Effective date of Special program

Frequency of special program

amountType of special program

Stores the allocated percent to the specific fund

Distribution Code

Specifies how many times special program will be run

Derived by Zinnia

Derived by Zinnia

Company Tax ID

Type of the company

Company email address

This field stores the requested amount.

Agent submit date

This field stores the source policy number

This field stores the plan type which was used on previous policy - Refer qualificationflag for types

This field stores determines whether to apply Rate Lock or not

Agent submit date

If Rate Lock is not followed and needs override

This field gets enable when advance commission is true.

This is a flag to selected when the advance commision to agent is applicable.

Qualifies the withholding amount. Either as dollars or a percentage

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

Defines the withholding authority for which is being withheld

Payment methods

Money Source

Gross Amount for the individual payment

Net Amount for the individual payment

Funds to be considered for Future Allocations or not

waivePremium

Unique number assigned to the application by broker

This is a flag to checked and unchecked depending upon the Cost basis.

For any payment that is a replacement/exchange

Two digit country code

This field stores the telephone Area Code of client address

This field stores the phone number.

This field stores the Extension number