IriAllocationOptionType
stringHow the program allocates against the policy funds.
Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY
IriSystematicPaymentForm
stringRecurring systematic-program payment form. EFT is valid here; EXCHANGE is intentionally excluded because exchange handling is party-specific rather than a recurring disbursement mode.
Allowed values:DTCCEFTACHCHECKWIRE
IriFrequency
stringHow often the systematic program runs.
Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
IriSystematicAmountType
stringHow the scheduled amount is defined for the program.
Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYMODIFIEDEARNINGSONLY
IriTransferAmountType
stringHow the destination transfer amount is defined.
Allowed values:AMOUNTPERCENTAGEPRO_RATASPECIFIED_FUNDSALL_FUNDSOTHER