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Policy

AdhocFundDistributions

object
fundIdstring

A unique identifier assigned to a specific fund account within the investment structure

fundNamestring

The official business name of the specific fund account within the investment structure

totalFundValuenumber

The total value of the specific fund account within the investment structure.The total fund value of the a specific fund, considering any earnings, withdrawals, or adjustments due to transaction

requestedAmountnumber

The specific amount or percentage requested for withdrawal, transfer, or reallocation from the selected fund.This amount will be utilized when allocation option is selected as specified funds

fundDistributionSegmentsarray[object]
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Example

PartialWithdrawalOneTimeRequest

object
correlationIdstring
effectiveDatestring(date)
reverseInitiatorboolean

Default:false

transactionAmountsobject
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fundAllocationobject
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taxWithholdingInstructionsarray[object]
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fundDistributionsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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chargesarray[object]
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externalIdentifiersobject
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Example

PartialWithdrawalQuoteTransactionAmounts

object
requestedAmountnumber(double)

Example:10

appliedAmountnumber(double)

Example:10

taxableAmountnumber(double)

Example:10

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

totalChargeAmountnumber(double)

Example:10

Example

PartialWithdrawalQuotePayeeOrBeneficiary

object
partyIdstring
paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber
bankIdstring
disbursementAmountnumber
payeeGrossAmountnumber

Example:20

Example

PartialWithdrawalOneTimeQuoteResponseParties

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

partyIdstring

unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)

The percentage of the total disbursement allocated to the payee

Example:100

bankIdstring

A unique identifier for the financial institution handling the transaction

Example:Bank_1

addressIdstring

A unique identifier for the address associated with the payee or policyholder

Example:1

forBenefitOfOrForFurtherCreditstring

FBO - For Benefit Of, FFC - For Further Credit. (To notate a second beneficiary or to designate a person or organization when funds are disbursed out)

Example:John Doe

disbursementAmountnumber
payeeGrossAmountnumber

TBD

Example:20

Example