IRI has created an Operations and Technology tool to search for key documents, best practices, summaries, and other materials that are accessible by capability or committee.
One-Time Withdrawal
This document provides an executive summary of the One-Time Withdrawal standard, which replaces paper-based requests and manual calculations with structured digital workflows, these standards streamline the withdrawal process and ensure Financial Professionals and clients receive accurate information and faster processing.
Systematic Program
This document provides an executive summary of the Systematic Program standard, which digitizes the setup and management of recurring withdrawal programs, enabling Financial Professionals and carriers to deliver reliable income solutions through streamlined workflows and standardized data exchange.
Digital First for Annuities Implementation and Adoption Dashboard
IRI’s Digital First for Annuities dashboard tracks active and planned implementations of digital-first initiatives.
Paperless Replacements Frequently Asked Questions (FAQ)
This document provides answers from the pilot carriers, DTCC, and IRI to frequently asked questions about DTCC’s Paperless Replacements Process.
Executive Summary – Digital Submission Only
This document provides an executive summary of the Digital Submission Only standard, which establishes a fully electronic, end-to-end process for annuity transactions to eliminate paper submissions, reduce errors, accelerate cycle times, improve compliance, and enhance operational efficiency across carriers and distributors.
Executive Summary – Activated Income
This document provides an executive summary of the Activated Income standard, which integrates annuity income streams into financial platforms to improve visibility, advisor engagement, and holistic retirement planning.
Executive Summary: Producer Training Update
This document summarizes a new real-time API standard that streamlines producer training verification across the annuity industry, reducing errors, improving efficiency, and ensuring accurate, up-to-date eligibility information.
Best Practice: Digital Submission Only
Defines the Digital Submission Only best practice, outlines scope (cash-only baseline + OE NIGO solutions + paperless replacement), and details expectations for carrier alignment.
Digital Submission Only: Distributor Education
Distributor-facing resource that explains the problem, proposed solutions, and a section for carriers to highlight value realization.