Click on Images to Expand Them
| Rw ui steps macro |
|---|
Once all sections of the Wizard have a green |
checkmark check mark beside them, you can click "Confirm Contract Features Selections and Submit Transaction." Once the |
work item 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. |  Image ModifiedSubmission Confirmation Screen |
After submitting the transaction, the Wizard adds the completed carrier documents to the |
work itemWork Item. AnnuityNet Only Processes Carrier Forms AnnuityNet processes only the carrier forms. You must add any additional proprietary documents to the |
work item Work Item through the form matrix. |  Image ModifiedWork Item Event History Screen |
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 |
work item 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. |  Image ModifiedSubmission Successful Confirmation Popup |
After annuity transactions are initiated or submitted the user can see the status in the |
work item Work Item details screen under event history. | Image Modified Work Item Details Screen |
|
