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Fee and Expense Transmittal (FET)

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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Fee and Expense Transmittal (FET) utilizes efficient, automated processes to give financial professionals transparency in disclosure regulations and related fees & expenses can be deducted.

 

 

Record Layouts

Fee & Expense Data Dictionary (FET)

March 01, 2023

Fee & Expense Schema (FET)

November 30, 2021

 

Standard Usage

Fee & Expense Transmittal Fee Modeling

November 08, 2016

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I&RS APP/SUB Record Layouts v25-11

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I&RS Fall 2025 Enhancements - Release Requirements

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I&RS Status Tracking Data Dictionary

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I&RS Activity Status Schemas

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I&RS LNA Record Layouts v25-9

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I&RS COM Record Layouts v25-11

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I&RS POV Record Layouts v25-11

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I&RS: IPS00777 POV COM FAR LNA- Align Agent Role Code

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I&RS APP-SUB Record Layouts v25-7

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I&RS FAR Record Layouts v25-7

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I&RS IPS000770 - POV - CA Surrender Charge Monthly Reduction

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I&RS IPS00772 - APPSUB - Modify Edit on Partial Withdrawal Type

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I&RS IPS00773 APP/SUB QA Records

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I&RS IPS00774 - POV - Increase Looping Structure Occurrences

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Insurance Information Exchange - Online Help

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I&RS POV Record Layouts v25-5

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I&RS 2025 Enhancements

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I&RS: STL-Record-Layouts v25-3

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I&RS Inforce Transactions (IFT) Layouts

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Attachments Data Dictionary (ATT)

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Attachments WSDLs and Schemas (ATT)

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I&RS FAR for Asset Managers Layouts (FAM)

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AutoRoute Layouts

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Licensing and Appointments Layouts (LNA)

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