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New Business - Annuity

PolicyValue

object
fedMaritalStatusstringrequired

Fed marital status

Allowed values:-99912

fedMaritalAllowancestringrequired

Fed marital status allowance

Example:3

withholdingarray[object]
Show Child Parameters
fedRatestring

Federal rate - Derived by Zinnia

Example:1

stateMaritalStatusstringrequired

State Marital Status

Allowed values:-99912

stateMaritalAllowancestringrequired

State marital status allowance

Example:1

stateRatestring

State rate - Derived by Zinnia

Example:1

contribTypestring

Contribution type

Allowed values:0123456789

mktSegmentstringrequired

Market Segment Code

Allowed values:01234567891011121314151617181920212223

specMktSegmentstring

Spec Market segment

Example:1

bMarkRatestring

Example:3.5

deliveryMethodstring

Delivery method derived by Zinnia

Allowed values:FaxEmailMail

Example

InitialPurchases

object
grossAmountnumber(double)required

Total Gross Amount

Example:238500

netAmountnumber(double)required

Total Net Amount

paymentsarray[object]required
Show Child Parameters
Example

Funds

object
accCodestringrequired

Zinnia will provide specific account code for individual funds per Product

amountTypestringrequired

Type of the Amount

Allowed values:PD

amountstring(9(01) V9(09) for percentage and 9(14) V9(02) for Dollars)required
Example

Features

object
specCodestringrequired

Feature ID will be provided by Zinnia for the respective Products

variationGroupIdstringrequired

Feature Sub ID will be provided by Zinnia for the respective Products

Example

Roles

object
roleTypestringrequired

Role type

Allowed values:38360-1-2-3-4-5-6-7-8-9-10-11-12-13-14-15-16-17-18-19-20-21-22-23-24-25-26-50-51-60-70-71-72-80-81-82-83-84-85-86-87-88-89-90-91-999

Example:0

roleOptionstringrequired

Role Option associated with the respective Role Type

Allowed values:-6-5-101234567

naturalNameIndicatorstringrequired

Allowed values:YN

nameTypestringrequired

Allowed values:COINOTTRUG

firstNamestring

First name of the party role

Example:firstName when name type is Natural/Individual

middleNamestring

Moddle name of the party role

Example:B

lastNamestringrequired

Last name of the party role

Example:Doe

prefixstring

Prefix

Example:Dr

suffixstring

Suffix

Example:Sr

dobstring(date)required

Date of birth of party role. Applicable in case of Individual. (with pattern “yyyy-mm-dd”). Regex Expression ^\d{4}-((0\d)|(1[012]))-(([012]\d)|3[01])$.

Example:2023-12-19

sexstringrequired

Any one of the possible value for the gender.

Allowed values:MFO

taxIdstring

9 digit Social Security number

Match pattern:\d{9}

>= 9 characters<= 9 characters

Example:123456789

crdNumberstring

CRD number for the party role, used as Agent Identifier.

Example:when party is an agent and one of the agent specific identifier in MCS is mandatory

nationalProducerNumberstring

NPN number for the agent, used as Agent Identifier.

Example:when party is an agent and one of the agent specific identifier in MCS is mandatory

distributorAgentAssignedIdstring

Distributor assigned Id for an agent, used as Agent Identifier.

Example:when party is an agent and one of the agent specific identifier in MCS is mandatory

carrierAgentAssignedIdstring

Internal identifier assigned to the agent by carrier, used as Agent Identifier.

Example:when party is an agent and one of the agent specific identifier in MCS is mandatory

externalIdstring

Unique number assigned by the MCS system, used as Agent Identifier.

Example:when party is an agent and one of the agent specific identifier in MCS is mandatory

phonesarray[object]required
Show Child Parameters
relationshipstring

Relationship code

Allowed values:-99912345678910111213141516171819202122232425100101102103104105106

addressesarray[object]required
Show Child Parameters
trustTypestring

Type of trust & TrustType is required when the role is a trust

Allowed values:12

Example:1

eDeliverystringrequired

eDelivery is required/not for the role

Allowed values:YN

emailstring

Email for associated party

Example:email when eDelivery is 'Y'

bankInformationobject
Show Child Parameters
dodstring

Date of Death. (with pattern “yyyy-mm-dd”). Regex Expression ^\d{4}-((0\d)|(1[012]))-(([012]\d)|3[01])$.

Example