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GFA Tracking System

Keeping track of Guaranty Fund assessments and credits is a burdensome, time-consuming task. This additional module eases the chore of maintaining up-to-date records, and it works hand in hand with the Premium Pro Enterprise Life and PC modules. The GFA Tracking System is an addition to the Annual Premium Tax software. To access the GFA Tracking System, select either GTS-Life or GTS-PC, depending on your company type, from the module dropdown box on the Enterprise toolbar.  

You can also view a read-only copy of the applicable GTS schedule for the return you currently have open by clicking on the GTS icon on the Standard Toolbar. If you have a PC return open, you can choose to open the GTS PC or GTS AH schedule, or both by choosing the action from the button drop-down.

If you would like to switch to the active GTS module when you have a read only schedule open, right-click the yellow READ ONLY bar at the top of the schedule and click Switch.

The Return Instructions for each state in the GTS module include information such as assessments, classes, lines of business, availability of carryover, and calculation methods.

The GTS return instructions have been expanded to include statute and contact information for the guaranty fund association, as well as how guaranty fund refunds should be handled.

GFA Input Schedules

GFA Import

GFA Summary Schedules

GFA Payment Requests

GFA Export