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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

Jan 01, 2010 393KB pdf

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

Additional Resources

  • FPO

    FAR

    DTCC's Financial Activity Reporting (FAR) service enables insurance carriers to provide distributors with daily financial transaction information. Read more.

    Overview
  • News

    Check out the latest news about DTCC's FAR service which creates an audit trail of customer investment activity and maintains contract history. Visit the website.

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  • Legal

    Download important legal notices about DTCC's Financial Activity Reporting (FAR) providing comprehensive account statements to agents and their clients. Learn more.

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