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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

Additional Resources

  • FPO

    Fund Transfers

    Our Fund Transfers (FTR) service enables distributors & insurance carriers to perform fund transfer transactions in real-time. Learn more about Fund Transfers benefits.

    Overview
  • News

    Check out the latest news about DTCC's Fund Transfers with real-time response capability providing fund transfer status to distributor. Visit the website to learn more.

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  • Legal

    Download the legal information about Fund Transfers which helps carriers process more in-good-order transactions due to upfront rule checks. Visit the website.

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