Siebel Insurance Guide > Managing Life and Annuity Policies >

Submitting Transaction Requests

End users can submit transaction requests for:

• Loans
• Transfer of funds
• Withdrawal or surrender of funds

To submit a loan request

1. Navigate to the Life & Annuities screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Transaction Request view tab.
4. From the Transaction Requests view link list, select Loans.
5. In the Loans list, add a record and complete the necessary fields.
6. Follow the procedures defined by your company to submit requests for loans.

Submitting a Transfer Request

Use the following procedure to submit a transfer request.

To submit a transfer request

1. Navigate to the Life & Annuities screen.
2. In the Policies/Quotes list, drill down on a policy.
3. Click the Transaction Request view tab.
4. From the Transaction Requests view link list, select Transfers.
5. In the Transfers list, add a record and complete the necessary fields
6. Follow the procedures defined by your company to submit requests for transfers.

Submitting a Withdrawal or Surrender Request

Use the following procedure to submit a withdrawal or surrender request.

To submit a withdrawal or surrender request

1. Navigate to the Life & Annuities screen.
2. In the Policies/Annuities list, select a policy.
3. Click the Transaction Request view tab.
4. From the Transaction Requests view link list, select Withdrawals & Surrenders.
5. In the Withdrawals & Surrender list, add a record and complete the necessary fields
6. Follow the procedures defined by your company to submit requests for withdrawals or surrenders.