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Overview
The normal AnnuityNet wizard walks you through creating annuity accounts. In many cases, the purchase of an annuity is followed by subsequent payments of premiumpremiums, known as subpayssub-pays. The AnnuityNet Subpay wizard allows you to process subpay sub-pay transactions for existing annuities. The subpay sub-pay business rules support subpay sub-pay transaction availability, fund availability, and premium allocation availability by contract and issue by state.
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.
On the next screen, click the SubPay-AnnuityNet tile.
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).
Search for an existing Client.
Select a Vendor.
Select:
Click Next.
Review the Summary and click Create Work Item.
Note: Yourfirm may have proprietary and carrier forms that they want to include with every |
sub-pay.Click Add Forms to attach optional forms or required proprietary forms, if they are not attached by default.
In the Form Viewer, click the Save icon to trigger any optional or required validation messages for your form.
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.
Repeat for each form in the Work Item. Fill out the form and click the Launch AnnuityNet SubPay button.
The system opens the AnnuityNet SubPay wizard. Fill out the required fields. Click the Arrow icon to navigate to the next screen.
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.
Click Actions, then esign or Wet Sign to initiate the signing process.
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Audience: Field users, Back-Office users.
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Functionality: This guide describes how to use SubPay with AnnuityNet. |
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