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New Business - Life

Location

object
citystringrequired

Example:San Francisco

statestringrequired

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example

Replacement

object
typestringrequired

Identifies the type of transaction being processed for a policy or application. This key helps categorize and route replacement or conversion cases appropriately within the systems.

Allowed values:REPLACEMENTNONREPLACEMENTCONVERSION

Example:REPLACEMENT

useExistingPolicyFundsbooleanrequired

Use funds from existing policies

Example:true

policyNumberstringrequired

Existing policy number

Example:1234567890

productCodestring

Product code for mentioned policy

Example:1234567890

amountnumber(double)required

Policy amount

Example:100

statusstringrequired

Policy status

Allowed values:ACTIVELAPSEDTERMINATED

Example:ACTIVE

replacementCoverageAmountnumber(double)required

Represents the total amount from the existing policy being replaced.

Example:100

carrierstringrequired

Name of the ceding carrier. It should be same as mentioned in the form.

Example:CarrierName_1

issueDatestring(date)required

The official date on which the policy is issued and becomes effective.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

policyEffectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

productTypestringrequired

Indicates the category of the insurance product associated with the policy

Allowed values:LIFEANNUITY

Example:ANNUITY

tinstring

Tax Id for given company

Example:123456789

exchangeTypestringrequired

Specifies the type of policy exchange or replacement transaction being performed.

Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT

Example:EXTERNAL1035

addressDetailobjectrequired
Show Child Parameters
costBasisnumber(double)

The default value is 0.Represents the total amount of premiums paid or invested into the existing policy being replaced, excluding gains or interest.

qualificationTypestringrequired

Indicates the tax qualification status of the policy or account.

Allowed values:IRA_REGULARIRA_SPOUSALIRA_ROLLOVERROTH_IRACUSTODIAL_IRACUSTODIAL_ROTH_IRACUSTODIAL_ROLLOVER_IRASEP_IRAINHERITED_IRAINHERITED_ROTH_IRANQ_STRETCH403BNON_QUALIFIEDIRA_SIMPLEQ401KQ401AQ457BPENSION_PLAN

Example:IRA_REGULAR

mecIndicatorbooleanrequired
  • Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not
  • Default = False
replacementTypestringrequired

Policy replacement type

Allowed values:PARTIALFULL_SURRENDER

Example:PARTIAL

exchangeDatestring(date)required

Date on which the old policy is replaced by the new one.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

existingLifeInsuranceIndicatorbooleanrequired

Indicates if there is existing life insurance policies.

Default:false

Example

Conversion

object
typestringrequired

Identifies the type of transaction being processed for a policy or application. This key helps categorize and route replacement or conversion cases appropriately within the systems.

Allowed values:REPLACEMENTNONREPLACEMENTCONVERSION

Example:CONVERSION

policyNumberstringrequired

Existing policy number

Example:1234567890

productCodestring

Product code for mentioned policy

Example:1234567890

amountnumber(double)

Policy amount

Example:100

statusstring

Policy status

Allowed values:ACTIVELAPSEDTERMINATED

Example:ACTIVE

carrierstringrequired

Name of the ceeding carrier. It should be same as mentioned in the form.

Example:CarrierName_1

issueDatestring(date)

The official date on which the policy is issued and becomes effective.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

productTypestring

Indicates the category of the insurance product associated with the policy

Allowed values:LIFEANNUITY

Example:ANNUITY

tinstring

Tax Id for given company

Example:123456789

exchangeTypestring

Specifies the type of policy exchange or replacement transaction being performed.

Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT

Example:EXTERNAL1035

addressDetailobject
Show Child Parameters
costBasisnumber(double)

The default value is 0.Represents the total amount of premiums paid or invested into the existing policy being replaced, excluding gains or interest.

qualificationTypestring

Indicates the tax qualification status of the policy or account.

Allowed values:IRA_REGULARIRA_SPOUSALIRA_ROLLOVERROTH_IRACUSTODIAL_IRACUSTODIAL_ROTH_IRACUSTODIAL_ROLLOVER_IRASEP_IRAINHERITED_IRAINHERITED_ROTH_IRANQ_STRETCH403BNON_QUALIFIEDIRA_SIMPLEQ401KQ401AQ457BPENSION_PLAN

Example:IRA_REGULAR

mecIndicatorboolean
  • Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not
  • Default = False
restrictionIndicatorboolean

Indicates if there is a collateral assignee on existing policy.Default = False.

Example

NonReplacement

object
typestringrequired

Identifies the type of transaction being processed for a policy or application. This key helps categorize and route replacement or conversion cases appropriately within the systems.

