Fortis/Hartford CUSIP Mapping Rules

Hartford Life (HAR/TT) is reinsuring the Fortis Benefits Insurance Company (FOR/TI) and will begin administering the Fortis Annuity business as of May 28, 2002.
To ensure a smooth transition, The Hartford has partnered with FAN Mail to plan the overall integration and support of FAN Mail downloads. Those FAN Mail users who currently receive both a Hartford and a Fortis download, or just the Fortis download, will continue to receive separate files using their existing System and Management codes; Fortis (FOR/TI) and Hartford Life (HAR/TT). CUSIP and Contract Numbers under Fortis will be changing with this conversion.
The CUSIP cross-reference will be available on the FAN Mail Web site on March 19, 2002. Upon conversion to the Hartford Life systems, the existing Fortis contract numbers will change. Fortis Contract numbers will be assigned a prefix of "36" with zeros added as needed to ensure that the total length of the number is 9 digits (e.g. Fortis contract number 123 would become 360000123). Post conversion, any new Fortis business that is issued will follow The Hartford standard contract numbering convention of 71*******.

There are several cases where one to many relationships will exist on the CUSIP cross-reference listing. Detailed below are the rules identified in those cases in which there was not a 1:1 relationship.

Products affected include Opportunity, Opportunity Plus, Federated Triple Crown, Income Preferred and Wells Fargo Passage. The specific funds impacted by a 1 to many relationship include the Fortis and Hartford DCA funds.

PRODUCT IMPACT

  • Fortis Opportunity product code, FOR0307, will be mapped to one of four Hartford product codes. All the CUSIPs currently mapped to FOR0307 will be mapped to each of the new product codes listed below according to the specified rules.

MAPPING RULE
/

EXISTING

PRODUCT CODE

/

NEW

PRODUCT CODE

Opportunity 88 and 89 versions without loan provisions / FOR0307 / FOROPP1
Opportunity 88 and 89 versions with loan provisions / FOR0307 / FOROPP2
Opportunity 94 version without loan provisions / FOR0307 / FOROPP4
Opportunity 94 version with loan provisions / FOR0307 / FOROPP5

Please note that the Fortis Opportunity product code, FOR0604, for NY business, is mapped to Hartford Product Code FOROPP3 only.

  • Fortis Opportunity Plus product code, FOR0208, will be mapped to one of two Hartford product codes. All the CUSIPs currently mapped to FOR0208 will be mapped to each of the new product codes listed below according to the specified rules

MAPPING RULE
/

EXISTING

PRODUCT CODE

/

NEW

PRODUCT CODE

Opportunity Plus plans without loan provisions / FOR0208 / FOROPP6
Opportunity Plus plans with loan provisions / FOR0208 / FOROPP7

DCA FUND DEFINITION

There are two Fortis DCA funds, 151 and 012 (Federated Triple Crown only). Hartford Life offers two DCA funds, a 6 month program and a 12 month program. Upon contract conversion, all existing contracts with a DCA fund will be mapped to the 12 month program. These contracts will map to the following CUSIP/product code combinations.

EXISTING CUSIP / EXISTING PRODUCT CODE / NEW CUSIP / NEW PRODUCT CODE
FOR151FED / FOR0778 / HF8590000 / FORFTR2
FOR151FED / FOR0786 / HF8590000 / FORFTR1
FOR151FOR / FOR0760 / HF8590000 / FORINC1
FOR151NOR / FOR0109 / HF8590000 / FORWFP1
FOR151FOR / FOR0208 / HF8590000 / See rules above
FOROPP6
FOROPP7
FOR151FOR / FOR0307 / HF8590000 / See rules above
FOROPP1
FOROPP2
FOROPP4
FOROPP5
FOR151FFL / FOR0604 / HF1C40000 / FOROPP3
FOR012FED / FOR0778 / HF8590000 / FORFTR2
FOR012FED / FOR0786 / HF8590000 / FORFTR1