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title	Changelog

Date	Change
December 2022	Initial Version.

Overview

Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.

Prerequisites

Configured Starting Point
A list of eligible vendors
A list of client’s required proprietary forms
Properly configured Request groups (to launch this process from the Quick Start)

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Click New > Starting Point -AnnuityNet.

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

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Select Existing Client (Figure 3).

Note: You may also select New Client (Figure 3), then choose an existing Client Subfolder from the list, or click on the New Client Subfolder button (Figure 4).

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Search for an existing Client.

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Select a Vendor.

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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: Yourfirm may have proprietary and carrier forms that they want to include with every SubPay.Click Add Forms to attach optional forms or required proprietary forms, if they are not attached by default.

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In the Form Viewer, click the Save icon to trigger any optional or required validation messages for your form.

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Fill out all the necessary fields on the Form, then click the Save icon again. Fill out the fields of the Form.
Note: Red fields are required, and yellow are optional.
Tip
Tip: Clicking a validation message will bring you to the corresponding field.
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Repeat for each form in the Work Item. Fill out the form and click the Launch AnnuityNet SubPay button.
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The system opens the AnnuityNet SubPay wizard. Fill out the required fields. Click the Arrow icon to navigate to the next screen.
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The wizard validates the fields. Click the Confirm Contract Feature Selections and Submit Transaction button to submit this transaction.
The system displays a confirmation message.
The Work Item contains all the carrier forms.
Note
Warning: The carrier forms are not editable at this point, they may only be signed as they are. If any of the data in these forms is incorrect, click the Edit AnnuityNet button. The system will remove the carrier forms and reopen the wizard.
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Click Actions, then esign or Wet Sign to initiate the signing process.