Account Transfers for Insurance (ACATS/IPS)

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.

Remember to log in to see all content.

ACATS/IPS (Automated Customer Account Transfer Service/ Insurance Processing Service) automates the changes in distributors of record for an annuity when clients transfer their accounts from one brokerage firm to another.

ACATS/IPS enables distributors to include annuity assets, along with other securities, when transferring accounts and gives them automated, timely access to important information about their customers’ portfolios. The service also facilitates representative of record and broker-identification number changes within a contract.

 

Standard Usage

 

ACATS/IPS Detailed Level Process Flow Part I - ACATS Process

February 01, 2004

ACATS/IPS Detailed Level Process Flow Part II - IPS Process

March 01, 2004

ACATS/IPS High Level Process Flow

January 01, 2004

ACATS/IPS Standard Usage for Status Reason Codes

December 01, 2006

ACATS/IPS Use Cases

May 01, 2004

By Transaction Type: BEN Transaction

March 01, 2005

By Transaction Type: CAT Confirmation

March 01, 2005

By Transaction Type: CAT Transaction to Carrier

March 01, 2005

By Transaction Type: REP Transaction

April 01, 2005

By Transaction Type: TEX Transaction

September 01, 2004

IFT CAT Data Samples

January 01, 2005

IFT File Output Structure Guidelines

January 01, 2005

IFT Reject File Structure Guidelines

January 01, 2005

IFT REP Data Samples

December 01, 2007

IFT TEX Data Samples

September 01, 2004

Selling Agreement Addendum Suggested Verbiage

December 01, 2003

Transfer Initiation Form (TIF) Suggested Verbiage

February 01, 2005

Filter resources:
Order Resources by

IFT REP Data Samples

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS/IPS Standard Usage for Status Reason Codes

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

By Transaction Type: REP Transaction

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

By Transaction Type: BEN Transaction

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

By Transaction Type: CAT Confirmation

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

By Transaction Type: CAT Transaction to Carrier

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Transfer Initiation Form (TIF) Suggested Verbiage

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

IFT Reject File Structure Guidelines

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

IFT CAT Data Samples

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

IFT File Output Structure Guidelines

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

IFT TEX Data Samples

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

By Transaction Type: TEX Transaction

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS/IPS Use Cases

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS/IPS Detailed Level Process Flow Part II - IPS Process

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS/IPS Detailed Level Process Flow Part I - ACATS Process

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ACATS/IPS High Level Process Flow

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

Selling Agreement Addendum Suggested Verbiage

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.
back to top