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Policy Transactions

FundAllocationChangeRequest

object
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

correlationidstring

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

allocationobjectrequired
Show Child Parameters
Example

InvestmentType

string

TBD

Allowed values:INVESTMENTFUNDINVESTMENTMODEL

TransactionExchange

object
policyNumberstring

Unique number given to an exchange/transfer.

Example:EX0000001

exchangeDescriptionstring

Indicates the type of exchange being conducted

Allowed values:DEFAULTEXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALBIRTHORADOPTIONREPAYMENT

exchangeDatestring(date)

The date on which 1035 Exchange occurs

Example:2023-01-01

lineOfBusinessstring

Line of business annuity or life

Allowed values:LIFEANNUITY

exchangeAmountnumber(double)

Total Dollar received in 1035 Exchange

Example:161.81698

qualificationTypestring

The type of transaction added and processed

Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIED

costBasisnumber(double)

Original cost basis of the policy being exchanged - previous Policy

Example:161.81698

modifiedEndowmentContractStatusboolean

Indicates if the original policy being exchanged is classified as modifiedEndowment contract status

Allowed values:true

outstandingLoanRolloverAmountnumber(double)

The amount of any outstanding loan against the original policy that will be rolled over into the new policy during the 1035 exchange

Example:161.81698

Example

TransactionTaxBasis

object
currentContributionAmountnumber(double)

Only for Qualified IRA - normally entered by Ops. It has to do with contribution year. People can submit IRA payment for the 2024 tax year up until April 15, 2025 If they were to send in, say $10,000, in March and say that $5,000 was 2024 and $5,000 is 2025, we’d load $5,000 as a current year contribution and $5,000 as a prior year contribution

Example:161.81698

currentTaxYearnumber(int32)

The tax year for which the current contribution is being reported.

Example:1

priorContributionAmountnumber(double)

Only for Qualified IRA - normally entered by Ops

Example:161.81698

priorTaxYearnumber(int32)

Current Tax Year - Default to

Example:1

preTaxEquityAndFiscalResponsibilityActBasisnumber(double)

Cost basis established before August 14, 1982. This type of cost basis will be withdrawn from an annuity before any gain (taxable amount) is withdrawn

Example:161.81698

postTaxEquityAndFiscalResponsibilityActBasisnumber(double)

Cost basis established on or after August 14, 1982. This type of cost basis is not withdrawn from an annuity until all gain has been withdrawn

Example:161.81698

postTechnicalAndMiscellaneousRevenueActAmountnumber(double)

Applies to 403b Qual type

Example:161.81698

Example

FundAllocation

object
investmentTypestringrequired

TBD

Allowed values:INVESTMENTFUNDINVESTMENTMODEL

modelIdstring

The corresponding Model Id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]required
Show Child Parameters
allocationOptionstring

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

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example