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New Business - Annuity

Attachment

object
* Additional properties are NOT allowed.
signatureMethodstring

Method used to capture the customer’s signature (e.g., electronic, wet)

Allowed values:NONEVOICESIGNATUREPADWETSIGNATURESCANNEDBIOMETRICCLICKTHROUGH

documentControlNumberstring

documentControlNumber is an NSCC data point, Will be derived by Zinnia.

totalAttachmentCountstring

Total Attachment Count expected in Attachment payload

Example

Illustrations

object
* Additional properties are NOT allowed.
quoteIdstring

Unique identifier assigned to a quote for tracking and reference purposes.

solicitationStatestring

State in which the product solicitation occurred.

solicitationDatestring(date)

Date on which the product was solicited or offered to the customer

quoteStartDatestring(date)

Date on which the quoted rates or terms become effective

quoteEndDatestring(date)

Date on which the quoted rates or terms ends

Example

Policy

object
* Additional properties are NOT allowed.
policyNumberstring

Unique policy number that will be assigned to the policy issued from this application.

planCodestringrequired

Provided by Zinnia

productCusipstring

CUSIP number used to uniquely identify the insurance product.

productTypestring

Type of insurance product

Allowed values:INDEXEDUNIVERSALLIFEUNIVERSALLIFETERMANNUITY

policyStatusstring

Status of the policy

Allowed values:APPLIEDFORAPPROVEDSUBMITTEDTOUNDERWRITINGPENDINGDECLINEDQUOTEDRISKNOTACCEPTABLENOTTAKENPENDINGISSUEDISSUEDCLOSEDCANCELLEDEXPIREDCONVERSION

policyEffectiveDatestring(date)

Date from which the policy is effective (with pattern “yyyy-mm-dd”)

issueStatestringrequired

Abbreviated names for states

issueCountrystring

Policy Issue Country (Only US)

initialPurchaseobjectrequired
Show Child Parameters
featurearray[object]
* Additional properties are NOT allowed.
Show Child Parameters
fundDetailsarray[object]required
* Additional properties are NOT allowed.
Show Child Parameters
Example

PaymentV3

object
* Additional properties are NOT allowed.
paymentIdstring(Integer)required

Unique id for the payment made

referenceNumberstring

Reference Numbe for the payment made

netAmountstring(double)required

Premium received (Net Amount)

Example:238500.50

grossAmountstring(double)required

Premium received (Gross Amount)

Example:238500.50

methodstringrequired

Method through which the payment is made

Allowed values:CREDITCARDDEBITCARDCHECKACHDIGITALPAYMENTWIREDTCCEXCHANGEPAYROLLDEDUCTION

internalExchIndicatorstring

DTCC defined Indicator that states whether an exchange type application is internal of external.

Allowed values:YESNO

withdrawalIndicatorstring

Premium received withdrawal indicator

Allowed values:FULLPARTIAL

partialWithdrawTypestring

If Withdrawal indicator is input then Partial Withdrawal Type become mandatory

Allowed values:SPECIFIEDAMOUNTWITHDRAWALPERCENTOFCONTRACTWITHDRAWALPERCENTOFCONTRACTPREMIUMWITHDRAWALPERCENTOFFUNDWITHDRAWALRIDERFREEAMOUNTWITHDRAWALSURRENDERFREEAMOUNTWITHDRAWALPENALTYFREEWITHDRAWALINTERESTONLYWITHDRAWALREQUIREDMINIMUMDISTRIBUTIONWITHDRAWALSUBSTANTIALLYEQUALPAYMENTSINTERESTONLYSURRENDERFREEAMOUNTWITHDRAWALREQUIREMENTMINIMUMDISTRIBUTIONCALCULATEDREQUIREMENTMINIMUMDISTRIBUTIONSPECIFIEDAMOUNT

surrenderingDateInstructionstring

If Withdrawal indicator is input then Partial Withdrawal Type become mandatory

Allowed values:UPONRECEIPTSPECIFICDATE

frequencystring

Frequency of premium payments

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

paymentDatestring(date)

Date when the payment is made (with pattern “yyyy-mm-dd”)

draftDatestring(date)

Date when the payment draft is created (with pattern “yyyy-mm-dd”)

externalTransactionIdstring

Transaction ID from external system

externalArrangementIdstring

Arrangement ID from external system

automaticPaymentboolean

Whhether this payment is automatic - TRUE/FALSE

premTypestring

DTCC-defined code identifying the type of premium payment.

Allowed values:DIRECTROLLOVERINDIRECTROLLOVERCONTRIBUTIONFULL1035EXCHANGEPARTIAL1035EXCHANGEQUALIFIEDTRANSFERNONQUALIFIEDTRANSFEROFASSETSEMPLOYEECONTRIBUTIONEMPLOYERCONTRIBUTION

currentAllocstringrequired

Indicates whether Funds to be considered for Future Allocations or not

Allowed values:YESNO

waivePremiumstring

Indicator specifying whether the premium is waived.

distributorIdstring

This is same as Tracking ID.If there are multiple payments, first payment distributorId will be the TrackingID. This unique system generated number is assigned by the B/D system and sent with each premium to the NSCC, to send to the Insurance Company. This number is assigned by the broker dealer, by which the premium can be located. Required for clearing house and detail level transactions. Broker/dealer would expect this back for chargebacks, reversals, etc. Can be returned on the “FAR” and the “COM” by the insurance carrier to identify the transaction processed.

partyarray[string](uuid)

Party ID associated with this payment.

taxInfoobject
* Additional properties are NOT allowed.
Show Child Parameters
policyHistoryobject
* Additional properties are NOT allowed.
Show Child Parameters
bankInformationobject
* Additional properties are NOT allowed.
Show Child Parameters
Example

TaxInfoV3

object
* Additional properties are NOT allowed.
currentContribAmountnumber(double)

Amount of the current-year contribution for tax reporting purposes.

Example:238500.5

priorContribAmountnumber(double)

Amount of prior-year contributions included in the payment.

Example:238500.5

taxYearstring

Tax year to which the contribution applies.

totalBasisnumber

Total cost basis associated with the payment for tax calculation.

pretefraBasisnumber

Cost basis attributable to contributions made before TEFRA rules.

posttefraBasisnumber

Cost basis attributable to contributions made after TEFRA rules.

post88Amountnumber(double)

Contribution amount made after the 1988 tax law changes.

Example:238500.5

Example