AdhocTaxWithholdingInstructions
objectParty 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
Allowed values:FEDERALSTATENRABACKUP
Date on which the tax withholding instruction becomes effective for the party.
Example:2024-01-01
Date on which the tax withholding instruction is no longer applicable for the party.
Example:2024-12-31
Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE
Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED
The dollar amount of tax withheld
The percentage amount of tax withheld
The total exemptions claimed for tax purposes
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
Allowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY
Allowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK
Show Child Parameters
Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED
TaxWithheldAmount
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED
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
The actual tax rate used for withholding calculations
Example:100
FeatureSubType
stringAllowed values:MULTIPLEPOLICYDISCOUNTCONTROLBUSINESSINDICATORRESTRICTBROKERIDENTIFICATIONNUMBER
TransactionFeature
objectAllowed values:FREELOOKLAPSEASSESSMENTLAPSEPROTECTIONREINSTATEMENTRATELOCKANNUITIZATIONNONFORFEITUREOPTIONCONVERSIONBILLINGCUSTOMFEATURESURPLUSDISTRIBUTION
Allowed values:MULTIPLEPOLICYDISCOUNTCONTROLBUSINESSINDICATORRESTRICTBROKERIDENTIFICATIONNUMBER
A Feature Indicator in life insurance and annuities refers to a binary flag (Yes/No, True/False, or Enabled/Disabled) that signifies whether a specific policy feature, rider, or benefit is included in the contract. It helps insurers, agents, and policyholders quickly identify which optional or standard benefits apply to a policy.
TransactionPayor
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
A unique identifier for the bank associated with the payor
Example:Bank_1