FAST

Policy Values

100

What are the total premiums on contract AV22400255

$153,845.01

200

What is the Line of Business (LOB) on contract AV22400255

Non-Qualified

300

What is the cost basis on contract AV22400255

$100,458.26

400

What is the contract value as of 5/20/25 on contract AV22400255

$193,515.64

500

Is there a rider on contract AV23400903?  If so, is it a lifetime w/d and what is the Protected Payment Amount (PPA)

Yes, there is a lifetime rider.  PPA is $3,819.14

Schedule Transactions

100

On contract AF25412877, what are the scheduled w/d details.

There isn't a schwd

200

On contract AV23400903, is the SCHWD going out as a check or EFT

EFT to Jemez Valley CU, acct ending in 0421.

300

What are the details for scheduled transactions on contract AV22001284

Fund auto rebalance, annually

Advisory Fees, quarterly

400

Are there taxes being withheld on 

AF23400865 for the SCHWD? If so, what amt?

0 FED

0 STATE

500

What is the SCHWD for on contract 

AV23400903?  How is it being sent?

GMWB

Jemez Valley CU acct ending in 0421

Transactions

100

On contract AV22400255, what was the transaction for on 3/31/25?

Advisory Fee

200

How do you process w/d on FAST?

Transactions>select Disbursement from drop down>click Add Transactions

300

On contract AV23400903 what type of transaction was on 3/30/25?

Rider Fee

400

On contract AV23400903, what are the details for the transaction on 5/23/25?

GMWB SCHWD for $318.26 gross. No taxes w/h.  Sent to checking acct ending in 0421.

500

What are the steps to send a withdrawal via O/N delivery?

1. Request type: Net

Processing Code: Process Only

Tax withholding: None (state withholding calc method (of fed)

Disbursement Quote: change reason code to Mail Charge

2. Email VA Check Pulls

*Found in telephone one-time w/d's job aid for FAST

Authorization

100

For contract AV22400255 is there an outstanding PACO?

No, recvd on 5/16/22

200

For contract AV22400255, are they getting paper or set up for e-delivery?

E-delivery

300

Is there an RIA auth on contract AV22400255?

Yes

400

Is there anything outstanding to process w/d's on contract AV22001284?

No, we can take request over phone.

500

For contract AV22001284, is there tele auth on file?

Yes

Roles (banking, address)

100

Who is the bene on contract AV22001284?

R Boning Revocable Living Trust Agreement

200

Who is the ttee on contract AV22400255?

Kathy Burns, Thomas Burns

300

What is the bank info on file for contract AV23400903?

Checking acct ends in 0421.

(found under roles after clicking on owner>banking)

400

Can you update the owner's address in the roles section?

No, this will only update this specific contract, not all contracts.

500

Where do you see policy indicators (ex. PACO is outstanding, Red Flag restriction, e-signature form is outstanding)

Left landing panel of the Policy record as a red exclamation point.