AdhocTaxWithholdingInstructions
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
Show Child Parameters
Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
TaxWithheldAmount
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:FEDERALSTATENRABACKUP
The actual dollar amount withheld for taxes
Example:100
The portion of the transaction amount eligible for taxation
Example:100
Indicates whether the transaction is taxable
Allowed values:true
The actual tax rate used for withholding calculations
Example:100
TransactionPayor
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
A unique identifier for the bank associated with the payor
Example:Bank_1
TransactionPayeeOrBeneficiary
objectA unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
The actual dollar amount disbursed to the payee
Example:20
Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
Example:20
A unique identifier for the address associated with the payee or policyholder
Example:1
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
ExternalIdentifiers
objectThe unique payment reference number for all premium-related transactions by carrier
The unique ID to identify transaction on carrier side
The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program