Financial
The form used for withdrawals.
What is FIXED OR INDEXED ANNUITY WITHDRAWAL REQUEST FORM EF-3454?
Gives you online privacy by creating a private network from a public internet connection.
What is VPN?
An annuity contract in which only the initial premium is allowed. No additional contributions may be made.
What is Single Premium Deferred Annuity (SPDA)?
The analyst for financial.
Who is Twaina Garrett?
The system you would use to send a fax.
The amount that will be paid to the recipient of the check.
What is net amount?
Houses taxforms.
What is Taxport?
A mandatory form that must be signed by the client, the date on which this form is signed, begins the Free Look Period.
What is Policy Delivery Receipt?
The analyst for non-financial?
Who is Richard Simpson?
The steps on how you would guide a PO to access online.
What is visit www.reliancestandard.com, click on the ‘Customer Care’ tab, click on ‘Self Service Tools’ tab, click ‘Annuities’, place the required information in, select Submit?
The term of an Eleos.
What is 5 years?
Creates PDFs quickly.
What is Foxit?
An annuity contract that is funded with pre-tax dollars.
What is Qualified?
The analyst for Death Claims?
Who is Renate Kegler-Johnson?
The analyst you assign a reallocation request to.
What is Financial, Twaina Garrett?
The steps on FAST you will utilize to provide a quote.
What is go to transactions tab, click Disbursement/Termination, then click add transactions?
Houses information from before August 26th 2018.
What is filenet?
The Post tax money (principal) invested in a nonqualified annuity.
What is Cost Basis?
TAT for Death Claims
What is 10 business days?
The folder on SharePoint that outlines where to send a ticket.
What is Quick Reference?
The requirements for an AOM who now has an adult beneficiary who wants to claim the funds.
What is a copy of their birth certificate, signed SSN card, Photo ID, signed Letter of Instruction advising they want to close out the account, and mailing address.
The database used to accomplish: keeping track of every customer interaction.
What is salesforce?
A provision which allows the “carryover” of penalty free amounts from one contract year to the next.
What is Cumulative Withdraw Provision?
TAT for AOM to be processed.
What is 30 business days?
The analyst you send pension related information to.
Who is Beverly Tyler?