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Policy Transactions

AmountType

string

Amount Type selected by user. Following is dropdown list 1. Amount – If selected user should be able to enter Amount for Transaction Amount field 2. Percent – If selected user should be able to enter Percentage for Transaction Amount field 3. Max – If selected user should NOT be able to enter Amount. Auto calculated using Maximum Withdrawal Amount. 4. Free Withdrawal Amount – If selected user should NOT be able to enter Amount. Auto calcualted using Free Withdrawal Amount. 5. Withdraw Until Basis ---- If selected user should NOT be able to enter Amount. Auto calcualted using Cost Basis.

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATA

LoanType

string

Loan Types - Selected by user from dropdown values, default to Non-Preferred Standard Loan

Allowed values:PREFERREDNONPREFERREDSTANDARDLOANINDEXLOAN

DisbursementType

string

The type of amount for withdrawal such as Gross or Net

Allowed values:GROSSNETNETNET

DisbursementPaymentForm

string

The type of disbursement method such as DTCC,EFT or credit card.Default EFT.

Allowed values:DTCCEFTACHCHECKWIRE

TaxWithholdingInstructions

object
partyIdstringrequired

Impacted Party in the event of financial transaction

Example:Party_PI_1

taxWithholdingTypestringrequired

Allowed values:FEDERALSTATENRABACKUP

taxRateToUsestringrequired

Mode of payment

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

filingStatusstring

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

dollarnumber(double)

Requested amount value

Example:10

percentagenumber(double)

Requested percentage value

Example:50

exemptionsnumber(int32)

Requested exemptions value

taxJurisdictionstring

Requested amount value

Example:USA

Example