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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 Carriers Acrobat .pdf

Feb 08, 2016 Account Product Detail by Holding Company - Active Distributors Acrobat .pdf

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

Additional Resources

  • FPO

    POV

    DTCC's Positions & Valuations service enables insurance carriers to send contract details on a daily, weekly, monthly or other basis. Learn more how POV works.

    Overview
  • News

    Read the latest updates about DTCC's POV service which assembles key contract information, including current values, service features and parties to the contract.

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  • Legal

    Download legal information about DTCC's Positions & Valuations which identifies unassigned accounts, enabling distributors to appoint an active agent to the account

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