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Policy Transactions

TransactionAmounts

requestedAmountnumber(double)required

The initial premium amount (deposit amount) paid by the party.

Example:100

amountTypestringrequired

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:AMOUNTEARNINGSONLYFREEWITHDRAWALAMOUNTMAXPERCENTAGEPRORATAWITHDRAWALUNTILBASIS

disbursementTypestringrequired

The type of amount for withdrawal such as Gross or Net

Allowed values:GROSSNETNETNET

disbursementPaymentFormstringrequired

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

Allowed values:ACHCHECKDTCCEFTWIRE

loanTypestringrequired

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

Allowed values:INDEXLOANNONPREFERREDSTANDARDLOANPREFERRED

loanInterestTypestringrequired

Loan Interest Type - Selected by user from dropdown values, default to Fixed

Allowed values:ADJUSTABLEFIXEDINDEXEDVARIABLE

paymentAmountnumber(double)

The initial premium amount (deposit amount) drafted to proceed with the payment

Example:100

appliedAmountnumber(double)

The initial premium amount that is actually applied to the policy.

Example:100

calculatedAmountnumber(double)

The amount calculated by the LPS if the issuance transaction outcome fails

Example:100

totalChargeAmountnumber(double)

Sum of Transaction Level charges

Example:100

taxableAmountnumber(double)

Taxable amount for Transaction. Even If Payee selects Not To Withhold, this will be populated if there was Gain distributed.

Example:100

deathClaimPayoutPreSupplementalSecurityIncomenumber(double)

Death claim payout amount

Example:1000

claimStatutoryInterestAmountnumber(double)

Any interest generated on the claim amount

Example:1000

deathBenefitInterestCalculatedFromDatenumber(double)

Product team to review

Example:1000

claimStatutoryInterestRatenumber(double)

Product team to review

Example:1000

Example

PartialWithdrawal.TransactionAmounts

object
requestedAmountnumber(double)required

Example:1000

amountTypestringrequired

Allowed values:AMOUNTPERCENTAGEFREEWITHDRAWALAMOUNTEARNINGSONLYMAXMODIFIEDEARNINGSONLYWITHDRAWALUNTILBASISPERCENTAGEOFACCOUNTVALUE

Example:AMOUNT

disbursementTypestringrequired

Allowed values:GROSSNETNETBEFORETAX

Example:GROSS

distributionCodestring

Allowed values:CHARITABLEGIFT

Example:CHARITABLEGIFT

disbursementPaymentFormstring

Allowed values:CHECKWIREDTCCACHOVERNIGHTCHECK

Example:CHECK

accountNumberstring

Example:11434552525

participantIdstring

Example:1236

withdrawalReasonstring

Allowed values:NORMALDISTRIBUTIONPREMATUREDISTRIBUTIONDISABILITYSEPARATIONFROMEMPLOYMENTUNFORESEEABLEEMERGENCYINSERVICEDISTRIBUTIONHARDSHIPDEATH

Example:NORMALDISTRIBUTION

severanceDatestring(date)

Example:2026-03-17

firstRothIRADatestring(date)

Example:2026-03-17

hardshipTypestring

Allowed values:MEDICALHOMEPURCHASEEDUCATIONEVICTIONPREVENTIONFUNERALDISASTEROTHER

Example:MEDICAL

emergencyTypestring

Allowed values:MEDICALCASUALTYLOSSOTHERUNFORESEEABLEEMERGENCY

Example:MEDICAL

Example

PartialWithdrawalAmountType

string

Allowed values:AMOUNTPERCENTAGEFREEWITHDRAWALAMOUNTEARNINGSONLYMAXMODIFIEDEARNINGSONLYWITHDRAWALUNTILBASISPERCENTAGEOFACCOUNTVALUE

Example

PartialWithdrawalDisbursementType

string

Allowed values:GROSSNETNETBEFORETAX

Example

PartialWithdrawalDistributionCode

string

Allowed values:CHARITABLEGIFT

Example