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New Business - Annuity

Beneficiary

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:PRIMARYBENEFICIARYCONTINGENTBENEFICIARY

Example:PRIMARYBENEFICIARY

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
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personalInformationOne Of
required
TrustDetailsobject
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partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
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addressobject
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phoneNumberobject
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emailobject
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revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

beneDistribOptionstring

Beneficiary distribution option applicable to the party.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Payor

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:PAYOR

Example:PAYOR

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
personalInformationobjectrequired
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partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
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addressobject
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phoneNumberobject
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emailobject
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employmentobject
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revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Payee

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:PAYEE

Example:PAYEE

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
personalInformationobjectrequired
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partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
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phoneNumberobject
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emailobject
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Trustee

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

parentPartyIdstring(uuid)required

Unique identifier for the parent party associated with. For eg it can be owner party Id if owner type is Trust

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:TRUSTEEBENEFICIARYTRUSTEE

Example:TRUSTEE

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
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phoneNumberobject
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emailobject
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signaturearray[object]
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revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

trustDatestring(date)

Date on which the trust was established, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example

Grantor

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

parentPartyIdstring(uuid)required

Unique identifier for the parent party associated with. For eg it can be owner party Id if owner type is Trust

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestringrequired

Type of party role

Allowed values:GRANTOR

Example:GRANTOR

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
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phoneNumberobject
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emailobject
Show Child Parameters
signaturearray[object]
Show Child Parameters
revocabilityCodestring

Code indicating whether the party designation is revocable or irrevocable.

decedentDobstring(date)

Date of birth of the decedent, if applicable.

authTypestring

Type of authorization granted to the party.

Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE

authModestring

Mode by which authorization was provided, such as electronic or written.

Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE

Example