MultipleEmailChangeRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Show Child Parameters
MultiplePhoneUpdateRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Show Child Parameters
IdentifiersRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Show Child Parameters
AnnuitizationFeature
objectAllowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
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
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION
The account number for the annuitization feature
Example:123456789
The participant ID for the annuitization feature
Example:123456789
AdhocAnnuitization
objectThe unique ID to track transaction request across all systems
Example:864e43a0-2c2f-4a11-9d7f-69ed40115066
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
A boolean flag that applies only to financial transactions.
When set to true, it allows a backdated transaction to be processed.
This triggers a reversal on the policy to the earliest transaction on the specified effective date,
applies the new transaction, and then reprocesses all subsequent transactions (similar to (R&R) process).
This ensures that the policy`s financial history remains accurate and aligned with the backdated change.