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Policy

AdhocReissuanceFundAllocation

object
investmentTypestring

Allowed values:INVESTMENTFUNDINVESTMENTMODELCHARGEDEDUCTIONDEFAULTWITHDRAWALINTERESTRATERENEWAL

fundAllocationsInvestmentsarray[object]
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Example

AdhocReissuance

object
correlationIdstringrequired

The unique ID to track transaction request across all systems

Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

reverseInitiatorboolean

When set to true, allows a backdated transaction to be processed.

Default:false

externalIdentifiersobject
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partyobject
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ridersarray[object]
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policyFeaturesarray[object]
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policyDatesobject
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allocationobject
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Example

IriProductType

string

Product type.

Allowed values:FIXEDVARIABLEINDEXEDIMMEDIATEDEFERRED

IriProduct

object
planNamestringrequired

Marketing/plan name of the product.

<= 200 characters

Example:Fixed Indexed Annuity Premier

productTypestringrequired

Product type.

Allowed values:FIXEDVARIABLEINDEXEDIMMEDIATEDEFERRED

shortNamestring

Short display name of the product.

<= 100 characters

Example:FIA Premier

planCodestringrequired

Carrier-assigned plan code.

Match pattern:^[A-Za-z0-9]{1,50}$

Example:FIAPRM01

Example

IriQualificationType

string

Tax qualification type.

Allowed values:Non-QualifiedSolo 401k401k403b457 Deferred CompensationInherited IRAIRA SpousalEducational IRAIRAIRA RolloverIRA TransferRoth IRARoth IRA - InheritedSEP IRASIMPLE IRAPension PlanCash Balance Plan-Defined ContributionsSolo Defined BenefitCash Balance Plan-Defined BenefitProfit Sharing PlanMoney Purchase PlanSAREP401gHR10Welfare Benefit PlanRoth 401KRoth 403bRoth 457