ACATS (IPS)/BIN/REP/BEN - Inforce Transactions (IFT)
Asset Pricing
Attachments
- Attachments Data Dictionary (MS-Excel .xlsx, 42.1KB, Updated 07/2022)
- Attachments Implementation Guide (MS-Word .doc, 1.21MB, Updated 12/2021)
- Attachments Technical Reference Guide (MS-Word .doc, 449KB, Updated 10/2019)
- Attachments Connectivity Guide (MS-Word .doc, 423KB, Updated 10/2019)
- Attachments WSDLs and Schemas (ZIP Archive. zip, 9.76KB, Updated 07/2022)
- Attachments XML Samples (ZIP Archive .zip, 16.2KB, Updated 05/2009)
Attachments Access
Commissions
Financial Activity Reporting
InForce Web Transactions (IFW) - Fund Transfers/Withdrawals/Arrangements/Non-Financial
- IFT Sample Messages (ZIP Archive .zip, 98.6KB, Updated 10/2019)
- IFT Web Services Implementation Guide (MS-Word .doc, 173KB, Updated 12/2017)
- IFT Web Services Technical Reference Guide (Acrobat .pdf, 139KB, Updated 12/2017)
- IFT Web Services Connectivity Guide (MS-Word .doc, 80.0KB, Updated 10/2019)
- IFT WSDL's and Schemas (ZIP Archive .zip, 46KB, Updated 07/2023)
- IFT Web Services Message Data Dictionary (MS-Excel .xls, 394KB, Updated 07/2023)
- Change Password WSDL and Schema (MS-Excel .xls, 2.94MB, Updated 05/2018)
IFT Access
- IFT Access Upload Instructional Guide (Acrobat .pdf, 766KB, Updated 08/2009)
- IFT Import Specifications (MS-Excel .xls, 68.5KB, Updated 09/2019)
- IFT Activity Template (MS-Excel .xls, 33KB, Updated 05/2010)
- IFT Import Template (MS-Excel .xls, 84.5KB, Updated 09/2019)
- IFT Access - How to Download Data File Procedure (Acrobat .pdf, 453KB, Updated 05/2019)
- IFT Access Upload Template (BIN REP) (MS-Excel .xls, 149KB , Updated 09/2020)
- IFT Access Upload Template (BDR) (MS-Excel .xls, 153KB , Updated 09/2020)
Initial Application (APP) and Subsequent Premium (SUB)
Insurance Information Exchange
Licensing & Appointments
LNA Access
- LNA Access - How to Download Data File Procedure (Acrobat .pdf, 485KB, Updated 05/2019)
- LNA Activity Template (MS-Excel.xls, 45KB, Updated 05/2019)
- LNA Import Specifications (MS-Excel.xls, 82.5KB, Updated 09/2019)
- LNA Import Sample (MS-Excel .xls, 68KB, Updated 09/2020)
- LNA Import Template (MS-Excel .xls, 233KB, 04/2017)
Money Settlement
- Tolerance Monitoring of I&RS Service Settlement Amounts (Acrobat .pdf, 82KB, Updated 04/2021)
- NSCC Money Settlement Detail (MSD) Record Layout (Acrobat .pdf, 17KB, Updated 12/2016)
- MSD Canned File (Text .txt, 1.66KB, Current Version)
- Money Settlement System (MSS) Record Layout (Acrobat .pdf, 142KB, Updated 11/2020)
- MSS Canned File (Text .txt, 1KB, Current Version)
Positions & Valuations
Producer Management Portal
Reject Processing Guidelines
Settlement Processing for InsuranceSM
DataTrak and AutoRoute
- DataTrak Record Layouts (MS-Excel .xls, 71KB, Current Version)
- PCWeb Input Example (Acrobat .pdf, 11KB, Current Version)
- AutoRoute Record Layouts (MS-Excel .xls, 51KB, Current Version)
- PCWeb Output Example (Acrobat .pdf, 12KB, Current Version)