To Pay or Not To Pay
What is Monthly?
What is reduce?
The date that we use to process SOA and Surrender forms?
What is the Date Received
Extra Points for "Date Received in Good Order"
This Preferred TPA has access to our computers, their own SharePoint and has a special email process.
Who is NewPort Group?
This program places policies on a group.
What is GAT?
This prodterm is used to make payments to policies off ISA.
What is INS Cash?
When a payment is received on a combo MCB, containing both WL and UL products, it is handled by this team
Who is ULIFE?
This transaction's full form title is "Surrender of Policy for Accumulated Value / Term"
What is SOA?
This form allows a TPA to submit forms on behalf of the client.
What is semi-preferred?
This is where you will run the stand confirmation of values report.
What is BCIS?
This prodterm is used to make a payment to an MCB.
What is ISA SALP?
This MCB allows us to place overpayments in a surplus account.
What is an ER MCB?
This term describes the amount of funds that can be pulled from a policy before incurring a taxable event.
What is cost basis?
We request this when there is a TIN on the TPA but not in CSS.
What is a W-9?
This system runs illustrations on pre-UU series policies.
What is NIS?
This prodterm is where you will find your money for a lockbox payment.
What is FMS SAMS?
In ISA SALP, this feature allows us to make payments to shortages or additional payments.
What is "No Due Date"?
This email must be sent for approval prior to processing a loan for $800k.
What is the leadership email?
Also acceptable:
Over 499k
Leadership Approval
Large $ Disbursement
When TriState places an assignment on a policy they receive a confirmation, if applicable they will also receive this
What is a Loan Payoff Quote?
This system is used to run KCL IFLs with Options
What is Executive Benefits?
This is what JB calls the rule that states:
All policies must be paid to or beyond the ISA paid to date.
What is the Buzz Lightyear Rule?
This prodterm allows us to change the MCB paid to date to the past.
What is GBC BACH?
This restriction will display the "A12" edit message in INS LNSR.
What is Split Dollar?
Based on the revision date of June 2022 we have received this form?
This program is used to generate minimum deposit reports - mostly handled by JB
What is BGDT?
Bonus if Business Group Download Tool