---
title: "TransactionExchange"
url: "https://developers.zinnia.com/apis/policy-transactions-1-0-2/versions/d0006570-ab9d-464e-814f-d120ba425e84/schemas/TransactionExchange"
---

> Full API specification: https://developers.zinnia.com/apis/policy-transactions-1-0-2/versions/d0006570-ab9d-464e-814f-d120ba425e84.md

# TransactionExchange

## OpenAPI definition

```yaml
openapi: 3.1.0
info:
  title: Zinnia Policy Transactions API.
  version: 1.0.8
servers:
  - url: https://dev.api.zinnia.io
    description: DEV Environment
  - url: https://qa.api.zinnia.io
    description: QA Environment
components:
  schemas:
    ExchangeDescription:
      type: string
      enum:
        - DEFAULT
        - EXTERNAL1035
        - INTERNAL1035
        - EXTERNALDIRECTTRANSFER
        - INTERNALDIRECTTRANSFER
        - EXTERNALROLLOVERQUALIFIED
        - INTERNALROLLOVERQUALIFIED
        - EXTERNALROTHROLLOVER
        - INTERNALROTHROLLOVER
        - EXTERNALROTHDIRECTTRANSFER
        - INTERNALROTHDIRECTTRANSFER
        - BENEFITPROCEEDS
        - CASHCONTRIBUTIONS
        - EXTERNAL1035PARTIAL
        - INTERNAL1035PARTIAL
        - BIRTHORADOPTIONREPAYMENT
      description: Indicates the type of exchange being conducted
    LineOfBusiness:
      type: string
      enum:
        - LIFE
        - ANNUITY
      description: Line of business annuity or life
    QualificationType:
      type: string
      enum:
        - INDIVIDUALRETIREMENTACCOUNTREGULAR
        - INDIVIDUALRETIREMENTACCOUNTSPOUSAL
        - INDIVIDUALRETIREMENTACCOUNTROLLOVER
        - ROTHINDIVIDUALRETIREMENTACCOUNT
        - CUSTODIALINDIVIDUALRETIREMENTACCOUNT
        - CUSTODIALROTHINDIVIDUALRETIREMENTACCOUNT
        - CUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNT
        - QUALIFIED
        - NONQUALIFIED
      description: The type of transaction added and processed
    TransactionExchange:
      type: object
      properties:
        policyNumber:
          type: string
          description: Unique number given to an exchange/transfer.
          example: EX0000001
        exchangeDescription:
          $ref: "#/components/schemas/ExchangeDescription"
        exchangeDate:
          type: string
          format: date
          description: The date on which 1035 Exchange occurs
          example: 2023-01-01
        lineOfBusiness:
          $ref: "#/components/schemas/LineOfBusiness"
        exchangeAmount:
          type: number
          format: double
          description: Total Dollar received in 1035 Exchange
          example: 161.81698
        qualificationType:
          $ref: "#/components/schemas/QualificationType"
        costBasis:
          type: number
          format: double
          description: Original cost basis of the policy being exchanged - previous Policy
          example: 161.81698
        modifiedEndowmentContractStatus:
          type: boolean
          enum:
            - true
            - false
          description: Indicates if the original policy being exchanged is classified as
            modifiedEndowment contract status
        outstandingLoanRolloverAmount:
          type: number
          format: double
          description: 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
```