Search
K
New Business - Annuity

Trustee

object
partyIdstring(uuid)

Unique identifier for the party

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

parentPartyIdstring(uuid)required

Unique identifier for the parent party associated with. For eg it can be owner party Id if owner type is Trust

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

partyRolestringrequired

Type of party role

Allowed values:TRUSTEEBENEFICIARYTRUSTEE

Example:TRUSTEE

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

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
signaturearray[object]
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

trustDatestring(date)

Date on which the trust was established, 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

Grantor

object
partyIdstring(uuid)

Unique identifier for the party

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

parentPartyIdstring(uuid)required

Unique identifier for the parent party associated with. For eg it can be owner party Id if owner type is Trust

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

partyRolestringrequired

Type of party role

Allowed values:GRANTOR

Example:GRANTOR

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

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
signaturearray[object]
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

AuthorizedSignatory

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:AUTHORIZEDSIGNATORY

Example:AUTHORIZEDSIGNATORY

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
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
signaturearray[object]
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

CoverageInsured

object
partyIdstring(uuid)

Unique identifier for the party

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

parentPartyIdstring

Unique identifier for the parent party associated with mentioned party

partyRolestringrequired

Type of party role

Allowed values:COVERAGEINSUREDCOVERAGEJOINTINSURED

Example:COVERAGEINSURED

partyTypestringrequired

Type of party

Allowed values:INDIVIDUAL

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

ThirdPartyDesignee

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:THIRDPARTYDESIGNEETHIRDPARTYADMINISTRATOR

Example:THIRDPARTYDESIGNEE

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

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.

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