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Policy

W4P

object
totalAmountOfOtherIncomeAndOtherPensionsOrAnnuitiesnumber(double)

Below Amounts are for periodic Payments Only - Certain States Require these amounts to be entered

Example:12.12

totalAmountOfClaimsAndOtherCreditsnumber(double)

This indicates the total amount of tax claims and credits party is eligible for to reduce the tax liabilities

Example:213.73

otherIncomenumber(double)

Not from Jobs or Pension/Annuities

Example:144.53

otherDeductionnumber(double)

If Standard Deduction is not used

Example:42.83

Example

TaxWithholding

object
appliesToPartyIdstring

Party ID at Policy Level that comes in from External source (for Everly it will be Acord 103). This ties to the Party Type this tax withholding corresponds to.

Example:Party_PI_1

taxWithholdingTypestring

Allowed values:FEDERALSTATENRABACKUP

taxRateToUsestring

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE

filingStatusstring

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

dollarnumber(double)

The dollar amount of tax withheld

percentagenumber(double)

The percentage amount of tax withheld

exemptionsnumber(int32)

The total exemptions claimed for tax purposes

taxJurisdictionstring

This is not input field i.e. user does not select or set this value. For Tax Withholding Type = State , DAML will set this value using PartyLevelAddressCountry_PartyLevelAddressState referring to ACCORD standard. For Tax Withholding Type = Federal , DAML will set this value using PartylevelAddressCountry using ACCORD standard.For FedeFor MVP, NRA jurisdictions are out of scope

Example:USA_WY

contributionstring

Allowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY

taxFormTypestring

Allowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK

w4pobject
Show Child Parameters
Example

PartyStatus

string

Allowed values:APPROVEDNOTAPPROVEDPROCESSED

AddressType

string

Allowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING

Address

object
startDatestring

The start date of the party address. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

endDatestring

The end date of the party address. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

addressTypestring

Allowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING

addressLine1string

Address Line 1 of the party address

Example:1112 Pickle Street

addressLine2string

Address Line 2 of the party address

Example:South Jersey

addressLine3string

Address Line 3 of the party address

Example:1234 Post box

citystring

City of the party address

Example:Garden City

statestring

Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY

zipCodestring

Zip code of the party address

Example:67846

zipCodeExtensionstring

Unit of the party address

Example:23

countrystring

Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR

isPreferrednumber

TBD

Allowed values:true

addressIdstring

The record Id stored internally in zahara for each address

Example:1

preferredAddressboolean

TBD

Example