---
title: "TransactionExchange"
url: "https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086/schemas/TransactionExchange"
---

> Full API specification: https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086.md

# TransactionExchange

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://uat.api.zinnia.io
components:
  schemas:
    LineOfBusiness:
      type: string
      enum:
        - LIFE
        - ANNUITY
        - MUTUALFUND
        - CERTIFICATEOFDEPOSIT
        - BROKERAGE
        - OTHER
    TransactionExchange:
      type: object
      properties:
        exchangeId:
          type: string
          description: Exchange ID is a unique identifier assigned to a policy or
            transaction involved in an exchange or rollover process. It is used
            to track, reference, and reconcile activities related to the
            replacement, transfer, or conversion of funds or policies between
            contracts, products, or carriers.
          example: EX0000001
        policyNumber:
          type: string
          description: The original policy number involved in an exchange or replacement
            transaction.
          example: POLICY1234567890
        exchangeDescription:
          type: string
          enum:
            - DEFAULT
            - EXTERNAL1035
            - INTERNAL1035
            - EXTERNALDIRECTTRANSFER
            - INTERNALDIRECTTRANSFER
            - EXTERNALROLLOVERQUALIFIED
            - INTERNALROLLOVERQUALIFIED
            - EXTERNALROTHROLLOVER
            - INTERNALROTHROLLOVER
            - EXTERNALROTHDIRECTTRANSFER
            - INTERNALROTHDIRECTTRANSFER
            - BENEFITPROCEEDS
            - CASHCONTRIBUTIONS
            - EXTERNAL1035PARTIAL
            - INTERNAL1035PARTIAL
            - BIRTHORADOPTIONREPAYMENT
            - INTERNALDIRECTTRANSFERREPLACEMENT
            - EXTERNALDIRECTTRANSFERREPLACEMENT
            - CLIENTINITIATEDTRANSFER
            - CONVERSION
            - REINSTATEMENT
            - NOLETTEROFACCEPTANCE
          description: Description of the type of exchange such as External 1035, Internal
            1035, etc
        exchangeDate:
          type: string
          format: date
          description: The date on which 1035 Exchange occurs
          example: 2023-01-01
        lineOfBusiness:
          $ref: "#/components/schemas/LineOfBusiness"
        exchangeAmount:
          type: number
          format: double
          description: "Amount received in 1035 Exchange "
          example: 161.81698
        qualificationType:
          type: string
          enum:
            - INDIVIDUALRETIREMENTACCOUNTREGULAR
            - INDIVIDUALRETIREMENTACCOUNTSPOUSAL
            - INDIVIDUALRETIREMENTACCOUNTROLLOVER
            - ROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNT
            - QUALIFIED
            - NONQUALIFIED
            - SIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDROTHINDIVIDUALRETIREMENTACCOUNT
            - NONQUALIFIEDSTRETCH
            - INDIVIDUALRETIREMENTACCOUNTSIMPLE
            - Q403B
            - Q401K
            - Q401A
            - Q457B
            - PENSIONPLAN
            - CONVERTEDINDIVIDUALRETIREMENTACCOUNT
            - ROTH403B
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSION
            - KEOGH10
            - CORPORATEPENSION
            - GROUPTAXSHELTEREDANNUITY
            - PROFITSHARING
            - TARGETBENEFIT
            - CORPORATEDEFERREDCOMPENSATION404
            - EDUCATIONALINDIVIDUALRETIREMENTACCOUNT
            - QN457B
            - CONVERTED
            - SPOUSAL
            - CUSTODIAL
            - UNIFORMGIFTSORTRANSFERSTOMINORACT
            - CUSTODIALQUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALSIMPLEINDIVIDUALRETIREMENTACCOUNT
            - MONEYPURCHASEPENSIONPLAN
            - Q401G
            - Q412E3
            - QUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - ROTH401K
            - VARIABLEUNIVERSALLIFENONQUALIFIED
          description: Qualification type of original policy being exchanged
        costBasis:
          type: number
          format: double
          description: Original cost basis of the policy being exchanged - previous Policy
          example: 161.81698
        modifiedEndowmentContractStatus:
          type: boolean
          description: Indicates if the original policy being exchanged is classified as MEC
        outstandingLoanRolloverAmount:
          type: number
          format: double
          description: The amount of any outstanding loan against the original policy that
            will be rolled over into the new policy during the 1035 exchange
          example: 161.81698
      required:
        - policyNumber
```