1035 External Exchange | OLI_FINACT_ROLLOVEREXT1035 | 196 |
1035 Internal Exchange | OLI_FINACT_1035INTERNAL | 412 |
Accumulated Loan Interest | OLI_FINACT_ACCUMLOANINT | 229 |
Additional Payment - 1035 Exchange | OLI_FINACT_1035IADD | 211 |
Additional payment into a single premium policy | OLI_FINACT_PREMIUMIADDSIN | 9 |
Additional premium received due to mode change | OLI_FINACT_MODECHANGEPREM | 405 |
Ad Hoc Charges | OLI_FINACT_ADHOCCHARGE | 345 |
Adjustment - Units | OLI_FINACT_ADJUNIT | 13 |
Adjustment - Units - Reversal | OLI_FINACT_ADJUNITREV | 113 |
Administrative Fee | OLI_FINACT_ADMFEE | 14 |
Administrative Fee Reversal | OLI_FINACT_ADMFEEREV | 114 |
All Financial Activities | OLI_FINACT_ALL | 999 |
All Fund Transactions | OLI_FINACT_FUNDTRANSACTION | 349 |
AMB Tax | OLI_FINACT_AMB | 356 |
Annual Fee | OLI_FINACT_ANNFEE | 15 |
Annual Fee Reversal | OLI_FINACT_ANNFEEREV | 115 |
Annuitization | OLI_FINACT_ANNUITIZATION | 100 |
Annuity Rider Payment | OLI_FINACT_ANNRIDERPYMT | 252 |
Apply contract cash value to cover daily cost of insurance | OLI_FINACT_LPSEDAILY | 270 |
Apply contract cash value to purchase extended term insurance. | OLI_FINACT_CONVETI | 267 |
Apply contract cash value to purchase full paid up insurance. | OLI_FINACT_CONVFULLPDUP | 336 |
Apply contract cash value to purchase reduced paid up insurance. | OLI_FINACT_CONVRPU | 269 |
Apply the interest due to loan balance (advance) | OLI_FINACT_LOANINTCAPITARR | 306 |
Apply the interest due to loan balance (arrears) | OLI_FINACT_LOANINTCAPITADV | 307 |
Asset Allocation | OLI_FINACT_ASSALLOC | 17 |
Asset Allocation Reversal | OLI_FINACT_ASSALLOCREV | 117 |
Asset Rebalancing | OLI_FINACT_ASSREB | 18 |
Asset Rebalancing Reversal | OLI_FINACT_ASSREBREV | 118 |
Auto Loan Payment | OLI_FINACT_AUTOLN | 400 |
Auto Loan Payment Reversal | OLI_FINACT_AUTOLNREV | 401 |
Automatic Credit | OLI_FINACT_AUTOCREDIT | 408 |
Automatic Discounted Premium | OLI_FINACT_ADPPYMT | 250 |
Automatic Premium Depositor Fund | OLI_FINACT_APDFPYMT | 249 |
Automatic Premium Loan | OLI_FINACT_APL | 301 |
Backpayments | OLI_FINACT_BACKPAYMENT | 352 |
Bill Dividend Shortfall Amount | OLI_FINACT_BILLDIVSHORTFALL | 308 |
Buy | OLI_FINACT_BUY | 338 |
Calendar Year Expense Charge | OLI_FINACT_CHRGCALEXP | 322 |
Cancellation (Reinstatement) | OLI_FINACT_CANCEL | 19 |
Capital Gains Transfer | OLI_FINACT_CAPGAINTRANS | 332 |
Cash Value Bonus | OLI_LU_FINACT_CVBONUS | 275 |
Cash with Application | OLI_FINACT_CWA | 170 |
Cash with Application Refund | OLI_FINACT_CWAREFUND | 171 |
Charge Adjustment | OLI_FINACT_CHRGADJUST | 319 |
Charge Deduction | OLI_FINACT_CHRGDEDUCT | 321 |
Charges on Reserves | OLI_FINACT_RESERVECHARGE | 358 |
Claim Payment | OLI_FINACT_CLAIMPYMNT | 5 |
Complex Payment Scenario | OLI_FINACT_COMPLEXPAYMENT | 407 |
Consistency Option Amount | OLI_FINACT_CONSISTOPTAMT | 392 |
Conversion Surrender | OLI_FINACT_CONVRSURR | 283 |
Cost of Insurance Bonus | OLI_LU_FINACT_COIBONUS | 271 |
Cumulative Charges | OLI_FINACT_CUMULATIVECHRG | 320 |
CWA Reversal | OLI_FINACT_CWAREVERSAL | 172 |
DCA Transfer | OLI_FINACT_DCAXFER | 374 |
Death Claim Disbursement | OLI_FINACT_DTHCLM | 23 |
Death Claim Reversal | OLI_FINACT_DTHCLMREV | 123 |
Direct Transfer Qualified Funds | OLI_FINACT_TRANSIDIRQUAL | 223 |
Disbursement of maturity value | OLI_FINACT_MATURITY | 268 |
