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.