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Rw ui steps macro
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Click Starting Point.

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On the next screen, click the SubPay-AnnuityNet tile.

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Select Existing Client.

Note: If you select New Client, then select a record of the account or click New Client Subfolder.

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Search for the existing Client.

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Select a Vendor.

Note: Some clients will have different carriers forSubPay versus a new account with two separate processes.

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Select:

  • State

  • Product Type

  • Product Name

  • Registration Type

  • Account Option(s)

Click Next.

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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 Forms to attach the required proprietary forms if they are not attached by default or optional forms.

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In the Forms view, click the Save icon.

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Fill out the fields of the Form.

Note: Red fields are required, and yellow are optional.

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Click the Launch AnnuityNet SubPay button.

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The system opens the SubPay wizard. Fill out the required fields.

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.

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The Work Item contains all the carrier forms.

Note

Warning: The carrier forms are not editable. These are only allowed to eSign. If some of the data is wrong, click the Edit AnnuityNet button. It would remove the forms, and would allow to change and resubmit the forms.

Rw step

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.

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