Search
K
Policy Transactions

PartialWithdrawalExternalIdentifiers

object
externalTransactionIdstring

The unique ID to identify transaction on carrier side

Example:14141414

referenceNumberstring

The unique payment reference number for all premium-related transactions by carrier

Example:141414141

Example

PartialWithdrawalTransactionReason

string

Reason for the partial withdrawal one-time transaction

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCENOTRANSACTIONREASONSTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATIONPRODUCTDEFAULTAMOUNTGWBRIDERDISBURSEMENTGWBPHASECHANGEFREQUENCYPREMIUMLOANPAYMENTDUEDATE

Example

PartialWithdrawalFundAllocation

object
allocationOptionstringrequired

Defines how funds are removed for the partial withdrawal

Allowed values:DEFAULTFIXEDPRORATAVARIABLEPRORATAPRORATASPECIFIEDFUNDSSPECIFIEDSEGMENTS

Example:PRORATA

Example

PartialWithdrawalAllocationOption

string

Defines how funds are removed for the partial withdrawal

Allowed values:DEFAULTFIXEDPRORATAVARIABLEPRORATAPRORATASPECIFIEDFUNDSSPECIFIEDSEGMENTS

Example

PartialWithdrawalTaxWithholdingInstruction

object
partyIdstringrequired

Impacted party for tax withholding

Example:2314134

taxWithholdingTypestringrequired

Allowed values:FEDERALSTATENRABACKUP

partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTCARRIERTHIRDPARTYDESIGNEETHIRDPARTYADMINISTRATORJOINTOWNERCOVERAGEINSUREDCOVERAGEJOINTINSUREDASSIGNEEPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERSUCCESSORTRUSTEE

Example:OWNER

taxRateToUsestring

How tax rate should be applied for withholding

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDING

filingStatusstring

Filing status for partial withdrawal tax withholding

Allowed values:SINGLEMARRIEDDEFAULTDOMESTICPARTNERDOMESTICPARTNERSHIPHEADOFHOUSEHOLDMARRIEDFILINGSEPARATELYWIDOWEDDIVORCED

Example:MARRIED

dollarnumber(double)
percentagenumber(double)
exemptionsnumber(int32)
taxJurisdictionstring

Example:string

contributionstring

Allowed values:NOTAPPLICABLE

Example:NOTAPPLICABLE

w4robject
Show Child Parameters
taxFormTypestring

Allowed values:T1035COSTBASIS

Example:T1035COSTBASIS

Example