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New Business - Annuity

PersonalInformationAuthorizedSigner

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

PersonalInformationCoverageInsured

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

birthSexstringrequired

Allowed values:MALEFEMALEUNISEX

Example:MALE

genderstring

Allowed values:MALEFEMALEUNISEXUNKNOWN

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

PersonalInformationThirdParty

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

PersonalInformationOtherInterestedParty

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

TrustDetails

object
trustNamestringrequired

Name of the trust

Example:Sunshine Family Trust

trustTypestringrequired

Type of trust

Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST

Example:INDIVIDUALTRUST

trustDatestring(date)required

Original date when the trust was established

Example:2015-08-15

amendedTrustDatestring(date)

Date of last amendment to the trust

Example:2021-04-10

governingStateOfTruststring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example