TaxInfoV3
objectAmount of the current-year contribution for tax reporting purposes.
Example:238500.5
Amount of prior-year contributions included in the payment.
Example:238500.5
Tax year to which the contribution applies.
Total cost basis associated with the payment for tax calculation.
Cost basis attributable to contributions made before TEFRA rules.
Cost basis attributable to contributions made after TEFRA rules.
Contribution amount made after the 1988 tax law changes.
Example:238500.5
PolicyHistory
objectPrevious policy number in case of Exchange/Replace
Company email address
Example:abc@gmail.com
Name of the carrier.
Processing location used by the prior carrier for the exchanged policy.
Indicates whethe existing policy funds can be used or not.
Premium amount received for Exhange/Replace application.
Example:238500.5
Policy status
Allowed values:ACTIVELAPSEDTERMINATED
Represents the total amount from the existing policy being replaced.
Example:238500.5
The official date on which the policy is issued and becomes effective.
Indicates the category of the insurance product associated with the policy
Allowed values:MUTUALFUNDCERTIFICATEOFDEPOSITBROKERAGEOTHERLIFEANNUITY
Subtype of the product involved in an exchange or replacement transaction.
Allowed values:DISABILITYFIXEDINDEXANNUITYFIXEDANNUITYPRODUCTSFIXEDIMMEDIATEANNUITYFIXEDUNIVERSALLIFEINSURANCEFIXEDWHOLELIFEINSURANCEINDEXLIFEINDEXVARIABLEANNUITYLONGTERMCAREMARKETVALUEADJUSTMENTMONEYMARKETPRODUCTSOFFSHOREINVESTMENTPRODUCTSPENSIONPLANREGISTEREDINDEXANNUITYRETIREMENTPLANTERMLIFEVARIABLEANNUITYPRODUCTSVARIABLEIMMEDIATEANNUITYVARIABLEUNIVERSALLIFEINSURANCEVARIABLEWHOLELIFEINSURANCEDEFERREDINCOMEANNUITYCONTINGENTDEFERREDANNUITY
Specifies the type of policy exchange or replacement transaction being performed.
Allowed values:EXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALEXTERNALDIRECTTRANSFERREPLACEMENTINTERNALDIRECTTRANSFERREPLACEMENTCLIENTINITIATEDTRANSFERBIRTHORADOPTIONREPAYMENT
Tax identification number of the prior carrier or contract owner.
Original cost basis of the policy being exchanged or replaced.
Indicator specifying whether a rate lock applies to the exchange or replacement.
Estimated transfer value from the prior policy at the time of exchange.
Show Child Parameters
Indicates the tax qualification status of the policy or account.
Allowed values:Q401KSOLO401KHEALTHREIMBURSEMENT501C9Q457BHR10KEOGHINHERITEDINDIVIDUALRETIREMENTACCOUNTNONQUALIFIEDSTRETCHINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTINDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTROLLOVERNONQUALIFIEDPENSIONPLANSALARYREDUCTIONSIMPLIFIEDEMPLOYEEPENSIONSIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNTINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTTRANSFERCASHBALANCEPLANDEFINEDCONTRIBUTIONSCASHBALANCEPLANDEFINEDBENEFITSOLODEFINEDBENEFITQ403BQ401GFORMERLY403GQ412IPLANINDIVIDUALRETIREMENTACCOUNTSIMPLEROTHINDIVIDUALRETIREMENTACCOUNTROTH401KROTH403BEDUCATIONALINDIVIDUALRETIREMENTACCOUNTPROFITSHARINGPLANMONEYPURCHASEPLANWELFAREBENEFITPLAN419PLANLONGTERMCARE7702BNOUNITEDSTATESTAXATIONUSEDFOROFFSHOREPRODUCTSQ401ATEXASOPTIONALRETIREMENTPROGRAMTARGETBENEFITPLANQ403BTRANSFERSONLYROTH457CUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTCONVERTEDROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINHERITEDINDIVIDUALRETIREMENTACCOUNTCUSTODIALINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALSPOUSEINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSIONQUALIFIEDUNIFORMGIFTSORTRANSFERSTOMINORACTCONVERTEDINDIVIDUALRETIREMENTACCOUNTCORPORATEPENSIONGROUPTAXSHELTEREDANNUITYCORPORATEDEFERREDCOMPENSATION404QN457BCONVERTEDSPOUSALCUSTODIAL
Indicates whether the policy is classified as a Modified Endowment Contract (MEC) or not Default = False
Allowed values:YESNO
Yes/No indicator that identifies whether the exchange is an internal exchange within the same carrier.
Allowed values:YESNO
Date on which the old policy is replaced by the new one.
AddressDetail
objectType of address
Allowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING
Address Line 1
Address Line 2
Address Line 3
City of residence for the prior carrier or policy owner.
state of residence for the prior carrier or policy owner.
ZIP code (5 digits)
Two letter ISO Country Code
BankInformationV3
objectUnique identifier for the bank associated with the account.
Name of the account holder as it appears on the bank account.
Current status of the bank account.
Bank account number used for transactions.
Bank routing number used to identify the financial institution.
Type of bank account, such as checking or savings.
Allowed values:CHECKINGMONEYMARKETACCOUNTBROKERAGEACCOUNTCREDITCARDDEBITCARDDIGITALPAYMENTMUTUALFUNDSAVINGSCERTIFICATEOFDEPOSIT
International Bank Account (IBA) number associated with the account.
American Bankers Association (ABA) number used to identify the bank.
Name of the bank branch associated with the account.
Show Child Parameters
BankAddress
objectBank Address Type
Allowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING
Bank Address Line 1
Bank Address Line 2
Bank Address Line 3
State in which the bank is located.
State in which the bank is located.
Zip code (5 Digit)
Zip extension (4 Digit)
Country in which the bank is located.