Click on Images to Expand Them
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Once all sections of the Wizard have a green |
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check mark beside them, you can click "Confirm Contract Features Selections and Submit Transaction." Once the |
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Work Item is considered in-good-order (IGO) and ready to be transmitted to the carrier, AnnuityNet securely delivers the complete signed documents to the carrier. |
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 Image AddedSubmission Confirmation Screen |
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After submitting the transaction, the Wizard adds the completed carrier documents to the |
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Work Item. AnnuityNet Only Processes Carrier Forms AnnuityNet processes only the carrier forms. You must add any additional proprietary documents to the |
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Work Item through the form matrix. |
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 Image AddedWork Item Event History Screen |
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It then follows your firm’s defined workflow process in Docupace. Typically, this includes wet sign or esign, principle review, compliance, or supervision. Once the |
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Work Item is considered in-good-order (IGO) in Docupace and is ready to be transmitted to the carrier, Docupace sends the signed documents to AnnuityNet for secure delivery to the carrier via DTCC. |
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 Image AddedSubmission Successful Confirmation Popup |
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After annuity transactions are initiated or submitted the user can see the status in the |
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Work Item details screen under event history. |
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| Image Added Work Item Details Screen |
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