Across
- 4. When the funds being sent out are coming from an annuity or life insurance policy it is both a
- 5. What is done when the owners SSN is being used as the contract number for the ECN
- 9. The system used by insurance companies to verify and share transfer requirements
- 10. What is the preferred method of sending documents to external policy company if the proper information is provided
- 11. How many times does the system cycle ALIP Transfers in one day
- 12. The contract number for the external policy
Down
- 1. A type of transaction that involves using another life insurance or annuity policy to purchase an Athene Policy
- 2. This district does not require a state specific replacement form
- 3. When the replacement is coming from within Athene
- 6. When the replacement is coming from any company other than Athene
- 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
- 8. What will Document Origination say in the details of the transfer paperwork to indicate that original documents were received?
- 9. What is the form number for the state specific replacement form for california