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Policy Transactions

InitialDeathClaimRequest

object
correlationIdstring

Unique identifier used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the death claim transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2025-12-15

transactionReasonstringrequired

Reason for the transaction

Allowed values:DEATH_NOTIFICATION

Example:DEATH_NOTIFICATION

externalIdentifiersobject
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policyobject
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partiesarray[object]required
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deathNotificationobjectrequired
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documentsarray[object]

Supporting documents associated with the death claim (e.g. certified death certificate).

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riderClaimarray[object]

Rider claims applicable to the policy. Each entry links the elected rider to the party it applies to.

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Example

DeathClaimPolicy

object
policyNumberstringrequired

Example:POL-20251215-001

productTypestringrequired

Type of product

Example:FIXEDINDEXEDANNUITY

lineOfBusinessstringrequired

Line of business

Allowed values:LIFEANNUITY

Example:LIFE

isContestableboolean

Indicates whether the policy is within the contestability period at the time of death.

Example:true

isFuneralHomeAssignedboolean

Indicates whether a funeral home has been assigned against the policy.

Example

DeathClaimParty

object
partyIdstringrequired

Unique identifier for the party

Example:2f356dcc-303d-4fc0-94a2-5369fb62642a

partyRolestringrequired

Allowed values:INSUREDOWNERJOINTOWNERANNUITANTJOINTANNUITANTPRIMARYBENEFICIARYCONTINGENTBENEFICIARYCOVEREDINSUREDPRIMARYSERVICINGAGENTOTHER

Example:PRIMARYBENEFICIARY

partyTypestringrequired

Allowed values:INDIVIDUALORGANIZATION

Example:INDIVIDUAL

relationshipToInsuredstring

Allowed values:SPOUSECHILDPARENTSIBLINGBROTHERSISTEROTHER

Example:SPOUSE

isNotifierboolean

Indicates whether this party is the notifier of the death claim.

Example:true

personalInformationobject
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partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersarray[object]
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addressobject
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phoneNumberobject
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emailobject
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Example

PersonalInformation

object
firstNamestring

Example:Jane

middleNamestring

Example:Marie

lastNamestring

Example:Smith

suffixstring

Example:Jr.

prefixstring

Example:Ms.

dateOfBirthstring(date)

Date (with pattern “yyyy-mm-dd”)

Example:1990-01-01

genderstring

Allowed values:MALEFEMALEOTHER

birthSexstring

Allowed values:MALEFEMALE

birthCountrystring

Example:US

citizenCountrystring

Example:US

Example

PartyIdentifier

object
typestring

Allowed values:SSNEINTIN

valuestring

Example:123-45-6789

descriptionstring

Example:Social Security Number

sourcestring

Example:SSA

issueDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2015-01-01

expirationDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2070-01-01

statusstring

Allowed values:ACTIVEINACTIVE

Example:ACTIVE

countryOfIssuestring

Example:US

Example