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New Business - Annuity

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

FundDetail

object
* Additional properties are NOT allowed.
fundTypestring

Type of fund associated with the product.

Allowed values:FIXEDINDEXEDVARIABLE

fundCodestringrequired

Code used to uniquely identify the fund. Zinnia will provide specific Fund code for individual funds per Product. Duplicate Fund codes will be rejected

fundNamestring

Name of the fund.

allocationTypestringrequired

Method used to allocate contributions or values to the fund.

Allowed values:AMOUNTPERCENTAGEPRORATAEARNINGSONLYMODIFIEDEARNINGSONLYMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASIS

allocationTypeValuestringrequired

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.

Example

Party

All the party role should be explicitly send in the party object.

Any Of
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:INSUREDJOINTINSURED

Example:INSURED

partyTypestringrequired

Type of party

Allowed values:INDIVIDUAL

Example:INDIVIDUAL

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobjectrequired
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
employmentobject
Show Child Parameters
consentProviderobject

Optional consent provider information

Show Child Parameters
marketingOptInboolean

Marketing opt-in preference

Example:true

agreeToTermsboolean

Agreement to terms and conditions

Example:true

signaturesarray[object]

Required list of signatures for the policy submission

>= 1 items

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