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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

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    Settlement Processing for Insurance automates the settlement of post-issue money/funding allowing for the optimal facilitation of funds back to a client's account.

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    Check out the latest news about DTCC's Settlement Processing for Insurance which provides a faster, more predictable process with same-day net settlement. Learn more.

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  • Legal

    Download important legal notices about DTCC's Settlement Processing for Insurance which reduces research required for unidentified/lost check processing & other rejects.

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