Search
K
Policy

DeathClaimQuotePartyWithDisbursement

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

partyIdstring

unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)

The percentage of the total disbursement allocated to the payee

Example:100

bankIdstring

A unique identifier for the financial institution handling the transaction

Example:Bank_1

addressIdstring

A unique identifier for the address associated with the payee or policyholder

Example:1

forBenefitOfOrForFurtherCreditstring

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

disbursementAmountnumber(double)

The actual dollar amount disbursed to the payee.

Example:20

taxableFlagstring

Indicates whether the disbursement to this party is taxable.

Example:Y

grossAmountnumber(double)

The total gross amount before any deductions or withholdings for this party.

Example:20

Example

DeathClaimQuoteDeathDetails

object
statutoryInterestAmountnumber(double)

The statutory interest amount paid as part of a claim settlement. This is the SSI (Supplemental Security Income) amount.

Example:1000.41

payoutPreSupplementalSecurityIncomenumber(double)

The claim payout amount before applying Supplemental Security Income (SSI) offsets or adjustments.

Example:1000.91

interestCalculationDatestring(date)

The date from which statutory interest is calculated for the death claim payout.

Example:2023-01-01

deathPayoutTypestring

The type of death benefit payout being processed.

Example:LUMPSUM

Example

DeathClaimQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

policyobject
Show Child Parameters
transactionAmountsobject
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
taxWithheldAmountsarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
deathClaimDeathDetailsobject
Show Child Parameters
Example

MetricsType

string

Allowed values:LAPSEPROTECTIONPAYMENTAMOUNTACCOUNTSURRENDERVALUEACCOUNTVALUECOSTOFINSURANCENETDEATHBENEFITEXPENSECHARGEUNITEXPENSECHARGEINTERESTCREDITRATELOANREPAYMENTONETIMEAMOUNTSYSTEMATICLOANREPAYMENTAMOUNTINTERESTCREDITAMOUNTINTERESTLOANAMOUNTPARTIALWITHDRAWALONETIMEAMOUNTINITIALPREMIUMAMOUNTSUBSEQUENTPREMIUMAMOUNTONETIMEPREMIUMAMOUNTNEWLOANAMOUNTTOTALLOANBALANCETOTALCOVERAGEAMOUNTCUMULATIVEGROSSDEATHBENEFITAMOUNTCUMULATIVEPREMIUMSINCEISSUECOVERAGECHARGECOVERAGECREDITINITIALPREMIUMCALCULATEDAMOUNTSUBSEQUENTPREMIUMCALCULATEDAMOUNTONETIMEPREMIUMCALCULATEDAMOUNTSYSTEMATICWITHDRAWALAMOUNTFULLSURRENDERCHARGEPARTIALWITHDRAWALONETIMESURRENDERCHARGESYSTEMATICWITHDRAWALSURRENDERCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMESURRENDERCHARGEANNUITIZATIONPREMIUMTAXCHARGEDEATHPREMIUMTAXCHARGEFULLSURRENDERPREMIUMTAXCHARGEFULLSURRENDERMARKETVALUEADJUSTMENTCHARGEPARTIALWITHDRAWALONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICWITHDRAWALMARKETVALUEADJUSTMENTCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICREQUIREDMINIMUMDISTRIBUTIONMARKETVALUEADJUSTMENTCHARGERIDERCHARGEFIXEDINTERESTCREDITAMOUNTINDEXCREDITAMOUNTINITIALPREMIUMPAYMENTCHARGESUBSEQUENTPREMIUMPAYMENTCHARGEONETIMEPREMIUMPAYMENTCHARGEPREMIUMTAXAMOUNTFULLSURRENDERAMOUNTREQUIREDMINIMUMDISTRIBUTIONONETIMEAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONSURRENDERCHARGECURRENTBASEHYPOTHETICALANNUALLIMITRATCHETBASEGROWTHBASEDEFERRALBONUSDEFERRALBONUSBASESIMPLEINTERESTBASEREMAININGBENEFITNETDECREASEINFACEAMOUNTNETINCREASEINFACEAMOUNT

PolicyMetricsRequest

object
startDatestring

Start Date

Example:2024-02-02

endDatestring

End Date

Example:2024-02-02

metricsarray[string]

Allowed values:LAPSEPROTECTIONPAYMENTAMOUNTACCOUNTSURRENDERVALUEACCOUNTVALUECOSTOFINSURANCENETDEATHBENEFITEXPENSECHARGEUNITEXPENSECHARGEINTERESTCREDITRATELOANREPAYMENTONETIMEAMOUNTSYSTEMATICLOANREPAYMENTAMOUNTINTERESTCREDITAMOUNTINTERESTLOANAMOUNTPARTIALWITHDRAWALONETIMEAMOUNTINITIALPREMIUMAMOUNTSUBSEQUENTPREMIUMAMOUNTONETIMEPREMIUMAMOUNTNEWLOANAMOUNTTOTALLOANBALANCETOTALCOVERAGEAMOUNTCUMULATIVEGROSSDEATHBENEFITAMOUNTCUMULATIVEPREMIUMSINCEISSUECOVERAGECHARGECOVERAGECREDITINITIALPREMIUMCALCULATEDAMOUNTSUBSEQUENTPREMIUMCALCULATEDAMOUNTONETIMEPREMIUMCALCULATEDAMOUNTSYSTEMATICWITHDRAWALAMOUNTFULLSURRENDERCHARGEPARTIALWITHDRAWALONETIMESURRENDERCHARGESYSTEMATICWITHDRAWALSURRENDERCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMESURRENDERCHARGEANNUITIZATIONPREMIUMTAXCHARGEDEATHPREMIUMTAXCHARGEFULLSURRENDERPREMIUMTAXCHARGEFULLSURRENDERMARKETVALUEADJUSTMENTCHARGEPARTIALWITHDRAWALONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICWITHDRAWALMARKETVALUEADJUSTMENTCHARGEREQUIREDMINIMUMDISTRIBUTIONONETIMEMARKETVALUEADJUSTMENTCHARGESYSTEMATICREQUIREDMINIMUMDISTRIBUTIONMARKETVALUEADJUSTMENTCHARGERIDERCHARGEFIXEDINTERESTCREDITAMOUNTINDEXCREDITAMOUNTINITIALPREMIUMPAYMENTCHARGESUBSEQUENTPREMIUMPAYMENTCHARGEONETIMEPREMIUMPAYMENTCHARGEPREMIUMTAXAMOUNTFULLSURRENDERAMOUNTREQUIREDMINIMUMDISTRIBUTIONONETIMEAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONAMOUNTSYSTEMATICREQUIREDMINIMUMDISTRIBUTIONSURRENDERCHARGECURRENTBASEHYPOTHETICALANNUALLIMITRATCHETBASEGROWTHBASEDEFERRALBONUSDEFERRALBONUSBASESIMPLEINTERESTBASEREMAININGBENEFITNETDECREASEINFACEAMOUNTNETINCREASEINFACEAMOUNT

Example