Miscellaneous

Welcome! In this section of the Learning Center you will find resources to support your use of Insurance and 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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Product CUSIP Recommended Usage

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BIN/REP Upload Template

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I&RS Contact List

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Insurance Information Exchange - Online Help

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Inforce Transactions (IFT) Layouts

This document provides the record layouts for ACATS (IPS)/BIN/REP/BEN - Inforce Transactions (IFT).
September 01, 2021

PVF/PNF/PFF Layouts

September 01, 2021

Custodial to Non-Custodial - Sample Message

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Sample Carrier Day 1 Response Message (Carrier Accepted for Further Processing)

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Sample Carrier Day 1 Response Message (Carrier Reject for Business Reason)

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Processing Rules for Broker Dealer of Record Change: B2B Client Transmission

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