FullSurrenderRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
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
Property to isolate source transaction(s) that initiated the reversal
Default:false
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FullSurrenderQuoteTransactionAmounts
objectExample:100
Example:100
Example:100
Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY
Allowed values:GROSSNETNETNET
Allowed values:DTCCEFTACHCHECKWIRE
Example:10
AdhocTaxWithheldAmount
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:FEDERALSTATENRABACKUP
The actual dollar amount withheld for taxes
Example:100
The portion of the transaction amount eligible for taxation
Example:100
Indicates whether the transaction is taxable
Allowed values:true
FullSurrenderQuotePayeeOrBeneficiary
objectA unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
Example:20
FullSurrenderQuoteResponseParties
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
A unique identifier for the address associated with the payee or policyholder
Example:1
FBO - For Benefit Of, FFC - For Further Credit. (To notate a second beneficiary or to designate a person or organization when funds are disbursed out)
Example:John Doe
TBD
Example:20