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.