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Policy

FullSurrenderQuoteResponseParties

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

partyIdstring

unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)

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

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:John Doe

disbursementAmountnumber
payeeGrossAmountnumber

TBD

Example:20

Example

FullSurrenderOrSystematicProgramQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
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chargesobjectrequired
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taxWithholdingInstructionsarray[object]
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taxWithheldAmountsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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policyobject
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Example

TransactionReason

string

The specific reason or purpose for the transaction being processed

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATION

NotificationOfDeathClaimAdhocDeathBenefit

object
disputedDebtAmountnumber(double)

Amount in question of disagreement between the creditor and the committee as to the existence of a debt or the amount owed by the committee

Example:90

Example

PartiesDeathNotification

object
partyIdstring

Party ID is a unique identifier assigned to a party (individual or entity) involved in an insurance or annuity contract. This identifier helps ensure accurate data exchange and tracking across insurance transactions.

Example:Party_PB_Primary_Bene_1

partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

deathDetailsobject
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Example