Across
- 4. the current interest rate for advance premium (include the . and %)
- 7. the ________ ________ can accept all payment types, including cash
- 12. on ___ ___ in the AFT process, the AE - billing transaction will appear in Transaction History in WMA
- 13. quarterly, semiannual, and annual are considered _________ bill modes
- 14. if the anniversary date is in February and the policy is currently paid to September, which month will the policy need to be paid to in order to change to Quarterly billing?
- 16. the task that is created when a payment is received on a life policy
- 19. when a policy owner wishes to pay their policy more than 2 years ahead
- 20. if the premium is not received by the end of the grace period, the policy will _______ in accordance with policy provisions
- 23. the days of the month allowed for the monthly AFT draft
- 24. a ____ _____ to the AFT removes the AFT information from Customer Billing and is done by the Agent's office
- 25. if the anniversary date is in August, the Semiannual premium is due in __________ and August
- 26. the form that is required when a payment is specifically requesting/identified as advance premium
- 28. the premium on a life policy is applied to the ________ the premium is due
- 30. a ____ _____ does NOT remove the AFT information and is done by Life Services
- 31. the amount of time the bill is mailed to the customer on a regular billing mode
- 32. bills every year
- 33. the date the policy is paid until
- 34. ____ policies cannot apply advance premium
- 35. the date the draft is taken from the AFT account, acronym is found in the billing tab
- 36. the day of the month the account drafts for agent deduction
- 37. the day of the month the account drafts for employee deduction
- 38. bills every 3 months
Down
- 1. where billing documents and current AFT information can be found
- 2. the amount of years a policy owner may pay in advance premium
- 3. drafts from the payor's bank account on a monthly basis
- 5. the automated ____ ____ ____ number allows a customer to pay with a credit/debit card or checking/savings account
- 6. the tab in WMA where you change the BED
- 8. the name of the form to change a policy to Employee Deduction
- 9. a ______ _______ statement cannot be sent for a monthly bill mode
- 10. where the AFT history can be viewed in the billing center
- 11. where check images can be viewed in the billing center
- 12. Life Services cannot ________ _____ an AFT payment
- 15. the date the annual bill is due
- 17. on ___ ___ in the AFT process, the payment will appear in Data Collect in WMA
- 18. bills every 6 months
- 21. the amount of time a customer has to pay the premium due after the due date
- 22. on ___ _____ in the AFT process, the NA - Premium Payment transaction will appear in Transaction History in WMA
- 27. if the anniversary date is in April, the premium is due in April, July, _________, and January
- 29. a prorated premium amount necessary to pay the policy to the renewal date based on the specific mode requested