Allowed values:REPLACEMENTNONREPLACEMENTCONVERSION

Example:NONREPLACEMENT

useExistingPolicyFundsboolean

Use funds from existing policies

Example:true

policyNumberstringrequired

Existing policy number

Example:1234567890

productCodestring

Product code for mentioned policy

Example:1234567890

amountnumber(double)required

Policy amount

Example:100

statusstringrequired

Policy status

Allowed values:ACTIVELAPSEDTERMINATED

Example:ACTIVE

replacementCoverageAmountnumber(double)

Represents the total amount from the existing policy being replaced.

Example:100

carrierstringrequired

Name of the ceeding carrier. It should be same as mentioned in the form.

Example:CarrierName_1

issueDatestring(date)

The official date on which the policy is issued and becomes effective.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

policyEffectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

productTypestringrequired

Indicates the category of the insurance product associated with the policy

Allowed values:LIFEANNUITY

Example:ANNUITY

tinstring

Tax Id for given company

Example:123456789

exchangeTypestring

Specifies the type of policy exchange or replacement transaction being performed.

Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT

Example:EXTERNAL1035

addressDetailobject
Show Child Parameters
costBasisnumber(double)

The default value is 0.Represents the total amount of premiums paid or invested into the existing policy being replaced, excluding gains or interest.

qualificationTypestring

Indicates the tax qualification status of the policy or account.

Allowed values:IRA_REGULARIRA_SPOUSALIRA_ROLLOVERROTH_IRACUSTODIAL_IRACUSTODIAL_ROTH_IRACUSTODIAL_ROLLOVER_IRASEP_IRAINHERITED_IRAINHERITED_ROTH_IRANQ_STRETCH403BNON_QUALIFIEDIRA_SIMPLEQ401KQ401AQ457BPENSION_PLAN

Example:IRA_REGULAR

mecIndicatorboolean
  • Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not
  • Default = False
replacementTypestring

Policy replacement type

Allowed values:PARTIALFULL_SURRENDER

Example:PARTIAL

exchangeDatestring(date)

Date on which the old policy is replaced by the new one.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

existingLifeInsuranceIndicatorboolean

Indicates if there is existing life insurance policies.

Default:false

Example

ReplacementPatch

object
typestring

Identifies the type of transaction being processed for a policy or application. This key helps categorize and route replacement or conversion cases appropriately within the systems.

Allowed values:REPLACEMENTNONREPLACEMENTCONVERSION

Example:REPLACEMENT

useExistingPolicyFundsboolean

Use funds from existing policies

Example:true

policyNumberstring

Existing policy number

Example:1234567890

productCodestring

Product code for mentioned policy

Example:1234567890

amountnumber(double)

Policy amount

Example:100

statusstring

Policy status

Allowed values:ACTIVELAPSEDTERMINATED

Example:ACTIVE

replacementCoverageAmountnumber(double)

Represents the total amount from the existing policy being replaced.

Example:100

carrierstring

Name of the ceeding carrier. It should be same as mentioned in the form.

Example:CarrierName_1

issueDatestring(date)

The official date on which the policy is issued and becomes effective.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

policyEffectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

productTypestring

Indicates the category of the insurance product associated with the policy

Allowed values:LIFEANNUITY

Example:ANNUITY

tinstring

Tax Id for given company

Example:123456789

exchangeTypestring

Specifies the type of policy exchange or replacement transaction being performed.

Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT

Example:EXTERNAL1035

addressDetailobject
Show Child Parameters
costBasisnumber(double)

The default value is 0.Represents the total amount of premiums paid or invested into the existing policy being replaced, excluding gains or interest.

qualificationTypestring

Indicates the tax qualification status of the policy or account.

Allowed values:IRA_REGULARIRA_SPOUSALIRA_ROLLOVERROTH_IRACUSTODIAL_IRACUSTODIAL_ROTH_IRACUSTODIAL_ROLLOVER_IRASEP_IRAINHERITED_IRAINHERITED_ROTH_IRANQ_STRETCH403BNON_QUALIFIEDIRA_SIMPLEQ401KQ401AQ457BPENSION_PLAN

Example:IRA_REGULAR

mecIndicatorboolean
  • Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not
  • Default = False
replacementTypestring

Policy replacement type

Allowed values:PARTIALFULL_SURRENDER

Example:PARTIAL

exchangeDatestring(date)

Date on which the old policy is replaced by the new one.

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

existingLifeInsuranceIndicatorboolean

Indicates if there is existing life insurance policies.

Default:false

Example