disbursements
also known as the CSLN, this database check clients for existing state liens
What is the Child Support Lien Network?
the day taxes are due
What is April 15th?
aside from Life Insurance, we may also get APO requests for THIS other department
What is annuities?
a policy with no active agent is called this
What is an orphan or orphaned policy?
a 1035 exchange is THIS type of fund transfer between companies
What is tax-deferred?
the maximum disbursement that can be sent on a minimum authentications
a tax form for reporting interest, like on accums remaining in the policy
What is a 1099-INT?
when the login works, this database can be used to check item status
What is FSITrack?
policies with inactive brokers get directed here
What is the inactive broker's brokerage?
this person handles 1035 exchanges on behalf of the client
Who is the agent or broker?
THIS is required for a disbursement greater than $100k
What is a form?
when a policy lapses and has THIS, the PO will likely get a 1099-R
What is a loan?
THIS or a policy number will be the case number
What is a check number?
these are the service expectations for a sales lead call-back
What is 2-3 business days?
THIS is all that can be discussed on a valid 1035 request on a failed auth
What are the case notes?
the three states for which we check the CSLN prior to disbursements
What are TX, RI, and CA?
disbursements above cost basis will generate THIS tax document
What is a 1099-R?
this acronym is the name of a program for viewing payments Prudential has sent to clients
what is PRIDE?
the need for THIS may prompt bypassing the sales lead
What is an interpreter?
authing on a 1035 call requires this many pieces of information
What is six?
THIS is the only way a PO get taxed on their Death Benefit
What is Limiting Age surrender?
THIS database is used for viewing and resending tax forms
the caller can submit THIS in the even that they could not be authenticated as the policyowner
What is the claim form?
THIS goes in the "Agent ID for Existing FP" blank on a sales lead form
What is nothing?
this is the only person who can request a 1035 be stopped
Who is the policyowner?