FilingStatus
stringAllowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED
Contribution
stringAllowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY
TaxFormType
stringAllowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK
W4P
objectBelow Amounts are for periodic Payments Only - Certain States Require these amounts to be entered
Example:12.12
This indicates the total amount of tax claims and credits party is eligible for to reduce the tax liabilities
Example:213.73
Not from Jobs or Pension/Annuities
Example:144.53
If Standard Deduction is not used
Example:42.83
TaxWithholding
objectParty 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
Allowed values:FEDERALSTATENRABACKUP
Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE
Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED
The dollar amount of tax withheld
The percentage amount of tax withheld
The total exemptions claimed for tax purposes
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
Allowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY
Allowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK