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Policy

AdhocFundAllocation

object
allocationOptionstring

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLYSPECIFICFUNDPERCENTAGEFIXEDONLYVARIABLEONLY

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

Example

DistributionAmountType

string

Allowed values:PERCENTAGEAMOUNTUNIT

AdhocFundDistributionSegment

object
segmentIdstring

A unique identifier assigned to a particular segment for a specific fund account within the investment structure

currentAmountnumber
requestedAmountnumber
Example

AdhocFundDistributions

object
fundIdstring

A unique identifier assigned to a specific fund account within the investment structure

fundNamestring

The official business name of the specific fund account within the investment structure

totalFundValuenumber

The total value of the specific fund account within the investment structure.The total fund value of the a specific fund, considering any earnings, withdrawals, or adjustments due to transaction

requestedAmountnumber

The specific amount or percentage requested for withdrawal, transfer, or reallocation from the selected fund.This amount will be utilized when allocation option is selected as specified funds

distributionAmountTypestring

Allowed values:PERCENTAGEAMOUNTUNIT

fundDistributionSegmentsarray[object]
Show Child Parameters
Example

AdhocSystematicProgram

object
paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

arrangementTypestring

Allowed values:PAYMENTWITHDRAWALLOANREPAYMENTREQUIREDMINIMUMDISTRIBUTIONPAYOUTRIDERCLAIMWITHDRAWAL

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

amountnumber(double)

Requested amount value

Example:5.132

frequencystring

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

startDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2020-01-01

endDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

previousProgramDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2018-01-01

nextProgramDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

distributionCodestring

Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION

partyobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
externalArrangementIdstring

The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program

segmentIdstring

A unique identifier assigned to a specific loan segment

Example:Segment1

accountNumberstring

The unique identifier representing the policy or account associated with the transaction for DTCC money movement.

Example:123456789

participantIdstring

The DTCC Participant ID (also known as DTCC Number or Participant Number) assigned by DTCC to financial institutions.

Example:DTCC12345

fundAllocationobject
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
Example