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Policy Transactions

FullSurrenderActualTransactionAmounts

object
amountTypestring

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

disbursementTypestring

The type of amount for withdrawal such as Gross or Net

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

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

Allowed values:DTCCEFTACHCHECKWIRE

Example

PartialWithdrawalOneTime

object
correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean

Default:false

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
payeeOrBeneficiaryarray[object]
Show Child Parameters
partiesarray[object]required
Show Child Parameters
chargesarray[object]
Show Child Parameters
Example

PartyRole

string

Party Role

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTTHIRDPARTYDESIGNEE

PayeeOrBeneficiary

object
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

AdhocFundAllocation

object
allocationOptionstringrequired

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

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example