IdentifiersRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
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AnnuitizationFeature
objectAllowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day
Example:2023-01-01
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION
The account number for the annuitization feature
Example:123456789
The participant ID for the annuitization feature
Example:123456789
AdhocAnnuitization
objectThe unique ID to track transaction request across all systems
Example:864e43a0-2c2f-4a11-9d7f-69ed40115066
Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day
Example:2023-01-01
A boolean flag that applies only to financial transactions.
When set to true, it allows a backdated transaction to be processed.
This triggers a reversal on the policy to the earliest transaction on the specified effective date,
applies the new transaction, and then reprocesses all subsequent transactions (similar to (R&R) process).
This ensures that the policy`s financial history remains accurate and aligned with the backdated change.
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FormerOrganizationName
objectFormer legal name of the Organization
Example:Karen Anne Bates
The former shortened/abbreviated version of the organization`s name that is unique to the organization
Example:TBD
The former name the organization is commonly known as
Example:TBD
BusinessSchedule
objectBusiness Hour Start refers to the official start time of daily business operations for a specific organization, carrier, or department. In insurance and annuity systems, this value is often used to define operational cutoffs, processing schedules, customer service availability, and automated job executions
Example:14:00:00Z
Business Hour End refers to the official end time of daily business operations for a specific organization, carrier, or department. It defines the cutoff point for processing transactions, handling customer service requests, and running operational workflows on a given business day
Example:20:00:00Z
Business Days refer to the official working days of the week during which business operations, transaction processing, and customer services are conducted. In insurance and annuity systems, business days determine when policies are processed, disbursements are executed, and service-level agreements (SLAs) are measured
Allowed values:MONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAY
Budget Center refers to a defined organizational unit within a company that is allocated a portion of the company’s overall budget and is responsible for tracking, managing, and controlling financial expenditures. In the context of insurance and annuity operations, a budget center is often linked to departments such as underwriting, claims, operations, or IT
Example:Everly/SB