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Policy

TaxWithholdingInstructions

object
partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

partyRolestring

Roles that are essential in structuring life insurance and annuity contracts to meet the financial goals of policyholders and beneficiaries

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

taxWithholdingTypestring

Allowed values:FEDERALSTATENRABACKUP

taxRateToUsestring

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE

filingStatusstring

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

dollarnumber(double)

The amount portion of the taxable transaction amount to be withheld

Example:10

percentagenumber(double)

The percentage of the taxable transaction amount to be withheld

Example:50

exemptionsnumber(int32)

The number of exemptions claimed for tax withholding within a tax year

taxJurisdictionstring

The legal tax authority (state or federal) governing the withholding process

Example:USA_WY

contributionstring

Not applicable, Employee Voluntary and Employee Discretionary

Allowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY

taxFormTypestring

The Tax Form Type refers to the specific IRS or government form used as the basis for determining an individual’s or entity’s tax withholding status on financial products such as life insurance policies, annuities, or investment accounts

Allowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK

w4pobject
Show Child Parameters
Example

PolicyWithdrawal

object
allocationOptionTypestringrequired
disbursementTypestringrequired
frequencystringrequired
effectiveDatestringrequired
amountTypestringrequired
amountnumberrequired
payeesarray[object]required
Show Child Parameters
taxWithholdingInstructionsarray[object]required
Show Child Parameters
Example

FinancialTransactionTransactionTypeEnum

string

Allowed values:PartialWithdrawalOneTimeFullSurrenderNewLoanOneTimePremiumSystematicProgramUpdateLoanRepaymentOneTimeSystematicLoanRepaymentSetup

Charge

object
chargeTypestring

Allowed values:COSTOFINSURANCEEXPENSECHARGEUNITEXPENSECHARGERIDERCHARGESURRENDERCHARGEWITHDRAWALCHARGEPAYMENTCHARGECOVERAGECHARGECOVERAGECREDITPREMIUMTAXMARKETVALUEADJUSTMENT

chargeWaiverIndicatorstring

Allowed values:YesNo

chargeWaiverReasonstring

The reason why a charge was waived (e.g., Promotional Waiver, Policy Exception)

Example:100

Example

Url

object
websitestring

Carrier or Third party administrator website

Example:https://zinnialive.com/

carrierLoginstring

Carrier login

Example:https://zinnialive.com/

agentLoginstring

Agent login

Example:https://zinnialive.com/

customerLoginstring

Customer login

Example:https://wellabe.mypolicyview.com/

Example