PWD
21/2 screen can be used
Where can we find policy COI Date in Lifesys?
95 Screen in Lifesys
Insurance type of policy can be found in
IFMAIL SUR
The first level of queue in Life Surrender is
USPS is used to verify address
Application used to verify the address information
21-A screen of Lifesys
Where can we find rider information in Lifesys?
994 is the LW number
Conservation letter used in Partial withdrawal process?
IFFNCL WKS is used for cut check
Check creation can be done in which queue?
27-130 screen of Lifesys
Payment code can be updated in
27- 120 is the maintenance code
Lifesys Screen used to modify address of the owner and payer
Guaranteed Minimum Withdrawal Benefit
GMWB stands for
3 Queues involved
No. of next steps/ queues involved in PWD processing
This can result in mailing issues
SPEC HANDLING 'I'
Which screen displays the MEC Indicator
No need of sending this confirmation letter for inactive policies
1001 Confirmation Letter
GIACT Verification to validate bank information
This verification is done only for Electronic fund transfer
Payment distribution screen in Lifesys
What is 57 screen called as?
24D screen can be used
Cost basis of a surrender task can be updated in?
Retro transaction screen can be used to reverse a transaction which would put the amount back in suspense
28-2 screen in Lifesys
Form request and PHP Request may be received
How many types of request may receive for an address change?
'Payout Amount' in Indexed Annuity Rider information screen
This is the amount accumulated for the year and may vary next year
23 Screens
Financial and Non-Financial history can be pulled in?
21-2 screen contains this information
Suspense amount of a policy can be found in?
This will reverse the transaction immediately
item code IC119
E-signatures are valid
This type of signature in the request accepted
If the plan code is SIA, the LW number will be 584
SIA GMWB Confirmation Letter