The Participants' Section provides access to documentation and information necessary for Insurance & Retirement Services' customers to implement I&RS products.
Apr 24, 2017 IPS Enhancement Request Form (31.0KB) MS-Word .doc
Jul 06, 2022 Summer 2022 Enhancement Release .zip
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Apr 18, 2022 IPS00695 - POV - Security Type Code .doc
Apr 18, 2022 IPS00697 - POV/FAR/APP SUB - Add IRS Qual Codes .doc
Apr 18, 2022 IPS00698 - FAR - Add Transaction Identifier Codes .doc
Apr 18, 2022 IPS00700 - COM/FAR - Modify Code Descriptions .doc
Apr 18, 2022 IPS00702 - FAR - Add Transaction Qualifier Codes .doc
Apr 18, 2022 May 2022 Code List Modifications .docx
Mar 18, 2022 Spring 2022 Enhancement Release .zip
Jan 11, 2022 January 2022 Code List Modifications .doc
Jan 11, 2022 IPS00692 - IFW - Add Product Type Codes (212 and 115) .doc
Dec 06, 2021 November 2021 Code List Modifications .docx
Dec 06, 2021 IPS00685 - POV_FAR - Add-Contract-Valuation-Code .doc
Sep 23, 2021 September 2021 Enhancement Release .zip
Sep 23, 2021 September 2021 Enhancement Requests .zip
Aug 26, 2021 IPS00674 - FET - Add FET Code Items .doc
Aug 26, 2021 September 2021 Code List Modifications .docx
Aug 26, 2021 IPS00682 - POV_FAR - Add New Estate Code .doc
Aug 26, 2021 IPS00676 - COM - Add New CBRC Codes .doc
Aug 26, 2021 IPS00678 - APP_COM_FAR_POV - Add New IMO Code .doc
Jun 22, 2021 IPS00667 - IFT - Add New IFT Code List Item .doc
Jun 22, 2021 IPS00670 - APP-SUB - Add New Signature Dates .doc
Jun 22, 2021 IPS00671 - POV - Add Code List Items .doc
Jun 22, 2021 July 2021 Code List Modifications .doc
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 Upload Template .xlsx
Sep 19, 2019 2019 September Enhancement Release .zip
Apr 11, 2019 2017 Enhancement Requests .zip
Mar 25, 2019 2019 March Enhancement Release .zip
Jan 23, 2018 September 2017 Release Supporting Documentation .zip
Mar 16, 2021 IPS00665 - STL - Support Transfers to Distributors .doc