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New Business - Annuity

FeatureV3

object
* Additional properties are NOT allowed.
featureCodestringrequired

Code used to uniquely identify the feature.

featureNamestring

Name of the feature.

featureStartDatestring(date)

Effective start date of the feature.

featureProcessDaystring

Day of the month on which the feature is processed, when applicable.

Allowed values:FIRSTSECONDTHIRDFOURTHFIFTHSIXTHSEVENTHEIGHTHNINTHTENTHELEVENTHTWELFTHTHIRTEENTHFOURTEENTHFIFTEENTHSIXTEENTHSEVENTEENTHEIGHTEENTHNINETEENTHTWENTIETHTWENTYFIRSTTWENTYSECONDTWENTYTHIRDTWENTYFOURTHTWENTYFIFTHTWENTYSIXTHTWENTYSEVENTHTWENTYEIGHTHTWENTYNINTHTHIRTIETHTHIRTYFIRST

featureDurationstring

Duration value for the feature based on the specified duration type.

featureDurationTypestring

Unit of measure used to interpret the feature duration.

Allowed values:DAYSMONTHSYEARSQUARTERSSEMIANNUALSWEEKSBIWEEKLYSEMIMONTHLYMAXIMUM

featureFrequencystring

Frequency at which the feature is applied or processed.

Allowed values:WEEKLYEVERYTWOWEEKSSEMIMONTHLYMONTHLYBIMONTHLYANNUALDAILYSINGLEQUARTERLYSEMIANNUAL

featureValuestring(double)

Feature value configured for the contract (amount, percentage, or prorated value).

Example:238500.50

featureValueTypestring

Type of value represented by the feature value.

Allowed values:AMOUNTPERCENTAGEWITHDRAWALUNTILBASISPRORATA

taxWithholdingIndicatorstring

Indicator specifying whether tax withholding applies to this feature.

Allowed values:YESNO

taxFilingStatusstring

Tax filing status used for withholding determination, when applicable.

Allowed values:SINGLEMARRIEDMARRIEDBUTWITHHOLDATHIGHERSINGLERATEMARRIEDFILINGJOINTLYMARRIEDFILINGSEPARATELYHEADOFHOUSEHOLDWIDOWEDDOMESTICPARTNERDIVORCED

withholdingobject
* Additional properties are NOT allowed.
Show Child Parameters
fundarray[object]

Fund transfer instructions associated with the feature.

* Additional properties are NOT allowed.
Show Child Parameters
paymentarray[object]

Payment instructions associated with the feature.

* Additional properties are NOT allowed.
Show Child Parameters
payoutsobject
* Additional properties are NOT allowed.
Show Child Parameters
Example

WithholdingV3

object
* Additional properties are NOT allowed.
withAmountnumber(double)

Withholding amount or percentage value, based on the specified withholding amount type.

Example:238500.5

withAmountDescstring

Descriptor indicating how the withholding amount was derived or selected.

Allowed values:INCOMEFROMJOBORPENSIONSTEP2BIIIEXTRASTEP4CDEDUCTIONSSTEP4BOTHERINCOMENOTJOBORPENSIONSTEP4DEPENDENTSANDOTHERCREDITSSTEP3TOTALDEFAULTNOWITHHOLDINGSELECTEDLOOKUPINTAXINGTABLES

withAmountTypestring

Type of withholding value being provided.

Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS

withAuthoritystring

Tax authority to which withholding applies.

Allowed values:STATEFEDERALLOCALNRABACKUP

Example

FundTransfer

object
* Additional properties are NOT allowed.
srcFundCodestring

Source fund code from which the amount or percentage will be transferred.

srcFundAllocAmtnumber(double)

Amount allocated from the source fund for transfer, when applicable.

Example:238500.5

srcFundAllocPercentnumber

Percentage allocated from the source fund for transfer, when applicable.

srcTargetFundCodestring

Target fund code to which the amount or percentage will be transferred.

srcTargetFundAllocAmtnumber(double)

Amount allocated to the target fund, when applicable.

Example:238500.5

srcTargetFundAllocPercentnumber

Percentage allocated to the target fund, when applicable.

Example

FeaturePayment

object
* Additional properties are NOT allowed.
amountTypestring

Type of amount specified for the feature payment.

Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS

amountnumber(double)

Payment amount or percentage value, based on the specified amount type.

Example:238500.5

methodstring

Method by which the payment will be made.

Allowed values:CREDITCARDCHECKACHDIGITALPAYMENTWIREDTCC

grossNetIndstring

Indicator specifying whether the payment amount is gross or net of applicable deductions.

Allowed values:NETGROSS

accountTypestring

Type of account used for the payment.

Allowed values:CHECKINGMONEYMARKETACCOUNTBROKERAGEACCOUNTCREDITCARDDEBITCARDDIGITALPAYMENTMUTUALFUNDSAVINGSCERTIFICATEOFDEPOSIT

abaNumberstring

American Bankers Association (ABA) routing number for the bank account.

bankNamestring

Name of the financial institution associated with the payment account.

accountNumberstring

Bank or payment account number used to process the payment.

payeeContractEntRelationPtrstring

Reference identifying the payee’s relationship to the contract or entity.

Example

PayoutV3

object
* Additional properties are NOT allowed.
payoutOptionstringrequired

Payout option selected for annuity distributions.

Allowed values:PERIODCERTAINLIFEONLYLIFEWITHPERIODCERTAINLIFEWITHINSTALLMENTREFUNDLIFEWITHCASHREFUNDLESSOROFPERIODCERTAINORLIFELIFEWITHRETURNOFPREMIUMAMOUNTCERTAINJOINTLIFEONLYJOINTANDSURVIVOR

livesTypestring

Indicates whether the payout is based on a single life or joint lives.

primarySurvivorAdjTypestring

Type of adjustment applied to payments upon the primary annuitant’s death.

primarySurvivorAdjPctstring

Percentage of the original payment payable to the survivor after the primary annuitant’s death.

jointSurvivorAdjTypestring

Type of adjustment applied to payments for a joint survivor.

jointSurvivorAdjPctstring

Percentage of the original payment payable to the joint survivor.

annuityFrequencyCodestring

Frequency at which annuity payments are made.

Allowed values:EVERYTWOWEEKSMONTHLYBIMONTHLYANNUALSINGLEPAYMENTQUARTERLYSEMIANNUAL

certainPeriodQualifierstring

Qualifier indicating the unit of measure for the certain period (e.g., years or months).

Allowed values:ANNUALBIMONTHLYEVERYTWOWEEKSSINGLEPAYMENTMONTHLYSEMIANNUALQUARTERLY

certainPeriodstring

Length of the guaranteed certain period associated with the payout option.

payoutStartDatestring(date)

Date on which annuity payout payments begin.

fixedPaymentAmountstring(double)

Fixed payment amount payable for each annuity distribution.

Example:238500.50

Example