Transfers and Replacements

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Across
  1. 4. When the funds being sent out are coming from an annuity or life insurance policy it is both a
  2. 5. What is done when the owners SSN is being used as the contract number for the ECN
  3. 9. The system used by insurance companies to verify and share transfer requirements
  4. 10. What is the preferred method of sending documents to external policy company if the proper information is provided
  5. 11. How many times does the system cycle ALIP Transfers in one day
  6. 12. The contract number for the external policy
Down
  1. 1. A type of transaction that involves using another life insurance or annuity policy to purchase an Athene Policy
  2. 2. This district does not require a state specific replacement form
  3. 3. When the replacement is coming from within Athene
  4. 6. When the replacement is coming from any company other than Athene
  5. 7. When a transfer of retirement funds from one qualified plan to another plan of a different type, or to an IRA, without incurring any tax liability
  6. 8. What will Document Origination say in the details of the transfer paperwork to indicate that original documents were received?
  7. 9. What is the form number for the state specific replacement form for california