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Applications and Premium (APP)

Welcome! In this section of the Learning Center you will find resources to support your use of the Applications and Premium (APP) 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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Applications & Premium (APP) transmits annuity application and initial premium information from distributors to insurance carriers. The service provides an efficient, straight-through process for validating, formatting and submitting annuity applications and initial premium payments while incorporating same-day money settlement.

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Manage My Services for ITP Product Administrators

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ALERT: Maintaining SSIs for Buy-Side Clients

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ALERT: Maintaining SSIs for Sell-Side Clients

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CTM UI: Manually Enter Your Trades

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Manage My Services for ITP Product Administrators

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Manage My Services for ITP Product Administrators

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CTM UI: Manage Your Trade Exceptions

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Settlement Fundamentals: DTC Settlement Transactions and Systems

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Settlement Fundamentals: an Overview of DTC Settlement Processes & Managing Collateral in Your Account

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CTM UI: CTM Matching Concepts

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ALERT: Maintaining SSIs for Buy-Side Clients

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ALERT: Maintaining SSIs for Sell-Side Clients

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CTM UI: Manually Enter Your Trades

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Manage My Services for ITP Product Administrators

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Manage My Services for ITP Product Administrators

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CTM UI: Manage Your Trade Exceptions

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Overview of Securities Processing: Deposits & Withdrawals

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Manage My Services for ITP Product Administrators

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CTM UI: CTM Matching Concepts

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An Overview of CA Web

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ALERT: Maintaining SSIs for Buy-Side Clients

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ALERT: Maintaining SSIs for Sell-Side Clients

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Manage My Services for ITP Product Administrators

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CTM UI: Manually Enter Your Trades

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