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
- Navigate to the Life & Annuities screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Transaction Request view tab.
- From the Transaction Requests view link list, select Loans.
- In the Loans list, add a record and complete the necessary fields.
- 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
- Navigate to the Life & Annuities screen.
- In the Policies/Quotes list, drill down on a policy.
- Click the Transaction Request view tab.
- From the Transaction Requests view link list, select Transfers.
- In the Transfers list, add a record and complete the necessary fields
- 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
- Navigate to the Life & Annuities screen.
- In the Policies/Annuities list, select a policy.
- Click the Transaction Request view tab.
- From the Transaction Requests view link list, select Withdrawals & Surrenders.
- In the Withdrawals & Surrender list, add a record and complete the necessary fields
- Follow the procedures defined by your company to submit requests for withdrawals or surrenders.
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