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Policy

FullSurrenderOrSystematicProgramQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
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chargesobjectrequired
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taxWithholdingInstructionsarray[object]
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taxWithheldAmountsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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policyobject
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Example

TransactionReason

string

The specific reason or purpose for the transaction being processed

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATION

NotificationOfDeathClaimAdhocDeathBenefit

object
disputedDebtAmountnumber(double)

Amount in question of disagreement between the creditor and the committee as to the existence of a debt or the amount owed by the committee

Example:90

Example

PartiesDeathNotification

object
partyIdstring

Party ID is a unique identifier assigned to a party (individual or entity) involved in an insurance or annuity contract. This identifier helps ensure accurate data exchange and tracking across insurance transactions.

Example:Party_PB_Primary_Bene_1

partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

deathDetailsobject
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Example

NotificationOfDeathClaimAdhocPolicy

object
deathBenefitobject
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partiesarray[object]

Array of parties involved in the death notification

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Example