---
title: "AdhocTaxWithholdingInstructions"
url: "https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086/schemas/AdhocTaxWithholdingInstructions"
---

> Full API specification: https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086.md

# AdhocTaxWithholdingInstructions

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    TaxWithholdingType:
      type: string
      enum:
        - FEDERAL
        - STATE
        - NRA
        - BACKUP
    TaxRateToUse:
      type: string
      enum:
        - NOWITHHOLDINGELECTED
        - USEVALUESENTERED
        - NOWITHHOLDINGALLOWED
        - USEDEFAULTTABLE
        - ADDITIONALWITHHOLDING
        - TAKEINPUTTEDVALUE
    FilingStatus:
      type: string
      enum:
        - SINGLE
        - DOMESTICPARTNERSHIP
        - DEFAULT
        - MARRIED
        - HEADOFHOUSEHOLD
        - WIDOWED
        - DIVORCED
        - MARRIEDFILINGSEPARATELY
    Contribution:
      type: string
      enum:
        - NOTAPPLICABLE
        - EMPLOYEEVOLUNTARY
        - EMPLOYEEDISCRETIONARY
    TaxFormType:
      type: string
      enum:
        - T1035COSTBASIS
        - T1035LOANTRANSFER
        - T1035SURRENDER
        - T1035TAXADVANTAGE
        - T1099R
        - TAXDISCLOSUREFORMW4P
        - TAXDISCLOSUREFORMW8
        - USW4TAXFORM
        - W9
        - VOIDCHECK
    W4P:
      type: object
      properties:
        totalAmountOfOtherIncomeAndOtherPensionsOrAnnuities:
          type: number
          format: double
          example: 12.12
          description: "Below Amounts are for periodic Payments Only  - Certain States
            Require these amounts to be entered "
        totalAmountOfClaimsAndOtherCredits:
          type: number
          format: double
          example: 213.73
          description: "This indicates the total amount of tax claims and credits party is
            eligible for to reduce the tax liabilities "
        otherIncome:
          type: number
          format: double
          example: 144.53
          description: "Not from Jobs or Pension/Annuities "
        otherDeduction:
          type: number
          format: double
          example: 42.83
          description: If Standard Deduction is not used
    PartyRole:
      type: string
      enum:
        - OWNER
        - PRIMARYBENEFICIARY
        - CONTINGENTBENEFICIARY
        - INSURED
        - PAYOR
        - PAYEE
        - AGENT
        - PRIMARYWRITINGAGENT
        - PRIMARYSERVICINGAGENT
        - ADDITIONALSERVICINGAGENT
        - ADDITIONALWRITINGAGENT
        - THIRDPARTYDESIGNEE
        - JOINTOWNER
        - COVERAGEINSURED
        - ASSIGNEE
        - ANNUITANT
        - EXCHANGECOMPANY
        - JOINTANNUITANT
        - GRANTOR
        - TRUSTEE
        - POWEROFATTORNEY
        - AUTHORIZEDSIGNATORY
        - OTHERINTERESTEDPARTY
        - CONTINGENTOWNER
        - THIRDPARTYADMINISTRATOR
        - CARRIER
        - SUCCESSORTRUSTEE
        - COVERAGEJOINTINSURED
    AdhocTaxWithholdingInstructions:
      type: object
      properties:
        appliesToPartyId:
          type: string
          description: Party ID at Policy Level that comes in from External source (for
            Everly it will be Acord 103). This ties to the Party Type this tax
            withholding corresponds to.
          example: Party_PI_1
        taxWithholdingType:
          $ref: "#/components/schemas/TaxWithholdingType"
        effectiveDate:
          type: string
          format: date
          example: 2024-01-01
          description: Date on which the tax withholding instruction becomes effective for
            the party.
        endDate:
          type: string
          format: date
          example: 2024-12-31
          description: Date on which the tax withholding instruction is no longer
            applicable for the party.
        taxRateToUse:
          $ref: "#/components/schemas/TaxRateToUse"
        filingStatus:
          $ref: "#/components/schemas/FilingStatus"
        dollar:
          type: number
          description: The dollar amount of tax withheld
          format: double
          example: 0
        percentage:
          type: number
          description: The percentage amount of tax withheld
          format: double
          example: 0
        exemptions:
          type: number
          description: The total exemptions claimed for tax purposes
          format: int32
          example: 0
        taxJurisdiction:
          type: string
          description: This is not input field i.e. user does not select or set this
            value. For Tax Withholding Type = State , DAML will set this value
            using PartyLevelAddressCountry_PartyLevelAddressState referring to
            ACCORD standard. For Tax Withholding Type = Federal , DAML will set
            this value using PartylevelAddressCountry using ACCORD standard.For
            FedeFor MVP, NRA jurisdictions are out of scope
          example: USA_WY
        contribution:
          $ref: "#/components/schemas/Contribution"
        taxFormType:
          $ref: "#/components/schemas/TaxFormType"
        w4p:
          $ref: "#/components/schemas/W4P"
        partyRole:
          $ref: "#/components/schemas/PartyRole"
```