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Policy

TaxWithheldAmount

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

taxWithholdingTypestring

Allowed values:FEDERALSTATENRABACKUP

withheldAmountnumber(double)

The actual dollar amount withheld for taxes

Example:100

withheldTaxableAmountnumber(double)

The portion of the transaction amount eligible for taxation

Example:100

taxableFlagboolean

Indicates whether the transaction is taxable

appliedTaxRatenumber(double)

The actual tax rate used for withholding calculations

Example:100

Example

FeatureSubType

string

Allowed values:MULTIPLEPOLICYDISCOUNTCONTROLBUSINESSINDICATORRESTRICTBROKERIDENTIFICATIONNUMBER

TransactionFeature

object
featureTypestring

Allowed values:FREELOOKLAPSEASSESSMENTLAPSEPROTECTIONREINSTATEMENTRATELOCKANNUITIZATIONNONFORFEITUREOPTIONCONVERSIONBILLINGCUSTOMFEATURESURPLUSDISTRIBUTION

featureSubTypestring

Allowed values:MULTIPLEPOLICYDISCOUNTCONTROLBUSINESSINDICATORRESTRICTBROKERIDENTIFICATIONNUMBER

featureIndicatorboolean

A Feature Indicator in life insurance and annuities refers to a binary flag (Yes/No, True/False, or Enabled/Disabled) that signifies whether a specific policy feature, rider, or benefit is included in the contract. It helps insurers, agents, and policyholders quickly identify which optional or standard benefits apply to a policy.

Example

TransactionPayor

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

bankIdstring

A unique identifier for the bank associated with the payor

Example:Bank_1

Example

TransactionPayeeOrBeneficiary

object
partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)required

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

disbursementAmountnumber

The actual dollar amount disbursed to the payee

Example:20

partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

payeeGrossAmountnumber

Example:20

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:TBD

Example