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Policy

OneTimePremiumQuoteResponse

object
correlationIdstring
transactionAmountsobject
Show Child Parameters
policyobject
Show Child Parameters
Example

AdhocTransactionAmount

object
requestedAmountnumber(double)

The initial premium amount (deposit amount) paid by the party

Example:1000

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

distributionCodestring

Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION

loanTypestring

Allowed values:PREFERREDNONPREFERREDSTANDARDLOANINDEXLOAN

loanInterestTypestring

Allowed values:FIXEDINDEXEDVARIABLEADJUSTABLE

accountNumberstring

The unique identifier representing the policy or account associated with the transaction for DTCC money movement.

Example:123456789

participantIdstring

The DTCC Participant ID (also known as DTCC Number or Participant Number) assigned by DTCC to financial institutions.

Example:DTCC12345

Example

NewLoanRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring

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

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

transactionAmountsobject
Show Child Parameters
fundAllocationobject
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
payeeOrBeneficiaryarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
externalIdentifiersobject
Show Child Parameters
Example

NewLoanQuoteTransactionAmounts

object
requestedAmountnumber
appliedAmountnumber
taxableAmountnumber
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

Example

NewLoanQuotePayeeOrBeneficiary

object
partyIdstring
allocationPercentagenumber
bankIdstring
paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

disbursementAmountnumber
payeeGrossAmountnumber

Example:20

Example