AFFIRM Feature Details Tab

Overview

The Feature Details tab displays the feature options that were selected on the previous page, and collects additional information if the Carrier’s product rules require or allow it.

For example, if the Systematic Withdrawal feature is chosen, the Feature Details tab collects additional specifics on the service program, such as payment mode and bank account information.

Review the Feature Details tab carefully to ensure that the correct features, and options for them, have been added to the annuity contract.

Required and Optional Fields

Several fields may be required, or optional, when completing information regarding service features. Generally, the usage of a field with a feature option is controlled by the Carrier’s product profile. If a field does not allow entry, it will be greyed out. The usage of the fields displayed on this page, the contents of drop-down lists, and the validation of data entry are controlled by the Carrier business rules from the PPfA.

Fields Driven by PPfA 

See our article on Order Entry Screens Driven by PPfA for information on Feature Details Tab fields driven by PPfA.