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Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.
A. The standard way using The process begins with the Starting Point.
Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
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You can launch this process from the Quick Start, if the Request groups are correspondingly configured. |
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Click Starting Point.
On the next screen, click the SubPay-AnnuityNet tile.
Select Existing Client. Note: If you select New Client, then select a record and click the account or click New Client Subfolder.
Search for the existing Client.
Select a Vendor. Note: Some clients will have different carriers forSubPay versus a new account with two separate processes.
Select:
Review the Summary and click Create Work Item. 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.
In the Forms view, click the Save icon.
Fill out the fields of the Form. Note: Red fields are required, and yellow are optional.
Click the Launch AnnuityNet SubPay button.
The system opens the SubPay wizard. Fill out the required fields. |
The next steps of the workflow are the same as for the standard AnnuityNet payment:
Send the Work Item for eSign
Back-Office approves the Work Item
Send back a notification to AnnuityNet to approve.
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The wizard validates the fields to make sure there is not NIGO situations. Click the Confirm button to submit this transaction. If the transaction is successful, you get the confirmation message. The Work Item contains all the carrier forms.
Click the eSign or Wet Sign button to sign the forms right now or click the Send to Back Office button to send them to the Back Office for eSigning. |