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Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
Click Starting Point.
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On the next screen, click the SubPay-AnnuityNet tile.
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3. Click Select Existing Client
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Note: If you select New Client, then select a record and click the account or click New Client Subfolder.
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4. Select the Vendor (Axa Equitable)Search for the existing Client.
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5. Select the Statea Vendor.
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Note: Some clients will have different carriers forSubPay versus a new account with two separate processes correspondingly.
6. Select the Product Type.:
State
Product Type
Product Name
Registration Type
Account Option(s)
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7. Select the Registration TypeReview the Summary and click Create Work Item.
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Note: Firms may have proprietary and carrier forms that they want to include with every SubPay.Click Add to attach the required proprietary forms if they are not attached by default.
8. In the Forms view, click the Save icon.
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9. Click Create Work Item.
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Fill out the fields of the Form.
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Note: Red fields are required, and yellow are optional.
10. Click the Launch AnnuityNet SubPay button.
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11. The system opens the SubPay wizard. Fill out the required fields.
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The next steps of the workflow are the same as for the standard AnnuityNet payment:
Send the Work Item for eSign
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Back-Office approves the Work Item
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Send back a notification to AnnuityNet to approve.
[4:50]
Click Starting Point.
On the next screen, click the SubPay-AnnuityNet tile.
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3. Select Existing Client
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4. Search for the client.
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5. Select a Vendor.
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6. Select:
State
Product Type
Product Name
Registration Type
Account Option(s)
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7. Review Summary. Click Create Work Item.
Note: Firms may have proprietary and carrier forms that they want to include with every SubPay. To add the optional forms, click Add.
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8. Fill out the forms in the Work Item.
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[9:00]
9. 14:00]