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K
Policy

FormerName

object
firstNamestring

Former first name of the party/trustee

Example:Karen

middleNamestring

Former middle name of the party/trustee

Example:Anne

lastNamestring

Former last name of the party/trustee

Example:Bates

prefixstring

Allowed values:MRMSMISSMRSDR

suffixstring

The suffix of the party name

Allowed values:JRSNSRIIIIIIIVVVIVII

fullNamestring

Former full name of the party/Former legal name of the Trust/Organization

Example:Karen Anne Bates

abbreviatedNamestring

The former shortened/abbreviated version of the organization`s name that is unique to the organization

Example:TBD

doingBusinessAsstring

The former name the organization is commonly known as

Example:TBD

Example

Identification

object
identificationIdstring

A unique system-generated ID for tracking individual identifier records

Example:1

startDatestring(date)

The date from which the party`s identifier is considered valid. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

endDatestring(date)

The date after which the party`s identifier is no longer valid. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

identificationTypestring

Specifies the kind of identifier provided for a party. It describes what type of document or number is being used to recognize or verify the party’s identity

Allowed values:PASSPORTSTATEPHOTOIDDRIVERLICENSENUMBERSSNTINEXTERNALEINOTHER

identificationKeystring

A unique code (such as ECN, Life Party ID, or Series Code) used to uniquely identify and manage individuals, entities, or product groupings within life insurance and annuity systems

Example:666-50-8548

identificationValuestring

The unique number of the selected identification type

Example:666-50-8548

identificationDescriptionstring

A brief description of the identifier.

Example:Employee Control Number

issueStatestring

Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY

issueCountrystring

Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR

Example

TaxWithholdingType

string

Allowed values:FEDERALSTATENRABACKUP

TaxRateToUse

string

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE

FilingStatus

string

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED