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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

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    SUB

    DTCC offers Subsequent Premiums service, an efficient process for transmitting subsequent premium information from distributors to insurance carriers. Learn more.

    Overview
  • News

    Read the latest news about DTCC's Subsequent Premiums (SUB) service which helps clients settle money the same day for subsequent premium payments. Visit the website.

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  • Legal

    Get legal information about DTCC's Subsequent Premiums service which streamlines premium payments and lowers costs by reducing paper and manual processing.

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