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Representative of Record (REP)

As an In-Force Transaction (IFT), this automated service facilitates changes of the representative of record (REP) within the managing firm requested by the distributor when the representative leaves the firm, retires or when business for a customer account is transitioned to another agent. 

IFT Access Schematics

 

REP can also be used with the ACATS/IPS (Automated Customer Account Transfer Service/Insurance Processing Service) process to correct agent information. 

 

Settlement Web - Inputting a Pledge and Requesting a Pledge Release Webcast

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529 Account Processing Best Practices

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529 Aggregation Best Practices

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A Tour of IFT Access

IFT Access enables Distributors to submit changes to brokerage identification number (BIN) or representative of record (REP) information. This video tour shows you how to make changes to BIN or REP i…
Modified March 28, 2018

A Tour of LNA Access

LNA Access enables Distributors to submit licensing and appointment requests and producer information transactions. Watch from start to finish or use navigation tabs to select a topic.
Modified August 23, 2016

A Tour of the Producer Management Portal

The Producer Management Portal (PMP) enables Distributors to find Producer training course completion information and real-time point-of-sale training authorizations. This video gives you a tour of P…
Modified September 20, 2016

About Cash in Lieu Video Transcript

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About Coupon Adjustments Video Transcript

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About Default Elections Video Transcript

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About Due Bill Fail Adjustments Video Transcript

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About Due Bill Stock Fail Adjustments Video Transcript

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About Event Summary Information

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