Annuity Crossword Puzzle

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Across
  1. 3. Who to call for complex Beneficiary Questions?
  2. 6. What file method do we use for Unclaimed Property?
  3. 7. Who can access information on a deceased client's account?
  4. 9. What Acronym stands for a withdrawal method that allows for those under 59 1/2 without incurring the IRS early w/d penalty?
  5. 10. If a client's bank was hacked, what is one thing we could offer them?
  6. 11. The only account that can be closed over the phone?
  7. 14. What abbreviation for a 403b Plan?
  8. 15. A Product that allows tax deferral of 5 years
  9. 16. What routing must be used to determine if a CCP make an on-call error or not?
Down
  1. 1. Where do we route annuity money out issues?
  2. 2. What number do we no longer provide to clients for Ad Hoc payments?
  3. 4. Where can FA's send in documents/forms through?
  4. 5. Which Product may include ROP or MVA versions?
  5. 8. What method is being used if notice in salesforce states: "cft paying another prod"?
  6. 9. What Product takes money upfront and disperses over time?
  7. 12. A type of Power of Attorney that is active even when the grantor is incapacitated, even without further paperwork
  8. 13. What AUX code should we use when calling clients/FA's?