Search
K
Policy

LoanRepaymentOneTimeQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
Show Child Parameters
fundAllocationobject
Show Child Parameters
payorobject
Show Child Parameters
policyobject
Show Child Parameters
Example

FullSurrenderActualTransactionAmounts

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

Example

FullSurrenderRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

taxWithholdingInstructionsarray[object]
Show Child Parameters
payeeOrBeneficiaryarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
transactionAmountsobject
Show Child Parameters
chargesarray[object]
Show Child Parameters
externalIdentifiersobject
Show Child Parameters
Example

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