Introduction: This guide describes how to use SubPay with AnnuityNet.
Audience: Field users, Back-Office users.
Standard AnnuityNet payment is used for new transactions. SubPay is used to add additional contributions and expenditures to existing contracts.
A. The standard way using the Starting Point.
Note. Starting Point must be appropriately configured. It must contain the vendors allowed for the SubPay, and the required proprietary forms.
Click Starting Point.
On the next screen, click the SubPay-AnnuityNet tile.
3. Select Existing Client
Note: If you select New Client, then select a record and click the account or click New Client Subfolder.
4. Search for the existing Client.
5. Select a Vendor.
Note: Some clients will have different carriers for SubPay versus a new account with two separate processes correspondingly.
6. Select:
State
Product Type
Product Name
Registration Type
Account Option(s)
7. 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 to attach the required proprietary forms if they are not attached by default.
8. In the Forms view, click the Save icon.
9. Fill out the fields of the Form.
Note: Red fields are required, and yellow are optional.
10. Click the Launch AnnuityNet SubPay button.
11. The system opens the SubPay wizard. Fill out the required fields.
The next steps of the workflow are the same as for the standard AnnuityNet payment:
Send the Work Item for eSign
Back-Office approves the Work Item
Send back a notification to AnnuityNet to approve.
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