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Policy

IriTaxWithholdingType

string

Type of tax withholding.

Allowed values:FEDERALSTATENRABACKUP

IriTaxRateToUse

string

Selected tax rate source.

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

IriFilingStatus

string

Tax filing status. Usually populated when default withholding tables are used.

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

IriPartyTaxWithholdingInstruction

object
partyobject

Impacted party details for withholding.

Show Child Parameters
taxWithholdingTypestringrequired

Type of tax withholding.

Allowed values:FEDERALSTATENRABACKUP

taxRateToUsestringrequired

Selected tax rate source.

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

filingStatusstring

Tax filing status. Usually populated when default withholding tables are used.

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

dollarnumber

Fixed dollar amount to withhold. Mutually exclusive with percentage.

>= 0<= 9999999999.99

Example:125

percentagenumber

Percentage rate to withhold. Mutually exclusive with dollar.

>= 0<= 100

Example:10

exemptionsnumber

Requested exemptions value.

>= 0<= 99

taxJurisdictionstring

Jurisdiction for tax purposes. Required by the IRI schema when taxWithholdingType is STATE.

<= 50 characters

Example:NC

Example

IriPartyDeathDetails

object
dateOfDeathstring(date)

Date on which the insured or annuitant died.

Example:2026-03-06

causeOfDeathstring

Documented reason or medical determination for death.

<= 100 characters

Example:Natural causes

deathNotificationDatestring(date)

Date on which the carrier was notified of the death.

Example:2026-03-07

dateOfDueProofstring(date)

Date the appropriate death paperwork was received.

Example:2026-03-10

Example