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New Business - Annuity

AgentV3

object
partyIdstring(uuid)

Unique identifier for the party

Example:34ae59ba-daa5-42ca-a8b4-4cd008eac5c5

partyRolestringrequired

Allowed values:PRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTADDITIONALWRITINGGAGENTAGENTCARRIER

Example:PRIMARYWRITINGAGENT

partyTypestringrequired

Allowed values:INDIVIDUALORGANIZATION

Example:INDIVIDUAL

partyPercentagenumberrequired

>= 0<= 100

Example:50

agentExternalIdstring

Example:A12345

personalInformationOne Of
required
PersonalInformationAgentobject
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Insured

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:INSUREDJOINTINSURED

Example:INSURED

partyTypestringrequired

Type of party

Allowed values:INDIVIDUAL

Example:INDIVIDUAL

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobjectrequired
Show Child Parameters
phoneNumberobject
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emailobject
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employmentobject
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consentProviderobject

Optional consent provider information

Show Child Parameters
marketingOptInboolean

Marketing opt-in preference

Example:true

agreeToTermsboolean

Agreement to terms and conditions

Example:true

signaturesarray[object]

Required list of signatures for the policy submission

>= 1 items

Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Annuitant

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:ANNUITANTJOINTANNUITANTCONTINGENTANNUITANT

Example:ANNUITANT

partyTypestringrequired

Type of party

Allowed values:INDIVIDUAL

Example:INDIVIDUAL

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobjectrequired
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
employmentobject
Show Child Parameters
consentProviderobject

Optional consent provider information

Show Child Parameters
marketingOptInboolean

Marketing opt-in preference

Example:true

agreeToTermsboolean

Agreement to terms and conditions

Example:true

signaturesarray[object]

Required list of signatures for the policy submission

>= 1 items

Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Beneficiary

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:PRIMARYBENEFICIARYCONTINGENTBENEFICIARY

Example:PRIMARYBENEFICIARY

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
personalInformationOne Of
required
TrustDetailsobject
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

beneDistribOptionstring

Beneficiary distribution option applicable to the party.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Payor

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:PAYOR

Example:PAYOR

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
employmentobject
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example