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Policy

AdhocFundTransferToFund

object
fundIdstring
requestedAmountnumber(double)

Example:124.124213

fundSegmentsarray[object]
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Example

FundTransferRequestFunds

object
transferFromarray[object]
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transferToarray[object]
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Example

FundTransferRequest

object
correlationIdstring
effectiveDatestring(date)
reverseInitiatorboolean
transactionAmountsobject
Show Child Parameters
fundAllocationobject
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fundsobject
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externalIdentifiersobject
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Example

BaseAdhocParty

object
partyIdstring

Impacted Party in the event of financial transaction

Example:Party_PI_1

bankIdstring

Comes in Acord 103

Example:Bank_1

Example

AdhocSystematicProgram

object
paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

arrangementTypestring

Allowed values:PAYMENTWITHDRAWALLOANREPAYMENTREQUIREDMINIMUMDISTRIBUTIONPAYOUT

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

amountnumber(double)

Requested amount value

Example:5.132

frequencystring

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

startDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2020-01-01

endDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

previousProgramDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2018-01-01

nextProgramDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

distributionCodestring

Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404K

partyobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
externalArrangementIdstring

The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program

Example