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TRANSACTION REGISTER CODES - United American

LNL1803 1110 Page 1 of 1 TRANSACTION REGISTER CODEST ransCodeIssueNo CodeIssue with app feeIssueUNSU nsettled Issue with no app feeIssueSTLS ettled First premium received on unsettled issueIssueNTKNot TakenIssueREIR eissue (for increases only)(Ex: The reissue of a $300 premium to add a $50 rider would be two issue transactions , +$350 and -$300.)LapseNo CodeRegular lapse including policies going on APLL apse CSVCash Surrender (Except old STAT File Industrial policies)LapseEIExtended Term (Elective)LapseRPUR educed Paid UP (Elective)LapseEQSE quity Surrender (Loan interest uses up cash value)LapseULUniversal Life PolicyRevNo CodeAll revivals except Universal LifeRevULUniversal Life PolicyTferNo CodeTransfer between agenciesTferRRReroute Transfer to change client number (RRO Transfer out of client number) (RRI Transfer into client number)

Page 1 of 1 LNL1803 1110 TRANSACTION REGISTER CODES Trans Code Issue No Code Issue with app fee Issue UNS Unsettled – Issue with no app fee Issue STL Settled – First premium received

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Transcription of TRANSACTION REGISTER CODES - United American

1 LNL1803 1110 Page 1 of 1 TRANSACTION REGISTER CODEST ransCodeIssueNo CodeIssue with app feeIssueUNSU nsettled Issue with no app feeIssueSTLS ettled First premium received on unsettled issueIssueNTKNot TakenIssueREIR eissue (for increases only)(Ex: The reissue of a $300 premium to add a $50 rider would be two issue transactions , +$350 and -$300.)LapseNo CodeRegular lapse including policies going on APLL apse CSVCash Surrender (Except old STAT File Industrial policies)LapseEIExtended Term (Elective)LapseRPUR educed Paid UP (Elective)LapseEQSE quity Surrender (Loan interest uses up cash value)LapseULUniversal Life PolicyRevNo CodeAll revivals except Universal LifeRevULUniversal Life PolicyTferNo CodeTransfer between agenciesTferRRReroute Transfer to change client number (RRO Transfer out of client number) (RRI Transfer into client number)

2 TferULTransfer of Universal LifeMiscNo CodeSTAT File Industrial policy transactionMiscCSVCash Surrender of STAT File industrial policyMiscDBDelete Benefit PW or ADB expiringTransCodeMiscDCDeath ClaimMiscDRDelete Rider Rider expiringMiscEXExchange Policy decrease, new policy will be an issueMiscEXPE xpiring A & H or Term policyMiscGDRG rowth Disallowance Reversal Growth reversal for a revival where there was no agent charged for the lapseMiscHOHome Office TRANSACTION (Ex: Home Office TRANSACTION to correct an error situation in the TRANSACTION REGISTER .)MiscHOAHome Office adjustment(Ex: Growth reversal for an issue where there was a lapse on same insured with no growth charge to any agent on the lapse.)

3 MiscMATE ndowment policy maturingMiscMCHMode Change (MCHO Change out of old mode) (MCHI Change into new mode)MiscPIPremium Increase (Automatic) ART, Up Life PolicyMiscRDRating Deleted Extra Life rating expiringMiscREIR eissue Reissues which result in premium decreaseMiscRIRate Increase Will appear when the first premium is applied following the rate increaseMiscULUniversal Life policy transactionTRANS ( TRANSACTION ) Issue Rev (Revival) Misc (Miscellaneous) Lapse Tfer (Transfer) code


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