Policy

Policy Service

RequiredMinimumDistributionOneTimeQuoteResponse

object
correlationIdstring

The unique ID to track the transaction request across all systems.

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

transactionAmountsobject
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
taxWithheldAmountsarray[object]
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partiesarray[object]
Show Child Parameters
chargesarray[object]
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policyobject
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Example

MultipleEmailChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

emailsarray[object]
Show Child Parameters
Example

MultiplePhoneUpdateRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

phonesarray[object]
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Example

IdentifiersRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

identificationsarray[object]
Show Child Parameters
Example

AnnuitizationFeature

object
frequencystring

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

firstPaymentDatestring(date)

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

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGEPREMIUMLOAN

distributionCodestring

Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION

accountNumberstring

The account number for the annuitization feature

Example:123456789

participantIdstring

The participant ID for the annuitization feature

Example:123456789

Example