Paid-up policy register

A paid-up policy register contains the persons who are covered by the company’s pension plan but no longer have any new accrual under the pension plan.

This is how our service works

  • The service includes indexing the paid-up policy as necessary. 
  • We conduct proof of life verification on an ongoing basis.
  • Prior to retirement, we contact the prospective retiree in order to obtain necessary information prior to the pension disbursement.
  • Each year we submit a report regarding all of the persons in the paid-up policy register and their benefits.