InitialPurchase
objectTotal Gross Amount
Example:238500.5
Total Net Amount
Example:100.5
Show Child Parameters
Fund
objectZinnia will provide specific Fund code for individual funds per Product. Duplicate Fund codes will be rejected.
Example:XXX000
Type of the Amount
Allowed values:AMTPCTUNITSPRORATAEARNINGSONLYMODEARNINGSONLYMAXFREEWDAMTGUARENTEEDWITHDRAWBENEFITLIFEEXPECTANCYWDUNITBASISNONEAUTOMAINTAINFACEADJUSTFACENEWAMTFACECHANGENONFINANCIALMAXFREECOMBOPCTAVPRORATAVARRESERVEADJPARTIALREBALANCEDOLLARLIQUIDFIRSTDOLLARLIQUIDLASTCHOICEDOLLARCHOICEMAXFREEEARNLIQUIDFIRSTEARNLIQUIDLASTPCTLIQUIDFIRSTPCTLIQUIDLASTBONUSDOLLARBONUSPCTPRORATAFIXTHENVARPRORATAALLSINGLEGWMBJOINTGWMBPECKINGORDERDIVREQUESTNOCONTVALREDUCTGMWBANNUALLIMITPRIMARYJOINTGMWBRECALCANNUALLIMITBAILOUTONLYWINDOWPERIODONLYGMWBANNUALPECKINGGMWBRECALCPECKINGRIAFEEPCTRIAFEEDOLLARGWMBANNUALLIMITLEVELGMWBALLEVELPECKINGSPOUSALDEFAULTFIXEDMODIFIEDEARNPRORATANEWMONEYACCUMALATEDEARNCONTRACTYEAREARNCALENDARYEAREARNACCELERATEDJOINTGMWBACCELERATEDSINGLEGMWB
Example:PCT
Total percentage of all funds should be 100%.
Example:50.55
Feature
objectRider Code will be provided by Zinnia for the respective Products
Example:ABC0000000
Role
objectRole type. Owner, Annuitant, Servicing Agent and Writing Agent are mandatory.
Allowed values:OWNJNTOWNPRIMBENECONTBENEMRDDESGBENEEXCCOMPANYANNJNTANNPAYORPAYEEASSIGNEEPRIMWRITAGTADDWRITAGTNONCOMAGTPRIMSERAGT
Example:OWN
string($9(01) V9(09) for percentage. Total percentage of a role should be 100%.
Example:100
The name type associated with the role.
Allowed values:INDORGTRUSTOTHERUGMACOMPANY
Example:IND
First name of the party role
Example:firstName when name type is Natural/Individual
Middle name of the party role
Example:B
Last name of the party role
Example:Doe
Prefix
Example:Dr
Suffix
Example:Sr
Date of birth of party role. Mandatory for Owner and Annuitant (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Any one of the possible value for the gender.Mandatory for Owner and Annuitant.
Allowed values:MALEFEMALEUNISEXOTHER
Example:MALE
Country codes, Mandatory for Owner and Annuitant.
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSAUYUZVAVCVEVGVIVNVUWFWSXKYEYTZAZMZW
9 digit Social Security number. Mandatory for Owner , Annuitant and Agent.
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
CRD number for the party role, used as Agent Identifier.
Example:123456
NPN number for the agent, used as Agent Identifier.
Example:123456
Distributor assigned Id for an agent, used as Agent Identifier.
Example:ABC0000000
Internal identifier assigned to the agent by carrier, used as Agent Identifier.
Example:ABC0000000
Unique number assigned by the MCS system, used as Agent Identifier.
Example:ABC0000000
One phone is mandatory for Owner and Annuitant
Show Child Parameters
Relationship code
Allowed values:TRUSTEETRUSTEEOFMINORBROTHERCHILDDAUGHTERFATHERFIANCEEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHERGRANDFATHERGRANDMOTHERDOMPARTNERAUNTNEPHEWNIECEHUSBANDWIFEUNCLEEMPLOYERGRANDPARENTLEGALGUARDIANTRUSTEEOFINCOMPPWROFATTRNYCNTRLNGPRSNOFENTEXECUTORSASSOCIATEPARTNERESTATETRUSTGRANDSONGRANDDAUGHTERPARENTNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVNGSPOUSE
Example:SELF
One address is mandatory for Owner and Annuitant
Show Child Parameters
Type of trust & TrustType is required when the role is a trust
Allowed values:INDIVIDUALCORPORATE
Example:INDIVIDUAL
eDelivery is required/not for the role
Allowed values:YESNO
Example:YES
Email for associated party, email when eDelivery is ‘Y’.
