Feature
objectRider Code will be provided by Zinnia for the respective Products
Example:ABC0000000
Role
objectRole type. Owner, Annuitant, Servicing Agent and Writing Agent are mandatory.
Allowed values:OWNJNTOWNPRIMBENECONTBENEMRDDESGBENEEXCCOMPANYANNJNTANNPAYORPAYEEASSIGNEEPRIMWRITAGTADDWRITAGTNONCOMAGTPRIMSERAGT
Example:OWN
string($9(01) V9(09) for percentage. Total percentage of a role should be 100%.
Example:100
The name type associated with the role.
Allowed values:INDORGTRUSTOTHERUGMACOMPANY
Example:IND
First name of the party role
Example:firstName when name type is Natural/Individual
Middle name of the party role
Example:B
Last name of the party role
Example:Doe
Prefix
Example:Dr
Suffix
Example:Sr
Date of birth of party role. Mandatory for Owner and Annuitant (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Any one of the possible value for the gender.Mandatory for Owner and Annuitant.
Allowed values:MALEFEMALEUNISEXOTHER
Example:MALE
Country codes, Mandatory for Owner and Annuitant.
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSAUYUZVAVCVEVGVIVNVUWFWSXKYEYTZAZMZW
9 digit Social Security number. Mandatory for Owner , Annuitant and Agent.
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
CRD number for the party role, used as Agent Identifier.
Example:123456
NPN number for the agent, used as Agent Identifier.
Example:123456
Distributor assigned Id for an agent, used as Agent Identifier.
Example:ABC0000000
Internal identifier assigned to the agent by carrier, used as Agent Identifier.
Example:ABC0000000
Unique number assigned by the MCS system, used as Agent Identifier.
Example:ABC0000000
One phone is mandatory for Owner and Annuitant
Show Child Parameters
Relationship code
Allowed values:TRUSTEETRUSTEEOFMINORBROTHERCHILDDAUGHTERFATHERFIANCEEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHERGRANDFATHERGRANDMOTHERDOMPARTNERAUNTNEPHEWNIECEHUSBANDWIFEUNCLEEMPLOYERGRANDPARENTLEGALGUARDIANTRUSTEEOFINCOMPPWROFATTRNYCNTRLNGPRSNOFENTEXECUTORSASSOCIATEPARTNERESTATETRUSTGRANDSONGRANDDAUGHTERPARENTNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVNGSPOUSE
Example:SELF
One address is mandatory for Owner and Annuitant
Show Child Parameters
Type of trust & TrustType is required when the role is a trust
Allowed values:INDIVIDUALCORPORATE
Example:INDIVIDUAL
eDelivery is required/not for the role
Allowed values:YESNO
Example:YES
Email for associated party, email when eDelivery is ‘Y’.
Example:abc@zinnia.com
Show Child Parameters
Date of Death (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
SpecialProgram
objectspecialProgramType selected
Allowed values:PAYOUTRMDSYSWITHDRAWALPREMIUMDEFAULTDOLLARCOSTAVERAGESYSPARTIALWITHDRAWGROSSAUTOREBALANCEMINREQUIREDDISTEFTDRAWANNUITYPAYMENTDEFAULTSCHARGEDEDUCTIONEFTLOANREPAYREGINVESTADVISORFEERIDERCHARGECOVEREDPERSONAGEBAND60DAYHHCDRECERTLETTER45DAYHHCDRECERTLETTER60DAYGMWBROLLUPRNWLNOTICE45DAYGMWBROLLUPRNWLNOTICE60DAYGMDBROLLUPRNWLNOTICE45DAYGMDBROLLUPRNWLNOTICE72TQDISTGMIBTERMIBGROWTHLOCKDATELOANREPAY
Example:PAYOUT
Effective date of Special program (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Frequency of special program
Allowed values:DLYBIWKLYMNTHLYSEMIANNQTRLYANNUALSNGLPMTBIMNTHLY
Example:DLY
amountType of special program
Allowed values:AMTPCTMAXFREEWDAMTWDUNITBASISPRORATA
