AdhocFundAllocation

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTTHIRDPARTYDESIGNEE

partyIdstring

Pending Review by Product Team

Example:Party_PI_1

paymentFormstring

Mode of payment

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)

At Policy Level for Each Applicable Fund (Everly there is only one Fixed) Therefore this be 100%

Example:100

bankIdstring

Comes in Acord 103

Example:Bank_1

Example

allocationOptionstringrequired

Defines the format of how the funds are removed, i.e. dollar, percentage, pro-rata, etc.

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

chargeTypestring

Charge Type

Allowed values:COSTOFINSURANCEEXPENSECHARGEUNITEXPENSECHARGERIDERCHARGESURRENDERCHARGEWITHDRAWALCHARGE

chargeWaiverIndicatorstring

Charge Waiver Indicator

Allowed values:YesNo

chargeWaiverReasonstring

Set by System based on policy data if Waive Indicator is yes.

Example:100

Example

PartyRole