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
FundTransfer
objectSource fund code from which the amount or percentage will be transferred.
Amount allocated from the source fund for transfer, when applicable.
Example:238500.5
Percentage allocated from the source fund for transfer, when applicable.
Target fund code to which the amount or percentage will be transferred.
Amount allocated to the target fund, when applicable.
Example:238500.5
Percentage allocated to the target fund, when applicable.
FeaturePayment
objectType of amount specified for the feature payment.
Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS
Payment amount or percentage value, based on the specified amount type.
Example:238500.5
Method by which the payment will be made.
Allowed values:CREDITCARDCHECKACHDIGITALPAYMENTWIREDTCC
Indicator specifying whether the payment amount is gross or net of applicable deductions.
Allowed values:NETGROSS
Type of account used for the payment.
Allowed values:CHECKINGMONEYMARKETACCOUNTBROKERAGEACCOUNTCREDITCARDDEBITCARDDIGITALPAYMENTMUTUALFUNDSAVINGSCERTIFICATEOFDEPOSIT
American Bankers Association (ABA) routing number for the bank account.
Name of the financial institution associated with the payment account.
Bank or payment account number used to process the payment.
Reference identifying the payee’s relationship to the contract or entity.
PayoutV3
objectPayout option selected for annuity distributions.
Allowed values:PERIODCERTAINLIFEONLYLIFEWITHPERIODCERTAINLIFEWITHINSTALLMENTREFUNDLIFEWITHCASHREFUNDLESSOROFPERIODCERTAINORLIFELIFEWITHRETURNOFPREMIUMAMOUNTCERTAINJOINTLIFEONLYJOINTANDSURVIVOR
Indicates whether the payout is based on a single life or joint lives.
Type of adjustment applied to payments upon the primary annuitant’s death.
Percentage of the original payment payable to the survivor after the primary annuitant’s death.
Type of adjustment applied to payments for a joint survivor.
Percentage of the original payment payable to the joint survivor.
Frequency at which annuity payments are made.
Allowed values:EVERYTWOWEEKSMONTHLYBIMONTHLYANNUALSINGLEPAYMENTQUARTERLYSEMIANNUAL
Qualifier indicating the unit of measure for the certain period (e.g., years or months).
Allowed values:ANNUALBIMONTHLYEVERYTWOWEEKSSINGLEPAYMENTMONTHLYSEMIANNUALQUARTERLY
Length of the guaranteed certain period associated with the payout option.
Date on which annuity payout payments begin.
Fixed payment amount payable for each annuity distribution.
Example:238500.50
FundDetail
objectType of fund associated with the product.
Allowed values:FIXEDINDEXEDVARIABLE
Code used to uniquely identify the fund. Zinnia will provide specific Fund code for individual funds per Product. Duplicate Fund codes will be rejected
Name of the fund.
Method used to allocate contributions or values to the fund.
Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS
The numeric value or qualifier associated with the selected allocationType.This value represents how the allocation is applied—for example, a fixed dollar amount, a percentage, or a rule-specific limit—depending on the allocationType chosen.