Once all sections of the Wizard have a green check mark beside them, you can click "Confirm Contract Features Selections and Submit Transaction." Once the 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.

Submission Confirmation Screen

After submitting the transaction, the Wizard adds the completed carrier documents to the Work Item.

note

AnnuityNet Only Processes Carrier Forms

AnnuityNet processes only the carrier forms. You must add any additional proprietary documents to the Work Item through the form matrix.

AnnuityNet Only Processes Carrier Forms

AnnuityNet processes only the carrier forms. You must add any additional proprietary documents to the Work Item through the form matrix.

Work 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 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.

Submission Successful Confirmation Popup

After annuity transactions are initiated or submitted the user can see the status in the Work Item details screen under event history.

Work Item Details Screen

Next Steps