Welcome! In this section of the DTCC Learning Center you will find the resources you need to maximize your use of DTCC's Insurance & Retirement Services offerings. To find the content you need either use the Search field or select a product below to all associated resources.
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DTCC's Insurance & Retirement Services (I&RS) learning page is a resource designed to provide access and comprehensive understanding to I&RS materials. We offer a suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners -- broker/dealers, banks, brokerage general agencies, independent broker/dealers and other firms -- through a secure, centralized and automated infrastructure. This learning center is designed to enable insurance carriers and distributors to exchange information at various points throughout insurance processing cycle.
Explore our Record Layouts, Standard Usage, Contact List and other resources to stay informed and enhance your proficiency in the rapidly evolving insurance industry.
Welcome! In this section of the Learning Center you will find resources to support your use of the Account Transfers for Insurance (ACATS/IPS) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Asset Pricing (AAP) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Attachments (ATT) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Commission Schedule Transmittal (CST) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Commissions (COM) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Fee and Expense Transmittal (FET) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Financial Activity Reporting (FAR) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the In-Force Transactions (IFT) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Initial Application (APP) and Subsequent Premium (SUB) services. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Insurance Information Exchange (IIEX) platform. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Licensing and Appointments (LNA) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find cross-product resources to support your use of Insurance & Retirement services. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Positions and Valuations (POV) service.
To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Producer Management Portal (PMP). To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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Welcome! In this section of the Learning Center you will find resources to support your use of the Settlement Processing for Insurance (STL) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.
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