1035 or qualified transfer | OLI_PAYBASIS_1035 | 8 |
1st payment for direct new business (without trail option). (Payment not through
debit.) | OLI_PAYBASIS_FIRSTNBNOTRAIL | 2 |
1st payment for direct new business (with trail option). (Payment not through debit.) | OLI_PAYBASIS_FIRSTNBTRAIL | 1 |
1st year payment for new business | OLI_PAYBASIS_FIRSTYR | 7 |
Add ons (employee) | OLI_PAYBASIS_ADDONEMP | 13 |
Add ons through broker/dealer | OLI_PAYBASIS_ADDON | 11 |
Adjustment | OLI_PAYBASIS_ADJUSTMENT | 65 |
Bonus (other) | OLI_PAYBASIS_BONUSOTHER | 16 |
CB canceled during free look. | OLI_PAYBASIS_CBCANCELFREELOOK | 29 |
CB due to death claim | OLI_PAYBASIS_CBDTHCLAIM | 36 |
CB due to death claim 1st, 6 months | OLI_PAYBASIS_CBDEATHCLAIM1ST | 37 |
CB due to death claim 2nd, 6 months | OLI_PAYBASIS_CBDEATHCLAIM2ND | 38 |
CB due to death claim after 1st year | OLI_PAYBASIS_CBDEATHCLAIM1YR | 39 |
CB due to duplicate payment | OLI_PAYBASIS_CBDUPPAYMENT | 43 |
CB due to full surrender | OLI_PAYBASIS_CBFULLSURR | 34 |
CB due to partial surrender | OLI_PAYBASIS_CBPARTSURR | 30 |
CB due to partial surrender 1st, 6 months | OLI_PAYBASIS_CBPARTSURR1ST | 31 |
CB due to partial surrender 2nd, 6 months | OLI_PAYBASIS_CBPARTSURR2ND | 32 |
CB due to surrender after 1st year | OLI_PAYBASIS_CBSURR1STYR | 33 |
CB due to wrong agent/broker dealer or agent/broker dealer change | OLI_PAYBASIS_CBAGENTCHANGE | 40 |
CB for adjustment for a 1035 advance | OLI_PAYBASIS_CB1035 | 26 |
CB for cancel policy | OLI_PAYBASIS_CBCANCELPOL | 28 |
CB for decrease in policy | OLI_PAYBASIS_CBDECPOL | 35 |
CB for full advance | OLI_PAYBASIS_CBFULLADVANCE | 27 |
CB for inadequate licensing of representative | OLI_PAYBASIS_CBLICENSEREQ | 41 |
CB for marketing | OLI_PAYBASIS_CBMKTG | 46 |
CB for net adjustment for an advance | OLI_PAYBASIS_CBADVANCE | 25 |
CB for netted incorrectly due to age | OLI_PAYBASIS_CBINCNETTINGAGE | 44 |
CB for other adjustment | OLI_PAYBASIS_CBOTHERADJ | 47 |
CB for overpaid | OLI_PAYBASIS_CBOVERPAID | 45 |
CB for policy netted at incorrect rate | OLI_PAYBASIS_CBINCNETTING | 42 |
Chargeback due to lapsed policy. | OLI_PAYBASIS_CIL | 71 |
Commission payment (or Chargeback) due to annuitization | OLI_PAYBASIS_PC96 | 69 |
Commission payment (or chargeback) for conversion | OLI_PAYBASIS_PC98 | 70 |
Commission payment for a 1035 exchange advance | OLI_PAYBASIS_COMMPAY1035 | 19 |
Commission payment for an advance | OLI_PAYBASIS_COMMPAYADV | 18 |
Direct add ons | OLI_PAYBASIS_DIRADDON | 12 |
Direct business (no broker/dealer involvement) | OLI_PAYBASIS_DIRBUS | 3 |
Electronic app (new business) no trail | OLI_PAYBASIS_APPNOTRAIL | 5 |
Electronic app (new business) trail | OLI_PAYBASIS_APPTRAIL | 4 |
Expense Reimbursement Allowance | OLI_PAYBASIS_ERA | 55 |
Expense Reimbursement Allowance Override | OLI_PAYBASIS_ERAOVRD | 56 |
Expense Reimbursement Allowance Supplemental/ Split Override | OLI_PAYBASIS_ERAOVRDSPLT | 57 |
Fee for service | OLI_PAYBASIS_FEEFORSERVICE | 24 |
First Year Gross Dealer Compensation for Broker | OLI_PAYBASIS_GCDBRKFYR | 61 |
First Year Gross Dealer Compensation for GA | OLI_PAYBASIS_GCDGAFYR | 58 |
First Year Override | OLI_PAYBASIS_FYOVERRIDE | 50 |
Incorrect netting | OLI_PAYBASIS_INCNETTING | 21 |
Manual Recall of an advanced payment | OLI_PAYBASE_ADVMANUALRECALL | 73 |
Marketing | OLI_PAYBASIS_MKTG | 22 |
Marketing Allowance for Broker | OLI_PAYBASIS_MKTALLOW | 64 |
MGA overrides | OLI_PAYBASIS_MGAOVERRIDE | 20 |
Net payment adjustment for advance | OLI_PAYBASIS_NETADJADV | 17 |
New business (employee) | OLI_PAYBASIS_NBEMP | 6 |
Other | OLI_OTHER | 2147483647 |
Payment is from a non Tax Qualified rollover | OLI_PAYBASIS_NONQUALROLLOVER | 48 |
Periodic bonus (premium based) | OLI_PAYBASIS_BONUSPERPREM | 15 |
Persistency bonus (asset based) | OLI_PAYBASIS_BONUSPERSASSET | 14 |
Reinstatement | OLI_PAYBASIS_REINSTATEMENT | 68 |
Renewal (trail for premium) | OLI_PAYBASIS_TRAILPREM | 9 |
Renewal Commission | OLI_PAYBASIS_RENEWAL | 51 |
Renewal Gross Dealer Compensation for Broker | OLI_PAYBASIS_GCDBRKREN | 62 |
Renewal Gross Dealer Compensation for GA | OLI_PAYBASIS_GCDGAREN | 59 |
Renewal Override | OLI_PAYBASIS_RENOVRD | 52 |
Replacement | OLI_PAYBASIS_REPLACEMENT | 67 |
Service Fee Commission | OLI_PAYBASIS_SERFEE | 53 |
Special payment to firm | OLI_PAYBASIS_SPECIALPAYFIRM | 23 |
Ticket Charge | OLI_PAYBASIS_TICKETCHARGE | 74 |
Trail (asset based) | OLI_PAYBASIS_TRAILASSET | 10 |
Trail Gross Dealer Compensation for Broker | OLI_PAYBASIS_GCDBRKTRAIL | 63 |
Trail Gross Dealer Compensation for GA | OLI_PAYBASIS_GCDGATRAIL | 60 |
Trail Override | OLI_PAYBASIS_TRAILOVRD | 54 |
Unknown | OLI_UNKNOWN | 0 |
Will be reason code of original transaction. Amount sign will be reversed. | OLI_PAYBASIS_REVERSE | 66 |