DeathClaimQuoteTransactionAmounts
objectThe portion of a transaction applied amount that is considered taxable based on IRS regulations.
Example:100.23
Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAPERCENTMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCYDEFAULT
Allowed values:GROSSNETNETNET
Allowed values:DTCCEFTACHCHECKWIRE
Depending on the transaction, it will be one of the following:
The amount requested for premium allocation or processing.
The requested amount for issuing a new loan against the policy.
The amount requested to initiate a loan repayment transaction.
The requested amount for a partial withdrawal from the policy’s cash value.
The requested amount for making adjustments to the policy’s value.This transaction overrides the value and do not adjust.
Request amount shared for this variable will be utilized to override existing policy variable.
Example:100
Depending on the transaction, it will be one of the following:
The portion of the requested premium that was successfully applied to the account value of the policy.
The portion of the requested loan amount that was actually applied on the policy.
The portion of the requested loan repayment amount that was applied on the policy.
The portion of the requested withdrawal amount that was applied on the policy.
The total amount applied toward the full surrender of the policy.
The portion of a transaction applied amount that is summation of all fund level applied amounts impacted due to the transaction.
The updated face amount successfully applied to the policy.
The amount refunded as part of a free-look period cancellation (policy cancellation within the allowable period).
The policy’s value before an adjustment is applied.
Example:100
The net amount actually received from the agent to be applied to the policy.
Example:48000.28
DeathClaimQuotePartyWithDisbursement
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED
unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGEPREMIUMLOAN
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
Indicates whether the outgoing funds are being requested for the benefit of or for further credit to another person or organization.
Example:true
The actual dollar amount disbursed to the payee.
Example:20
Indicates whether the disbursement to this party is taxable.
Example:Y
The total gross amount before any deductions or withholdings for this party.
Example:20
DeathClaimQuoteDeathDetails
objectThe statutory interest amount paid as part of a claim settlement. This is the SSI (Supplemental Security Income) amount.
Example:1000.41
The claim payout amount before applying Supplemental Security Income (SSI) offsets or adjustments.
Example:1000.91
The date from which statutory interest is calculated for the death claim payout.
Example:2023-01-01
The type of death benefit payout being processed.
Example:LUMPSUM
DeathClaimQuoteResponse
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
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MetricsType
stringAllowed values:LAPSEPROTECTIONPAYMENTAMOUNTACCOUNTSURRENDERVALUEACCOUNTVALUECOSTOFINSURANCENETDEATHBENEFITEXPENSECHARGEUNITEXPENSECHARGEINTERESTCREDITRATELOANREPAYMENTONETIMEAMOUNTSYSTEMATICLOANREPAYMENTAMOUNTINTERESTCREDITAMOUNTINTERESTLOANAMOUNTPARTIALWITHDRAWALONETIMEAMOUNTINITIALPREMIUMAMOUNTSUBSEQUENTPREMIUMAMOUNTONETIMEPREMIUMAMOUNTNEWLOANAMOUNTTOTALLOANBALANCETOTALCOVERAGEAMOUNTCUMULATIVEGROSSDEATHBENEFITAMOUNTCUMULATIVEPREMIUMSINCEISSUECOVERAGECHARGECOVERAGECREDITINITIALPREMIUMCALCULATEDAMOUNTSUBSEQUENTPREMIUMCALCULATEDAMOUNTONETIMEPREMIUMCALCULATEDAMOUNTSYSTEMATICWITHDRAWALAMOUNTFULLSURRENDERCHARGEPARTIALWITHDRAWALONETIMESURRENDERCHARGESYSTEMATICWITHDRAWALSURRENDERCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMESURRENDERCHARGEANNUITIZATIONPREMIUMTAXCHARGEDEATHPREMIUMTAXCHARGEFULLSURRENDERPREMIUMTAXCHARGEFULLSURRENDERMARKETVALUEADJUSTMENTCHARGEPARTIALWITHDRAWALONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICWITHDRAWALMARKETVALUEADJUSTMENTCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICREQUIREDMINIMUMDISTRIBUTIONMARKETVALUEADJUSTMENTCHARGERIDERCHARGEFIXEDINTERESTCREDITAMOUNTINDEXCREDITAMOUNTINITIALPREMIUMPAYMENTCHARGESUBSEQUENTPREMIUMPAYMENTCHARGEONETIMEPREMIUMPAYMENTCHARGEPREMIUMTAXAMOUNTFULLSURRENDERAMOUNTREQUIREDMINIMUMDISTRIBUTIONONETIMEAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONSURRENDERCHARGECURRENTBASEHYPOTHETICALANNUALLIMITRATCHETBASEGROWTHBASEDEFERRALBONUSDEFERRALBONUSBASESIMPLEINTERESTBASEREMAININGBENEFITNETDECREASEINFACEAMOUNTNETINCREASEINFACEAMOUNT