Initial Application (APP) and Subsequent Premium (SUB)

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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Initial Applications (APP) and Subsequent Premiums (SUB) transmits subsequent premium information from distributors to insurance carriers. The service provides an efficient, straight-through process for validating, formatting, and submitting subsequent premium payments while incorporating same-day money settlement.

Record Layouts

 

I&RS APP-SUB Record Layouts v26-7

Modified July 15, 2026

Standard Usage

 

APP/SUB Question and Answer Standard Usage

March 01, 2023

APP/SUB Standard Usage

April 01, 2010

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CTM: Entering Trades Manually

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ALERT: Managing SSIs and Interpreting Buy Side Data with Confidence

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T+1 Readiness with a Focus on CTM PSET Mandate

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Settlement Fundamentals: Overview of Settlement Web

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Settlement Fundamentals: Overview of DTC Settlement Process

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CRS Essentials for Super Access Coordinators

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Introduction to Fund Solutions

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ALERT: Managing SSIs and Broker Access with Confidence

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T+1 Readiness with a Focus on CTM PSET Mandate

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T+1 Readiness with a Focus on CTM PSET Mandate

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CTM: Matching & Exception Handling

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T+1 Readiness with a Focus on CTM PSET Mandate

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

Settlement Fundamentals: Overview of Settlement Web

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

Settlement Fundamentals: Overview of DTC Settlement Process

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

CRS Essentials for Super Access Coordinators

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

T+1 Readiness with a Focus on CTM PSET Mandate

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

ALERT: Managing SSIs and Interpreting Buy Side Data with Confidence

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

ALERT: Managing SSIs and Broker Access with Confidence

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

CTM: Matching & Exception Handling

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Introduction to Fund Solutions

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Settlement Functionality Transaction Mapping

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DTCC MQ Mainframe Connectivity Guide

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TIW Reports Rewrite - Report Rationalization

This document contains a visual walkthrough of the specifications for the upcoming TIW reporting enhancements.
New August 07, 2026

TIW Reports Rewrite - Report Specification

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