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.
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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.
FeatureV3
objectCode used to uniquely identify the feature.
Name of the feature.
Effective start date of the feature.
Day of the month on which the feature is processed, when applicable.
Allowed values:FIRSTSECONDTHIRDFOURTHFIFTHSIXTHSEVENTHEIGHTHNINTHTENTHELEVENTHTWELFTHTHIRTEENTHFOURTEENTHFIFTEENTHSIXTEENTHSEVENTEENTHEIGHTEENTHNINETEENTHTWENTIETHTWENTYFIRSTTWENTYSECONDTWENTYTHIRDTWENTYFOURTHTWENTYFIFTHTWENTYSIXTHTWENTYSEVENTHTWENTYEIGHTHTWENTYNINTHTHIRTIETHTHIRTYFIRST
Duration value for the feature based on the specified duration type.
Unit of measure used to interpret the feature duration.
Allowed values:DAYSMONTHSYEARSQUARTERSSEMIANNUALSWEEKSBIWEEKLYSEMIMONTHLYMAXIMUM
Frequency at which the feature is applied or processed.
Allowed values:WEEKLYEVERYTWOWEEKSSEMIMONTHLYMONTHLYBIMONTHLYANNUALDAILYSINGLEQUARTERLYSEMIANNUAL
Feature value configured for the contract (amount, percentage, or prorated value).
Example:238500.50
Type of value represented by the feature value.
Allowed values:AMOUNTPERCENTAGEWITHDRAWALUNTILBASISPRORATA
Indicator specifying whether tax withholding applies to this feature.
Allowed values:YESNO
Tax filing status used for withholding determination, when applicable.
Allowed values:SINGLEMARRIEDMARRIEDBUTWITHHOLDATHIGHERSINGLERATEMARRIEDFILINGJOINTLYMARRIEDFILINGSEPARATELYHEADOFHOUSEHOLDWIDOWEDDOMESTICPARTNERDIVORCED
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Fund transfer instructions associated with the feature.
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Payment instructions associated with the feature.
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WithholdingV3
objectWithholding amount or percentage value, based on the specified withholding amount type.
Example:238500.5
Descriptor indicating how the withholding amount was derived or selected.
Allowed values:INCOMEFROMJOBORPENSIONSTEP2BIIIEXTRASTEP4CDEDUCTIONSSTEP4BOTHERINCOMENOTJOBORPENSIONSTEP4DEPENDENTSANDOTHERCREDITSSTEP3TOTALDEFAULTNOWITHHOLDINGSELECTEDLOOKUPINTAXINGTABLES
Type of withholding value being provided.
Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS
Tax authority to which withholding applies.
Allowed values:STATEFEDERALLOCALNRABACKUP