AccountHolderPatch
objectExample:5f8f2f5c-6c3b-4e3b-8f2f-5c6c3b4e3b8f
Example:John Doe
Allowed values:INDIVIDUALCORPORATETRUST
Example:INDIVIDUAL
DocumentsV2
arrayExternal document identifier
Example:1234567890
Allowed values:NB_APPLICATIONCOST_DISCLOSURENON_CONTRACTUALAGENT_REPORTACCELERATED_BENEFIT_RIDERSURRENDER_COMPARISIONCONSENT_PAPERLESSTERMS_OF_USETERMS_CONDITIONSCHARITY_ELECTION_FORMSAUTHORIZATION_FORMSHIPPAHIV_CONSENT_FORM_ALL_STATEAMENDMENTDISCLOSURESNB_STATE_REPLACEMENT_NOTICETRUSTEE_STATEMENTTERMS_OF_USENOTICE_AND_CONSENTPRIVACY_POLICYGLBA_PRIVACY_NOTICEFCRAMIB_PRE_NOTICEID_VERIFICATION_NOTICEHIPAAACCELERATED_BENEFIT_RIDERBUYER_GUIDEILLUSTRATIONSUITABILITYAPPLICATIONSIGNED_APPLICATIONREPLACEMENTS_ACKNOWLEDGEMENT1035_EXCHANGE_SURRENDEREVIDENCE_DOCUMENTAMENDMENTELECTRONIC_FUNDS_TRANSFERSUPPLEMENTAL_APPLICATIONCONFORMING_ILLUSTRATIONSIGNED_ILLUSTRATIONOVERFLOW_ADDITIONAL_INFORMATION
Example:TERMS_OF_USE
Example:APPLICATION
DocumentsV2Patch
arrayExternal document identifier
Example:1234567890
Allowed values:NB_APPLICATIONCOST_DISCLOSURENON_CONTRACTUALAGENT_REPORTACCELERATED_BENEFIT_RIDERSURRENDER_COMPARISIONCONSENT_PAPERLESSTERMS_OF_USETERMS_CONDITIONSCHARITY_ELECTION_FORMSAUTHORIZATION_FORMSHIPPAHIV_CONSENT_FORM_ALL_STATEAMENDMENTDISCLOSURESNB_STATE_REPLACEMENT_NOTICETRUSTEE_STATEMENTTERMS_OF_USENOTICE_AND_CONSENTPRIVACY_POLICYGLBA_PRIVACY_NOTICEFCRAMIB_PRE_NOTICEID_VERIFICATION_NOTICEHIPAAACCELERATED_BENEFIT_RIDERBUYER_GUIDEILLUSTRATIONSUITABILITYAPPLICATIONSIGNED_APPLICATIONREPLACEMENTS_ACKNOWLEDGEMENT1035_EXCHANGE_SURRENDEREVIDENCE_DOCUMENTAMENDMENTELECTRONIC_FUNDS_TRANSFERSUPPLEMENTAL_APPLICATIONCONFORMING_ILLUSTRATIONSIGNED_ILLUSTRATIONOVERFLOW_ADDITIONAL_INFORMATION
Example:TERMS_OF_USE
Example:APPLICATION
Location
objectExample:San Francisco
Abbreviated names for states
Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY
Example:CA
Replacement
objectIdentifies 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
Use funds from existing policies
Example:true
Existing policy number
Example:1234567890
Product code for mentioned policy
Example:1234567890
Policy amount
Example:100
Policy status
Allowed values:ACTIVELAPSEDTERMINATED
Example:ACTIVE
Represents the total amount from the existing policy being replaced.
Example:100
Name of the ceding carrier. It should be same as mentioned in the form.
Example:CarrierName_1
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
Date (with pattern “yyyy-mm-dd”)
Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$
Example:2022-01-01
Indicates the category of the insurance product associated with the policy
Allowed values:LIFEANNUITY
Example:ANNUITY
Tax Id for given company
Example:123456789
Specifies the type of policy exchange or replacement transaction being performed.
Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT
Example:EXTERNAL1035
Show Child Parameters
The default value is 0.Represents the total amount of premiums paid or invested into the existing policy being replaced, excluding gains or interest.
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
- Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not
- Default = False
Policy replacement type
Allowed values:PARTIALFULL_SURRENDER
Example:PARTIAL
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
Indicates if there is existing life insurance policies.
Default:false