Plan - Billing Tab

CSR Billing Rep

Enter the name of the client service representative who is responsible for administering this plan.

Optional

CSR Phone

Enter the telephone number of the client service representative who is responsible for the administration of this plan.

Optional

Industry

Enter the nature of the company's business.

Optional

Referring Firm

Enter the name of the referring firm, if applicable.

Optional

Source

Select the name of the source of the recordkeeping system. The source is defined through the Billing > Table Maintenance > Source option.

Optional

Trustee

Select the trustee name. The trustee name is defined through the Setup > Trading > Trustee option.

Optional

Rep Name

Select the name of the sales representative. The name of the sales representative is defined through the Billing > Sales Commission > Sales Rep option.

Optional

Brokerage Firm

Select the name of the brokerage firm here. The broker is defined through the Select the trustee name. The trustee name is defined through the Setup > Trading > Broker option. .

Optional

Rep Name

Enter the name of the individual broker responsible for this plan.

Optional

Rep Id

Enter the broker Id for this broker.

Optional

Sold By

Select Direct, Broker, or Affiliate.

Optional

Sales Commission Start

Select the sales commission start date.

Optional

FINS/Dealer Number

Enter the FINS/Dealer number.

Optional

FINS/Dealer Branch Number

Enter the FINS/Dealer branch number.

Optional

LOI Number

Enter the Letter Of Interest (LOI) number. This is the number used for billing and broker commission calculations.

Optional