Phone
objectThis filed capture the type of phone like Home Phone, Work Phone. One Phone mandatory for Owner and Annuitant
Allowed values:MOBILEHOMEBUSFAXOTHERUNKBUSINESSFAXSECONDHOMEPHONEHOMEFAXMODEM
Example:BUS
Country codes
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSAUYUZVAVCVEVGVIVNVUWFWSXKYEYTZAZMZW
ZIP code
Example:10100
ZIP code suffix
Example:1010
This field stores the telephone Area Code of client address
Example:404
This field stores the phone number.
Example:1234567890 or 1234567
This field stores the Extension number
Example:4560
Address
objectAddress Type of the Company
Allowed values:RESBUSSECONDARYPOBOXSEASONALMAILING
Example:BUS
Address Line 1
Example:100 ABC Street
Address Line 2
Example:Suite 200
Address Line 3
Example:Topeka, KS 66601
City Name
Example:Topeka
State code
Allowed values:AAAEAKALAPARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
Example:KS
ZIP code
Example:66601
ZIP code suffix
Example:0148
Country codes
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSUYUZVAVCVEVGVIVNVUWFWSXKYEYTZAZMZW
Example:US
BankInformation
objectBank name
Example:ABC Bank
ABA number
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
International Bank Account Number
Example:US12KBDE89571012345678
Account Number
Example:1000000000
Allowed values:CHECKINGSAVINGSCREDITCARDDEBITCARDBRKACCTCOD
Example:CHECKING
TaxInfo
objectCurrent Contribution Amount
Prior Contribution Amount
tax year
Example:2025
Total Cost basis amount
Pre Tefra basis amount
Post Teefra basis amount
Post 88 Amount
Payouts
objectAllowed values:LIFEONLYJLONLYPCACLWPCLWCR
Example:LIFEONLY
Lives Type
Example:Single
Primary Survivor Adjustment Type
Primary Survivor Adjustment Percent
Example:100
Joint Survivor Adjustment Type
Joint Survivor Adjustment Percent
Example:100
Allowed values:DLYBIWKLYMNTHLYSEMIANNQTRLYANNUALSNGLPMTBIMNTHLY
Example:DLY
Certain Period Qualifier
Example:A
Certain Period
Example:1
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Example:1000