OneTimePremiumPayor
objectImpacted Party in the event of financial transaction
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
Comes in Acord 103
Example:Bank_1
OneTimePremiumRequest
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Property to isolate source transaction(s) that initiated the reversal
Default:false
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
OneTimePremiumQuoteTransactionAmount
objectThe initial premium amount (deposit amount) paid by the party
Example:100
The initial premium amount that is actually applied to the policy
Example:100
The amount calculated by the LPS if the issuance transaction outcome fails
Example:100
OneTimePremiumQuoteResponse
objectShow Child Parameters
Show Child Parameters
AdhocTransactionAmount
objectThe initial premium amount (deposit amount) paid by the party
Example:1000
Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY
Allowed values:GROSSNETNETNET
Allowed values:DTCCEFTACHCHECKWIRE
Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404K
Allowed values:PREFERREDNONPREFERREDSTANDARDLOANINDEXLOAN
Allowed values:FIXEDINDEXEDVARIABLEADJUSTABLE