Search
K
New Business - Annuity

ExchangeCompany

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:EXCHANGECOMPANY

Example:EXCHANGECOMPANY

partyTypestringrequired

Type of party

Allowed values:ORGANIZATION

Example:ORGANIZATION

personalInformationobjectrequired
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierobject
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
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

PersonalInformationOwner

object
firstNamestringrequired

Example:John

middleNamestring

Example:M

lastNamestringrequired

Example:Doe

suffixstring

Suffix for given party if Applicable

<= 10 characters

Example:SR

prefixstring

Prefix for given party if Applicable

Allowed values:MRMSMISSDR.MRS.

Example:MR

dateOfBirthstring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

genderstring

Allowed values:MALEFEMALEUNISEXUNKNOWN

Example:MALE

birthSexstringrequired

Allowed values:MALEFEMALEUNISEX

Example:MALE

birthStatestring

Only applicable for US born party

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYANXK

Example:CA

birthCountrystringrequired

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

citizenCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

Example

PersonalInformationAgent

object
firstNamestringrequired

Example:John

middleNamestring

Example:M

lastNamestringrequired

Example:Doe

suffixstring

Suffix for given party if Applicable

<= 10 characters

Example:SR

prefixstring

Prefix for given party if Applicable

Allowed values:MRMSMISSDR.MRS.

Example:MR

dateOfBirthstring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

genderstring

Allowed values:MALEFEMALEUNISEXUNKNOWN

Example:MALE

birthSexstring

Allowed values:MALEFEMALEUNISEX

Example:MALE

birthStatestring

Only applicable for US born party

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYANXK

Example:CA

birthCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

citizenCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

Example

PersonalInformationInsured

object
firstNamestringrequired

Example:John

middleNamestring

Example:M

lastNamestringrequired

Example:Doe

suffixstring

Suffix for given party if Applicable

<= 10 characters

Example:SR

prefixstring

Prefix for given party if Applicable

Allowed values:MRMSMISSDR.MRS.

Example:MR

dateOfBirthstring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

genderstring

Allowed values:MALEFEMALEUNISEXUNKNOWN

Example:MALE

birthSexstringrequired

Allowed values:MALEFEMALEUNISEX

Example:MALE

birthCountrystringrequired

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

citizenCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

Example

PersonalInformationPrimary

object
firstNamestringrequired

Example:John

middleNamestring

Example:M

lastNamestringrequired

Example:Doe

suffixstring

Suffix for given party if Applicable

<= 10 characters

Example:SR

prefixstring

Prefix for given party if Applicable

Allowed values:MRMSMISSDR.MRS.

Example:MR

dateOfBirthstring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

genderstring

Allowed values:MALEFEMALEUNISEXUNKNOWN

Example:MALE

birthSexstring

Allowed values:MALEFEMALEUNISEX

Example:MALE

birthStatestring

Only applicable for US born party

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYANXK

Example:CA

birthCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

citizenCountrystring

Allowed values:USAFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUYUZVUVEVNVGVIWFXKEHYEZMZWAX

Example:US

Example