 Release Supporting Documentation .zip

Mar 08, 2017 2017 Spring Release Supporting Documentation .zip

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

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

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

Jan 08, 2016 NSCCMSD March 2016 DRAFT .doc

On Hold (Pended for Future Review)

Mar 16, 2021 IPS00665 - STL - Support Transfers to Distributors .doc

Not Approved/Withdrawn