Automatic Payment Allocations

The AutoPay program is intended for those annuitiants who wish to set-up periodic contributions to their policy during the accumulation phase of the annuity. The default allocations for these contributions are set-up from the Allocation link in the left navigation menu.  Once they have been configured, you can change them in the Activity window from the top Allocation link.

Note:  The deferred annuity segment must have the Automatic Payment radio button set to Yes if you want to use automatic payment for the policy.  

When you select Allocation on the left navigation menu, all Allocation types will display.  You want to set-up the autopay allocations in the AIF section.