The In-Force Web Services Broker Dealer of Record (BDR) Change tool allows distributors to streamline and automate their Broker/Dealer of Record Changes and non-financial transactions, like address and contact changes, to their carrier partners.
Documentation
Custodial to Non-Custodial - Sample Message (with Sept 2020 requirement)
Processing Rules for Broker Dealer of Record Change: B2B Client Transmission
Sample Carrier Day 1 Response Message for Broker Dealer of Record Change (Carrier Accepted for Further Processing)
Sample Carrier Day 1 Response Message for Broker Dealer of Record Change (Carrier Reject for Business Reason)
BDR Change Videos
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