What type of transfers are tracked?

RTTs are set up using which of the following documents? (Select all that apply)

Which dealer can set up RTTs using via iAPP?

Which plan types cannot have RTTs set up? (Select all that apply)

RTTs are cancelled automatically on the ___ business day.

If fund directions are not received, what is our default fund?

How do you find the RTT screen on eCISS?

If we are expecting money from Sun Life Financial, which option do we choose as Transferor Type on the WP?

If we are expecting a transfer from Toronto Dominion Bank, which option do we select for Transferor Type on the WP?

If the transfer form doesn't indicate the source plan type (aka which plan type the money is coming from) what is the default Transfer Type (coding)?

The last fund listed in Fund Allocation should always have __ flagged.

If your DOC ID is not linked to the RTT you just set up, what would you first click on the WP?

When the RTT Documents window appears, what information would you enter there?