Skip to main content

This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

Public Documents

View All

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

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

    REP

    DTCC's REP service facilitates changes of representatives of record within a firm when the representative retires or leaves the firm. Click here to learn more.

    Overview
  • News

    Read the news about DTCC's REP, an automated service facilitating changes of the representatives of record within the managing firm when the representative leaves the firm.

    Read More
  • Legal

    Get the legal information about DTCC's REP, used with the Automated Customer Account Transfer Service/Insurance Processing service to correct agent information.

    Read More
dtccdotcom