Example:AMT
Stores the allocated percent to the specific fund
Example:50.5
Distribution Code
Allowed values:DEFPRMTRDISTERLYDISTEXCEPAPPDISBDTHCLMDTHEXCPROHIBTRANSSEC1035EXCNRMLDISBEXCSCNTRIBCURRYRTXPS58COSTS10YRTAXOPTEXCSCONTRIB2YRPRIORTXEXCSANNADDNLASSEC415CHARGIFTANNDIRROLLIRADIRROLLQUALPLNTSADISTFROMROTHIRALOANSASDISTQUALLOANNDISTPRMTRLOANDISTDISTFROMEDIRAEXCSCONTRIB1YRPRIOREXCSCONTRIBPLUSEARNRECHARIRAPREVYRERLYDISTRIBSIMPLESEPSERVTRSTTOTRSTIRATOROTHQDROROLLIRADTHROLLIRADTHTRANSQDROLIKETOLIKEQDROPMTTOSPSEFRSTHMBYRIRAONLYEDCTNEXPMEDEXPNONTAXEVNTGROSSPDATRNYOTHERINCNONEMPCOMPPRMTREXROYALTIESDIRTRANSROTHIRANORMDISTRIBRECHARIRACURRYRFEEADMINFEEASSETFEECONTRIBFEELUMPSUMDEATHFEELUMPSUMDISBFEELUMPSUMPURCHANNFEELUMPSUMOTHFEELNEWRETPERPMNTFEEEXISTINGRETINFORCEFEECONTFEEEXISTINGRETINCFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISBLUMPSUMPURCHANNLUMPSUMOTHFEEIPGEXPFROMFUNDRELRESRVHEALTHDEDFEEMRKTVALFEEANNADMINSECT1035EXCPARTQDRONORMDISBQDROSEC1035DESGROTHACCTDISTREPDTHBEN6050YDISTTRADINDVNOTFMVDIVDISTEMPSTK404KCOSTCURRLIFEINSURPROTECTDISTUNDEREMPLOYEEPLANSCOMPLRESSYSEXCSCONTRIBPLUSEARN2024FEELONGTERMCAREINSURQUALPLANLOANOFFSETQUALROTHINDVARRDISTROTHIRADISTEXCEPAPPLIES
Example:DEF
Specifies how many times special program will be run
Example:5
Show Child Parameters
Show Child Parameters
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
First payment year.
Example:2025
Gross disbursment.
Example:10000
Waive charges.
Example:1000
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Prior RMD amount type.
Example:-999
Prior RMD amount.
Example:100
ExchangeReplace
objectFor any payment that is a replacement/exchange
Exchange policy product type
Allowed values:ANNUITYLIFEBROKERAGECASH
Example:ANNUITY
Name of the Company
Example:ABC
Company Tax ID
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
Type of the Exchange/Replacement
Allowed values:INT1035EXT1035EXTDIRTRANINTDIRTRANEXTROLLQUALINTROLLQUALEXTROTHROLLINTROTHTROLLEXTROTHDIRTRANINTROTHDIRTRANCLIENTINITTRANBENPRCDSEXT1035PARTINT1035PARTBIRTHRPMTNOLOAEXTDIRECTTRANSFREPINTDIRECTTRANSFREPREINSTATEMENTDEFAULT
Example:INT1035
Company email address
Example:abc@zinnia.com
Show Child Parameters
This field stores the requested amount.
Example:5000.55
Signed date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This field stores the source policy number
Example:123456
This field stores the Original Cost Basis
Example:1000
This field stores the plan type which was used on previous policy - Refer qualificationflag for types
Example:NONQUAL
This field stores determines whether to apply Rate Lock or not
Allowed values:YESNO
Example:YES
Allowed values:YESNO
Example:YES
Source of ER policy is MEC/not
Allowed values:YESNO
Example:YES
Withholding
objectThe amount to be withheld if withholding is selected
Example:100.5
Qualifies the withholding amount. Either as dollars or a percentage
Allowed values:DOLLARPERCENT
Example:DOLLAR
This will be used to indicate the type of withholding information for this instance of the Withholding Amount. This is in reference to the IRS W-4P and W-4R tax withholding forms
Allowed values:JOBORPENEXTRAOTHRDEDOTHRINCCLMSNCREDDEFAULTNOWITHUSEVALUES
Example:JOBORPEN
Defines the withholding authority for which is being withheld
Allowed values:STFEDLOCALNRABACKUP
Example:FED