Example:abc@zinnia.com
Show Child Parameters
Date of Death (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
SpecialProgram
objectspecialProgramType selected
Allowed values:PAYOUTRMDSYSWITHDRAWALPREMIUMDEFAULTDOLLARCOSTAVERAGESYSPARTIALWITHDRAWGROSSAUTOREBALANCEMINREQUIREDDISTEFTDRAWANNUITYPAYMENTDEFAULTSCHARGEDEDUCTIONEFTLOANREPAYREGINVESTADVISORFEERIDERCHARGECOVEREDPERSONAGEBAND60DAYHHCDRECERTLETTER45DAYHHCDRECERTLETTER60DAYGMWBROLLUPRNWLNOTICE45DAYGMWBROLLUPRNWLNOTICE60DAYGMDBROLLUPRNWLNOTICE45DAYGMDBROLLUPRNWLNOTICE72TQDISTGMIBTERMIBGROWTHLOCKDATELOANREPAY
Example:PAYOUT
Effective date of Special program (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Frequency of special program
Allowed values:DLYBIWKLYMNTHLYSEMIANNQTRLYANNUALSNGLPMTBIMNTHLY
Example:DLY
amountType of special program
Allowed values:AMTPCTMAXFREEWDAMTWDUNITBASISPRORATA
Example:AMT
Stores the allocated percent to the specific fund
Example:50.5
Distribution Code
Allowed values:DEFPRMTRDISTERLYDISTEXCEPAPPDISBDTHCLMDTHEXCPROHIBTRANSSEC1035EXCNRMLDISBEXCSCNTRIBCURRYRTXPS58COSTS10YRTAXOPTEXCSCONTRIB2YRPRIORTXEXCSANNADDNLASSEC415CHARGIFTANNDIRROLLIRADIRROLLQUALPLNTSADISTFROMROTHIRALOANSASDISTQUALLOANNDISTPRMTRLOANDISTDISTFROMEDIRAEXCSCONTRIB1YRPRIOREXCSCONTRIBPLUSEARNRECHARIRAPREVYRERLYDISTRIBSIMPLESEPSERVTRSTTOTRSTIRATOROTHQDROROLLIRADTHROLLIRADTHTRANSQDROLIKETOLIKEQDROPMTTOSPSEFRSTHMBYRIRAONLYEDCTNEXPMEDEXPNONTAXEVNTGROSSPDATRNYOTHERINCNONEMPCOMPPRMTREXROYALTIESDIRTRANSROTHIRANORMDISTRIBRECHARIRACURRYRFEEADMINFEEASSETFEECONTRIBFEELUMPSUMDEATHFEELUMPSUMDISBFEELUMPSUMPURCHANNFEELUMPSUMOTHFEELNEWRETPERPMNTFEEEXISTINGRETINFORCEFEECONTFEEEXISTINGRETINCFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISBLUMPSUMPURCHANNLUMPSUMOTHFEEIPGEXPFROMFUNDRELRESRVHEALTHDEDFEEMRKTVALFEEANNADMINSECT1035EXCPARTQDRONORMDISBQDROSEC1035DESGROTHACCTDISTREPDTHBEN6050YDISTTRADINDVNOTFMVDIVDISTEMPSTK404KCOSTCURRLIFEINSURPROTECTDISTUNDEREMPLOYEEPLANSCOMPLRESSYSEXCSCONTRIBPLUSEARN2024FEELONGTERMCAREINSURQUALPLANLOANOFFSETQUALROTHINDVARRDISTROTHIRADISTEXCEPAPPLIES
Example:DEF
Specifies how many times special program will be run
Example:5
Show Child Parameters
Show Child Parameters
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
First payment year.
Example:2025
Gross disbursment.
Example:10000
Waive charges.
Example:1000
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Prior RMD amount type.
Example:-999
Prior RMD amount.
Example:100