AFFIRM – iPipeline Customer Portal

BGAs for AFFIRM: Quick FAQs and Prerequisites

AFFIRM Getting Started, Product Profile and Distributor Profile Management

AFFIRM for BGAs: How to Model your Distributor Profile

AFFIRM Getting Started, Product Profile and Distributor Profile Management

Book of Business: Participating Tier II/POV Processing Carriers

AFFIRM Getting Started

Carrier Test Distributor Profile Setup - Annuities

AFFIRM Getting Started, Product Profile and Distributor Profile Management

AFFIRM for Annuities Ownership/Plan Types

AFFIRM Getting Started, AFFIRM Order Entry

E-signature - Support for multiple instances of a form with the same form

AFFIRM e-Signature, AFFIRM Forms Management, AFFIRM Order Entry

Question Management (RD-16583) - Enhanced Default Support (Server Side Data Scrubs)

AFFIRM Question Application

Question Management (RD-17171) - Add Calculated Formula Support (Server Side Data Scrubs)

AFFIRM Question Application

Setup Sections/Questions on Funding Tab

AFFIRM Question Application

IFT Fund Transfer - SubAccount Allocation

IFT Fund Transfers

IFT Asset Rebalancing - SubAccount Allocation

IFT Asset Rebalancing

IFT Asset Rebalancing – How the PPfA/DP impacts each screen

IFT Asset Rebalancing

IFT Fund Transfers - How the PPfA/DP impacts each screen

IFT Fund Transfers

IFT Fund Transfer – tx107 and tx102 transactions

IFT Fund Transfers

IFT Fund Transfer Business Rules

IFT Fund Transfers

IFT Asset Rebalancing - DP/PPfA Data Model Requirement

IFT Asset Rebalancing

IFT Asset Rebalancing - tx107 and tx102 transactions

IFT Asset Rebalancing

IFT Asset Rebalancing Business Rules

IFT Asset Rebalancing

IFT DP/PPfA Data Model Requirement for Fund Transfer

IFT Fund Transfers

CalcAge 59 1/2

AFFIRM Macro Language

IFT: Carrier Preparedness Checklist

IFT Withdrawals

IFT Withdrawals: Values Inquiry Response & Quotes Response - Required (May be conditional) by iPipeline

IFT Withdrawals

Forms Mapping Example Expressions

AFFIRM Forms Management

Forms Promotion to Production

AFFIRM Forms Management

Forms Creation (New) / Forms Editing (Existing)

AFFIRM Forms Management

IFT Withdrawals: Forms Mapping for Withdrawal Amounts

AFFIRM Forms Management, IFT Withdrawals

IFT Withdrawals: Wet Sign Attachment Processing

IFT Withdrawals

Integration of Cooperative Technologies 1035 Yellow Pages Address Services

AFFIRM e-Signature, AFFIRM Getting Started, AFFIRM Order Entry

ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)

AFFIRM Getting Started, Product Profile and Distributor Profile Management

IFT Withdrawals: How to Enter Withdrawal Orders

IFT Withdrawals

IFT Withdrawals: Withdrawal Percentage Limits

IFT Withdrawals

IFT Withdrawals: Update or Terminate Systematic Withdrawals

IFT Withdrawals

Segregation of Duties within AFFIRM

AFFIRM Getting Started

IFT Withdrawals: Update/Terminate an Existing Systematic Withdrawal (videos)

IFT Withdrawals

AFFIRM for Life Screen to PPfL Paths

AFFIRM for Life

Permanent/Hybrid/DI/LTC Quote Screen

AFFIRM for Life

AFFIRM for Life - Term Quote Screens

AFFIRM for Life

Entering and Editing Life Orders

AFFIRM for Life

AFFIRM for Life - Life Order Entry Dashboard

AFFIRM for Life

AFFIRM for Life - User Interface Navigation Elements

AFFIRM for Life

AFFIRM for Life - Product Profile for Life: Modeling and Samples

AFFIRM for Life

IFT Withdrawals: Values Inquiry Results Determine Screen Behavior and Product Features

IFT Withdrawals

IFT Withdrawals: Carrier Disclosures

IFT Withdrawals

IFT Withdrawals: Data Mapping

IFT Withdrawals

IFT Withdrawals: PPfA Modeling Determines Screen Behavior and Product Features

IFT Withdrawals

IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals

IFT Withdrawals, Product Profile and Distributor Profile Management

Newly Supported/Added Ownership Type/Annuity Plan Type - AFFIRM 2.3 (2014)

