Turn-key access of up-to-date 1035 exchange and transfer requirements….

Web access enables instant access to ceding carriers’ exchange and transfer requirements. Detailed information includes processing locations by product type with addresses and phone numbers for 2,150+ Life, Annuity, and Mutual Fund carriers.

• Rapidly determine company name changes, acquisitions, and mergers.
• Data is routinely verified with bi-weekly updates.
• Instantly confirm insurance carrier’s NAIC number.

• Add and update company and location level notes that only internal users can view.
• Accurate, CASS verified addresses help ensure that overnight packages are delivered to the correct location the first time.
• Obtain paperless exchange routing information for carriers participating in the DTCC paperless exchange process.
• Copy and paste address information directly into correspondence.
• Phone numbers listed for all processing center locations.
• Exchange processors and agents will know how long it usually takes the ceding carrier to process exchanges.

Find out more about getting your exchange requests to the correct processing location, in good order the first time!