Store additional Course Type, A AML Training, in Producer Management Portal and add functionality for – participants to retrieve this new data. STL Settlement Processing for Insurance – IPS00474 STL Add Trans Type and Trans Sub Type (Optional) – – STL currently does not support annuitization payments for an annuity in the payout phase. The transaction type of Periodic Annuitization Payment should be sent with a transaction sub type of Income Payment. Add new code to the Transaction Type Code List #2003 PA - Periodic Annuitization Payment Add new code to the Transaction Sub Type Code List #2004 13 Income Payment – Add edit: Sub Type 13 Income Payment can only be used with Transaction Type PA Periodic – – Annuitization Payment Modify edit to allow sub type 12 Substantially Equal Payments to be used with new code PA. – IPS00475 STL Changes to Support Replacements (Optional) – – The following changes are being added to support the Replacements cash settlement process as determined by the STL for Replacements working group. Add new codes to the Transaction Type Code List #2003 FS Full Surrender – PS Partial Surrender – Modify edits for currently mandatory items #2009 CUSIP and #2010 Distributors Account ID to Optional/Conditional. Edit: #2009 and #2010 are optional if Transaction Type #2003 is FS Full Surrender – or PS Partial Surrender. – Please note: Item# 2011, Data is optional when Transaction Type = 'FL' (Free Look), 'NT' (Not Taken Out Withdrawal), 'RA' (Rejected APP-Return of Premium), DB' (Death Benefit Payment), 'FS' (Full Surrender), "PS" (Partial Surrender); Required for other Transaction Types.
Store additional Course Type, A – AML Training, in Producer Management Portal and add functionality for participants to retrieve this new data. STL – Settlement Processing for Insurance IPS00474 – STL – Add Trans Type and Trans Sub Type (Optional) STL currently does not support annuitization payments for an annuity in the payout phase. The transaction type of Periodic Annuitization Payment should be sent with a transaction sub type of Income Payment. Add new code to the Transaction Type Code List #2003 PA - Periodic Annuitization Payment Add new code to the Transaction Sub Type Code List #2004 13 – Income Payment Add edit: Sub Type 13 – Income Payment can only be used with Transaction Type PA – Periodic Annuitization Payment Modify edit to allow sub type 12 – Substantially Equal Payments to be used with new code PA. IPS00475 – STL – Changes to Support Replacements (Optional) The following changes are being added to support the Replacements cash settlement process as determined by the STL for Replacements working group. Add new codes to the Transaction Type Code List #2003 FS – Full Surrender PS – Partial Surrender Modify edits for currently mandatory items #2009 CUSIP and #2010 Distributors Account ID to Optional/Conditional. Edit: #2009 and #2010 are optional if Transaction Type #2003 is FS – Full Surrender or PS – Partial Surrender. Please note: Item# 2011, Data is optional when Transaction Type = 'FL' (Free Look), 'NT' (Not Taken Out Withdrawal), 'RA' (Rejected APP-Return of Premium), DB' (Death Benefit Payment), 'FS' (Full Surrender), "PS" (Partial Surrender); Required for other Transaction Types.
2015_March_Enhancement_Release_Requirements_Spec_v0_1.docx