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
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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
Payment
objectUnique Id to tag to respective payment records. Duplicate Ids will be rejected.
Example:payment_1
Payment methods
Allowed values:CHKWIREEXCREPCREDITCARDACHDTCC
Example:CHK
Gross Amount for the individual payment
Example:238500.5
Net Amount for the individual payment
Show Child Parameters
Funds to be considered for Future Allocations or not
Allowed values:YESNO
Example:YES
waivePremium
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.
For any payment that is a replacement/exchange
Show Child Parameters
Phone
objectThis filed capture the type of phone like Home Phone, Work Phone. One Phone mandatory for Owner and Annuitant
Allowed values:MOBILEHOMEBUSFAXOTHERUNKBUSINESSFAXSECONDHOMEPHONEHOMEFAXMODEM
Example:BUS
Country codes
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAXAZBABBBDBEBFBGBHBIBJBLBMBNBOBQBRBSBTBVBWBYBZCACCCDCFCGCHCICKCLCMCNCOCRCUCVCWCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRGAGBGDGEGFGGGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILIMINIOIQIRISITJEJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMEMFMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNUNZOMPAPEPFPGPHPKPLPMPNPRPSPTPWPYQARERORSRURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSSSTSVSXSYSZTCTDTFTGTHTJTKTLTMTNTOTRTTTVTWTZUAUGUMUSAUYUZVAVCVEVGVIVNVUWFWSXKYEYTZAZMZW
ZIP code
Example:10100
ZIP code suffix
Example:1010
This field stores the telephone Area Code of client address
Example:404
This field stores the phone number.
Example:1234567890 or 1234567
This field stores the Extension number
Example:4560