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.
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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.
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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.
Show Child Parameters
Payment instructions associated with the feature.