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.
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.
Executive Summary – Activated Annuity 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.
Digital Submission Only: Implementation Guide
The Implementation Guide defines the minimum required capabilities for a firm to be considered live on Digital Submission Only (DSO). It describes what must be implemented without prescribing how those capabilities are technically delivered, allowing flexibility across carriers, distributors, and order entry platforms (AOEs).
Executive Summary: Paperless Replacements
This document provides an executive summary of the Paperless Replacements standard, digitizes carrier-to-carrier annuity replacement transfers to reduce paper, manual follow-up, errors, privacy exposure, and delays.
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.
Digital First for Annuities Standards Playbook
This document presents a structured framework for the creation, governance, and implementation of industry-wide standards and best practices, outlining the end-to-end process from identifying business needs through governance, publication, and adoption.
IRI Baseline Values (as of 04/02/2026)
A report of baseline values that is updated quarterly and is provided to help simplify the modeling of deferred annuity products within financial planning tools & processes for an initial, directional result.
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.