Submit Activity

The Submit activity is the first activity that is processed on a Variable Annuity policy.

 

Steps to Add Submit Activity

  1. Open a Variable Annuity policy.
  2. Click Add Activity on the Secondary menu.
  3. Select Submit from the Activity .drop down menu.
  4. Enter an effective date and then select OK. The Submit activity will be listed on the Activity screen.
  5. Click the lightning bolt icon to process the activity.  

 

Activity Detail screen with new activity selected and effective date entered

Add Activity Window with Submit Selected

 

 

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