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New Business - Annuity

OrganizationDetails

object
organizationNamestringrequired

Legal name of the organization

Example:Northwest Financial Group LLC

organizationDBANamestring

Doing Business As (DBA) name of the organization

Example:NWF Group

organizationShortNamestring

Short or abbreviated name of the organization

Example:NWF

organizationCodestring

Unique code identifying the organization

Example:ORG-00123

entityTypestringrequired

Legal entity type of the organization

Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN

Example:LIMITEDLIABILITYCOMPANY

Example

Relationship

object
typestring

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDGRANDPARENTLIFEPARTNERMOTHERPARENTSIBLINGSISTERSONSPOUSESTEPFATHERSTEPMOTHERSTEPPARENTSELFLEGALGUARDIANBUSINESSBUSINESSASSOCIATEPARTNEREMPLOYERFORMERSPOUSEOWNERSTEPCHILDOTHER

Example:SPOUSE

percentageinteger

>= 0<= 100

Example:50

Example

Employment

object
employedbooleanrequired

Default:true

statusstringrequired

Allowed values:FULL_TIMEPART_TIMESELF_EMPLOYEDUNEMPLOYEDRETIREDDISABLEDLAID_OFFLEAVE_DUE_TO_CHILDBIRTHLEAVE_DUE_TO_MILITARY_SERVICELEAVE_OF_ABSENCERESIGNEDSHORT_TERM_DISABILITYTERMINATEDUNKNOWNOTHER

Example:FULL_TIME

occupationstring

Example:Engineer

householdIncomenumber(double)

>= 0

Example:250000

netAnnualIncomenumber(double)

>= 0

Example:250000

Example

SignatureV3

object
datestringrequired

Sign Date

Example:2021-01-12

citystring

City name

Example:Quincy

statestringrequired

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example

IdentifierType

string

Type of identifier document

Allowed values:PASSPORTSTATEPHOTOIDDRIVERLICENSENUMBERSSNTINEINEXTERNALOTHER