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

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

# ChartOfAccountRequestFields

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    Account:
      type: string
      enum:
        - GENERAL
    ChartOfAccountRequestFields:
      type: object
      properties:
        carrierId:
          type: string
          description: Carrier Code
          example: EVGL
        carrierSetId:
          type: string
          description: The Carrier ID is a unique identifier assigned to an insurance
            company (carrier) that issues and underwrites a policy. It helps
            track, manage, and differentiate insurance providers within industry
            databases, regulatory systems, and digital platforms
          example: EVGLCOC
        planCode:
          type: string
          description: The Plan Code is a carrier-assigned unique identifier used to
            distinguish a specific product, rate structure, and version of a
            life insurance or annuity policy. It ensures accurate policy
            tracking, pricing, and administration
          example: PLAN001
        qualificationType:
          type: string
          enum:
            - INDIVIDUALRETIREMENTACCOUNTREGULAR
            - INDIVIDUALRETIREMENTACCOUNTSPOUSAL
            - INDIVIDUALRETIREMENTACCOUNTROLLOVER
            - ROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNT
            - QUALIFIED
            - NONQUALIFIED
            - SIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDROTHINDIVIDUALRETIREMENTACCOUNT
            - NONQUALIFIEDSTRETCH
            - INDIVIDUALRETIREMENTACCOUNTSIMPLE
            - Q403B
            - Q401K
            - Q401A
            - Q457B
            - PENSIONPLAN
            - CONVERTEDINDIVIDUALRETIREMENTACCOUNT
            - ROTH403B
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSION
            - KEOGH10
            - CORPORATEPENSION
            - GROUPTAXSHELTEREDANNUITY
            - PROFITSHARING
            - TARGETBENEFIT
            - CORPORATEDEFERREDCOMPENSATION404
            - EDUCATIONALINDIVIDUALRETIREMENTACCOUNT
            - QN457B
            - CONVERTED
            - SPOUSAL
            - CUSTODIAL
            - UNIFORMGIFTSORTRANSFERSTOMINORACT
            - CUSTODIALQUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALSIMPLEINDIVIDUALRETIREMENTACCOUNT
            - MONEYPURCHASEPENSIONPLAN
            - Q401G
            - Q412E3
            - QUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - ROTH401K
            - VARIABLEUNIVERSALLIFENONQUALIFIED
          description: Qualification type of original policy being exchanged
        accountNumber:
          type: string
          description: GL Account Number
          example: "299032"
        account:
          $ref: "#/components/schemas/Account"
        generalLedgerAccount:
          type: string
          description: Account numbers used to categorize types of financial transactions
          example: GL531100
        generalLedgerAccountShortName:
          type: string
          description: Account numbers used to categorize types of financial transactions
          example: TBD
        accountType:
          type: string
          enum:
            - ASSET
            - LIABILITY
            - INCOME
            - BENEFIT
          description: Account Type refers to the category that classifies a general
            ledger (GL) account based on the nature of its financial activity,
            such as asset, liability, equity, income, or expense. It determines
            how the account behaves in financial reporting, balance sheets, and
            income statements, and is critical for structuring the chart of
            accounts in insurance and annuity accounting systems
        accountTypeCode:
          type: string
          enum:
            - A
            - L
            - I
            - B
          description: Account Type Code is a system-assigned or standardized alphanumeric
            identifier used to represent the classification of a general ledger
            (GL) account by its financial nature—such as Asset,
            Liability,Equity, Income, or Expense—in a structured and codified
            format. It is used in chart of account setups for reporting, system
            logic, and integration
```