To access the Standard Usage documents for a specific Insurance & Retirement Service, click to expand.
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
IFT Reject File Structure Guidelines
January 01, 2005
Transfer Initiation Form (TIF) Suggested Verbiage
February 01, 2005
IFT CAT Data Samples
January 01, 2005
IFT TEX Data Samples
September 01, 2004
IFT REP Data Samples
December 01, 2007
By Transaction Type: TEX Transaction
September 01, 2004
By Transaction Type: BEN Transaction
March 01, 2005
By Transaction Type: REP Transaction
April 01, 2005
By Transaction Type: CAT Confirmation
March 01, 2005
By Transaction Type: CAT Transaction to Carrier
March 01, 2005
IFT File Output Structure Guidelines
January 01, 2005
ACATS/IPS High Level Process Flow
January 01, 2004
ACATS/IPS Standard Usage for Status Reason Codes
December 01, 2006
Selling Agreement Addendum Suggested Verbiage
December 01, 2003
ACATS/IPS Use Cases
May 01, 2004
To access all Commissions resources, visit Commissions (COM).
Commission Processing Workflow
December 02, 2021
1035 Exchange Advanced Commission Payment Standard Usage
October 01, 2023
Standard Usage for COM Basis Reason Codes
October 01, 2023
Standard Usage for Advisory Fee Payment Processing
October 01, 2023
Policy Year Target Standard Usage
September 01, 2005
Non-Target - Base Coverage, Riders/Benefits, Excess Risk, Increases and Agent Splits
October 01, 2005
Rolling Targets Standard Usage
September 01, 2005
Target and Excess Standard Usage
August 01, 2005
Expense Reimbursement Agreement (ERA) Standard Usage
October 01, 2005
Commission Payment Overrides Standard Usage
December 02, 2021
To access all Commission Schedule Transmittal resources, visit Commission Schedule Transmittal (CST).
Commission Schedule Identifier Standard Usage
November 02, 2016
Commission Schedule Type Code Definitions
October 27, 2016
Commission Schedule Multiple Active Schedules
February 28, 2017
Commission Schedule Updating Commission Rates
January 23, 2017
Commission Schedule Identifier & POV Contract Level Linking
November 08, 2016
Commission Schedule Export Specifications
January 01, 2017
Commission Schedule Export Sample
January 01, 2017
To access all Fee and Expense Transmittal resources, visit Fee and Expense Transmittal (FET).
Fee & Expense Transmittal Fee Modeling
November 08, 2016
To access all Financial Activity Reporting resources, visit Financial Activity Reporting (FAR).
FAR Standard Usage
November 01, 2018
FAR Transaction ID Definitions
September 01, 2018
FAR Standard Usage for Life Insurance Processing
November 01, 2018
To access all In-Force Transactions resources, visit In-Force Transactions (IFT).
Processing Rules for Broker Dealer of Record Change: B2B Client Transmission
October 20, 2020
Custodial to Non-Custodial - Sample Message
October 21, 2020
Sample Carrier Day 1 Response Message (Carrier Accepted for Further Processing)
October 21, 2020
Sample Carrier Day 1 Response Message (Carrier Reject for Business Reason)
October 21, 2020
Sample Fund Transfers Selling Agreement Addendum - Long Version
February 01, 2006
Sample Fund Transfers Selling Agreement Addendum - Short Version
February 07, 2006
IFT Standard Usage by Transaction: REP Transaction
March 01, 2005
IFT Standard Usage by Transaction: BIN Transaction
September 01, 2004
To access all Initial Application and Subsquent Premium resources, visit Initial Application (APP) and Subsequent Premium (SUB).
APP/SUB Question and Answer Standard Usage
March 01, 2023
APP/SUB Standard Usage
April 01, 2010
To access all Licensing and Appointments resources, visit Licensing and Appointments (LNA).
Misc L&C Processing Standard Usage
February 01, 2005
NAIC Number Standard Usage
December 01, 2001
Carrier Reject Processing Standard Usage
October 01, 2007
Periodic Reconciliation Workflow
April 01, 2001
Education Providers - Onboarding Procedures
January 02, 2012
I&RS Code List Standard Usage
February 01, 2005
Renewals Standard Usage
April 01, 2003
To access all Miscellaneous resources, visit Miscellaneous.
Product CUSIP Recommended Usage
August 02, 2024
Rules for Reject Processing and Billing
June 01, 2023
Standard Usage NPN & CRD Numbers
April 01, 2020
Associated Carrier Company ID Standard Usage
December 01, 2005
Agent Role Code Standard Usage
January 01, 2008
Usage of Party Roles - Best Practices
May 01, 2018
Multiple Agents / Team Standard Usage
March 01, 2008
To access all Positions and Valuations resources, visit Positions and Valuations (POV).
POV Immediate Annuities Liquidity Option Standard Usage
May 01, 2006
POV Standard Usage Fund Level Dates
January 01, 2024
POV Grouping ID Usage
June 01, 2023
I&RS Positions and Values Suggested Usage
July 01, 2004
Annuity Payout Record (13-08) Suggested Usage
August 01, 2004
Service Feature Record Type Code / Sub-type Code Standard Usage
May 01, 2010
To access all Settlement Processing for Insurance resources, visit Settlement Processing for Insurance (STL).