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New Business - Annuity

PlanSponsor

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:PLANSPONSOR

Example:PLANSPONSOR

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATION

Example:INDIVIDUAL

personalInformationOne Of
required
PersonalInformationPrimaryobject
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
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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

Decedent

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:DECEDENTSECONDARYDECEDENT

Example:DECEDENT

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
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

PowerOfAttorney

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:POWEROFATTORNEY

Example:POWEROFATTORNEY

partyTypestringrequired

Type of party

Allowed values:INDIVIDUAL

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
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

Assignee

object
partyIdstring(uuid)

Unique identifier for the party

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

partyRolestringrequired

Type of party role

Allowed values:ASSIGNEE

Example:ASSIGNEE

partyTypestringrequired

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

relationshipobject
Show Child Parameters
personalInformationOne Of
required
PersonalInformationPrimaryobject
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

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