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)?
Where do you route escalations
RS Escalation
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?
What que are financial issues routed
RS Financial
Whas needed to verify a beneficiary call.
Account Number
Policy Owner Name DOB SSN
Beneficiary full name
Beneficiary SSN
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?
What Que are claims routed
RS CLAIM
Whats needed to verify Policy Owner
Policy Owner Name
DOB
LAST 4 SSN
ADDRESS OF RECORD
PH#
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?
Whats needed to verify Agent
Policy Number
Policy owner name
Agent Name
Agent code or last 4 of ssn
Phone # or email on file
The requirements for an AOM when the beneficiary turns of age,
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 20 business days?
What's needed to verify POA
Policy Number
Policy Owner Name
Policy Owner Dob
Listed as POA in ROLES OR NOTES
POA full name