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Policy

FullSurrenderQuoteTransactionAmounts

object
requestedAmountnumber(double)

Example:100

taxableAmountnumber(double)

Example:100

appliedAmountnumber(double)

Example:100

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

totalChargeAmountnumber(double)

Example:10

Example

AdhocTaxWithheldAmount

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

taxWithholdingTypestring

Allowed values:FEDERALSTATENRABACKUP

withheldAmountnumber(double)

The actual dollar amount withheld for taxes

Example:100

withheldTaxableAmountnumber(double)

The portion of the transaction amount eligible for taxation

Example:100

taxableFlagnumber

Indicates whether the transaction is taxable

Allowed values:true

Example

FullSurrenderQuotePayeeOrBeneficiary

object
partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)required

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

disbursementAmountnumber
payeeGrossAmountnumber

Example:20

Example

FullSurrenderQuoteResponseParties

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

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
payeeGrossAmountnumber

TBD

Example:20

Example

FullSurrenderOrSystematicProgramQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
Show Child Parameters
chargesobjectrequired
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
taxWithheldAmountsarray[object]
Show Child Parameters
payeeOrBeneficiaryarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
policyobject
Show Child Parameters
Example