AFFIRM Getting Started, AFFIRM Order Entry, Product Profile and Distributor Profile Management

Product Profile for Life (PPfL) Management - Best Practices

Product Profile and Distributor Profile Management

How to Load a Product or Distributor Profile

Product Profile and Distributor Profile Management

Rider Fee Types Supported in Product Profiles (PPfAs)

AFFIRM Getting Started, Product Profile and Distributor Profile Management

Distributor Sites

AFFIRM Getting Started

Update PPfA to Version 2.37

AFFIRM Order Entry

New Distributor Onboarding/Selling Agreement

AFFIRM Getting Started, Product Profile and Distributor Profile Management

Available Commissions Options

AFFIRM Macro Language

AFFIRM Screens and TX103 Mapping

AFFIRM Order Entry

Order Entry Screens Driven by PPfA

AFFIRM Order Entry, Product Profile and Distributor Profile Management

Carrier Fulfillment and Distributor Suitability Questions

AFFIRM Order Entry, AFFIRM Question Application

AFFIRM Distributor Versions

AFFIRM Getting Started

Base SPIA Support

AFFIRM Order Entry

SPIA Exemptions, Withholdings, and Banking Information

AFFIRM Order Entry

Troubleshooting Macro Language Expressions

AFFIRM Forms Management, AFFIRM Macro Language

AFFIRM Form Mapping Expressions

AFFIRM Forms Management

Duplicated or Unexpected Signature Dates During DocuSign Signing Ceremony

AFFIRM e-Signature

AFFIRM Data Mapping

AFFIRM Forms Management

Carriers that Support e-Signatures in AFFIRM

AFFIRM e-Signature

Source-of-Funds Form Mapping

AFFIRM Forms Management, AFFIRM Macro Language

AFFIRM Net Commissions

AFFIRM Getting Started, AFFIRM Order Entry, Product Profile and Distributor Profile Management

AFFIRM System Requirements

AFFIRM Getting Started

AFFIRM Life Instance Names

AFFIRM Macro Language

AFFIRM Annuity Instance Names

AFFIRM Macro Language

AFFIRM Instance Names

AFFIRM Macro Language

Forms Tagging for Collecting Date Signed

AFFIRM e-Signature, AFFIRM Forms Management

Tagging Forms and Adding Signature Tag Mapping

AFFIRM e-Signature, AFFIRM Forms Management

AFFIRM e-Signature Overview

AFFIRM e-Signature

How To Test the DocuSign e-Signature Process

AFFIRM e-Signature

Alternative e-Signature Authentication Method - “ID Check”

AFFIRM e-Signature

AFFIRM e-Signature DocuSign Configurations

AFFIRM e-Signature

Creating Questions with Multiple Answer Choices

AFFIRM Question Application

Using the Eval Window to Troubleshoot Questions

AFFIRM Question Application

Make a Hidden Question Required

AFFIRM Question Application

How to Handle Multiple Responses for a Question

AFFIRM Question Application

Tips for Formatting Questions

AFFIRM Question Application

Set Up Reflexive Questions

AFFIRM Question Application

Promote a Question Set to Production

AFFIRM Question Application

Sorting Options for Viewing Questions

AFFIRM Question Application

Validation Formulas Error Phases and Warning Phases

AFFIRM Question Application

Enabling e-Signature for AFFIRM

AFFIRM e-Signature, Product Profile and Distributor Profile Management

Create a New Question

AFFIRM Question Application

Create a New Question Set

AFFIRM Question Application

Question Application Overview

AFFIRM Question Application

How To Make Form and Mapping Changes

AFFIRM Forms Management

Forms Testing

AFFIRM Forms Management

Create Form Data Maps

AFFIRM Forms Management

Define Form Rules

AFFIRM Forms Management

Create, Tag, and Upload Forms to AFFIRM

AFFIRM Forms Management

AFFIRM Forms Overview

AFFIRM Forms Management

AFFIRM Evaluation Window

AFFIRM Macro Language

Navigating the AFFIRM Hierarchy

AFFIRM Macro Language

Self-Documenting Code Values

AFFIRM Macro Language

AFFIRM String Functions

AFFIRM Macro Language

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