Wet Sign Attachment Processing for Withdrawals

34 views June 16, 2020 June 23, 2020 0

Note there is no separate processing/transmission of attachments for withdrawals. For New Business and Subsequent Payments, there is a separate process/service called DTCC Attachments for transmitting attachments between distributors and carriers.

As par of the Withdrawals process an advisor can upload wet signed forms on the Forms Submit tab during withdrawal order entry and those attachments will be transmitted to DTCC/Carrier with the TX105/TX107 message as binary data within a FormInstance node.

Note the Forms Submit tab will only show the ability to upload attachments which will be passed to the carrier via the TX105/TX107 if there were one or more required forms generated for the withdrawal transaction.

Forms Submit Tab (Attachment Upload)

Form Instance Excerpt

This content is restricted to registered users. iPipeline customers can login or register below. Please allow up to 24 hours for your account to be approved.

Was this helpful?