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The In-Force Transaction (IFT) Access Broker Dealer of Record Change (BDofRC) option automates the process of sending financial institution change requests and receiving confirmations. If a policy owner agrees to transfer their tax qualified annuity contract to you as their new broker, you would need to submit a Qualified Non-Custodial to Non-Custodial Broker Dealer of Record Change to update the carrier’s current record of the contract. This video will walk you through the steps required to complete a Qualified Non-Custodial to Non-Custodial Broker Dealer of Record Change transaction.

 


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