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The Participants' Section provides access to documentation and information necessary for Insurance & Retirement Services' customers to implement I&RS products.

 

Blank Enhancement Request Form

Apr 24, 2017 IPS Enhancement Request Form (31.0KB) MS-Word .doc

Current Release

Feb 21, 2024 March 2024 Code List Technical Specifications (630 KB) .docx

Feb 15, 2024 Draft FAR Record Layouts March 2024 (1.17MB) .xlsx

Feb 15, 2024 IPS00745 - FAR Add Entity Type Codes
(59.5 KB) .docx

Dec 19, 2023 IPS00739 - POV - Add Investment Only Indicator (46.1KB) .docx

Dec 19, 2023 IPS00742 - APP- ADD ACORD 951e Data Content & Definition Change (49.7 KB) .docx

Dec 14, 2023 POV Record Layouts - Spring 2024 Enhancement/January Code List (460 KB) .xlsx

Nov 23, 2023 2024 Spring Enhancement Release Technical Specifications (634 KB) .docx

Nov 23, 2023 APP SUB Record Layouts-2024 Spring Enhancement (1.41 MB) .xlsx

Reviewed for a Future Release

No record is found.

Implemented

Feb 15, 2024 2024 Enhancements .zip

Dec 28, 2023 2023 Enhancements .zip

Feb 24, 2023 2022 Enhancements .zip

Jan 09, 2023 2020 Enhancements .zip

Dec 30, 2022 2021 Enhancements .zip

On Hold (Pended for Future Review)

Mar 16, 2021 IPS00665 - STL - Support Transfers to Distributors .doc

Not Approved/Withdrawn

No record is found.

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