Discounted Premium Withdrawal | OLI_FINACT_DPFWITHDRAW | 290 |
Dividend - cash | OLI_FINACT_CASHDIVPAID | 241 |
Dividend deposit | OLI_FINACT_DIVOPTACCUM | 244 |
Dividend Payment (Policy) | OLI_FINACT_DIVPOL | 4 |
Dividend Transfer | OLI_FINACT_DIVTRANS | 331 |
Divorce Payment In | OLI_FINACT_PAYINDIVORCE | 379 |
Divorce Payment Out | OLI_FINACT_PAYOUTDIVORCE | 380 |
Dollar Cost Average | OLI_FINACT_DLRCOST | 22 |
Dollar Cost Average Reversal | OLI_FINACT_DLRCOSTREV | 122 |
Dump In / Additional Payment | OLI_FINACT_ADDTL | 230 |
Employee Contribution (optional) | OLI_FINACT_EMPLOYEEOPTCONTRIB | 375 |
Employee Deferred Compensation | OLI_PAYMENTSRC_EEDC | 236 |
Employee elective deferral/salary reduction | OLI_PAYMENTSRC_EEDSR | 235 |
Employee excess elective deferrals | OLI_PAYMENTSRC_EEEED | 239 |
Employee mandatory | OLI_PAYMENTSRC_EEMNDT | 234 |
Employee non-deductible mandatory | OLI_PAYMENTSRC_EENONDED | 237 |
Employee non-deductible voluntary | OLI_PAYMENTSRC_EEVOL | 233 |
Employer | OLI_PAYMENTSRC_ER | 231 |
Employer discretionary | OLI_PAYMENTSRC_ERDISC | 232 |
Employer matching | OLI_PAYMENTSRC_ERMTCH | 240 |
Enhanced Death Benefit | OLI_FINACT_ENHDTHBENE | 209 |
Enhanced Death Benefit Reversal | OLI_FINACT_ENHDTHBENEREV | 309 |
Excess Interest | OLI_FINACT_EXCESSINT | 410 |
Exchange Credit | OLI_FINACT_EXCHCRDT | 29 |
Exchange Credit Reversal | OLI_FINACT_EXCHCRDTREV | 129 |
Expense Bonus | OLI_LU_FINACT_EXPNSBONUS | 272 |
External transfer from one Trustee to another Trustee | OLI_FINACT_TRANSEXTTTETTE | 222 |
Extra Credit | OLI_FINACT_EXTCRDT | 95 |
Extra Credit Reversal | OLI_FINACT_EXTCRDTREV | 188 |
Fee Liquidation | OLI_FINACT_FEELIQ | 94 |
Fee Liquidation Reversal | OLI_FINACT_FEELIQREV | 187 |
First Year Load Bonus | OLI_LU_FINACT_FIRSTYRBONUS | 274 |
Fixed Bonus | OLI_FINACT_FIXBONUS | 98 |
Fixed Bonus Reversal | OLI_FINACT_FIXBONUSREV | 191 |
Free Look | OLI_FINACT_FREELK | 30 |
Free Look Premium Cancellation | OLI_FINACT_FREELKCANC | 32 |
Free Look Reversal | OLI_FINACT_FREELKREV | 182 |
Free Look Value Cancellation | OLI_FINACT_FREEVALUECANCL | 363 |
Full Surrender | OLI_FINACT_FULLSURR | 10 |
Fund Transfer | OLI_FINACT_FUNDTRANSFER | 103 |
Gross Loan | OLI_FINACT_GROSSLOAN | 3 |
Group Transfer | OLI_FINACT_GRPXFER | 365 |
Guaranteed Interest Bonus | OLI_LU_FINACT_GUARINTBONUS | 277 |
Index Term Renewal | OLI_FINACT_RENEWAL | 414 |
Individual (IRA) | OLI_PAYMENTSRC_IRA | 238 |
Initial Payment - 1035 Exchange | OLI_FINACT_1035INIT | 210 |
Initial payment - This is the first payment received | OLI_FINACT_PREMIUMINIT | 7 |
Initial Term Insurance Premium | OLI_FINACT_PREMIUMINITTERM | 8 |
Interest Credited on Death Claim | OLI_FINACT_INTDTHCLAIM | 312 |
Interest Expense | OLI_FINACT_INTRST | 385 |
Interest on Discounted Premiums | OLI_FINACT_DISCPREMINT | 263 |
Interest on Dividends on Deposit | OLI_FINACT_DIVINT | 262 |
Interest Only Withdrawal (Gross) | OLI_FINACT_INTGROSSWITH | 297 |
Interest Only Withdrawal (Net) | OLI_FINACT_INTNETWITH | 296 |
Interest on Premium Depositor Funds | OLI_FINACT_PDFINT | 264 |
Interest Posting | OLI_FINACT_INTPOST | 381 |
Interest Sweep | OLI_FINACT_INTSWEEP | 335 |
Internal Automatic Surrender - Lapse with Loan Value | OLI_FINACT_INTAUTOSURR | 286 |
Internal transfer from one trustee to another trustee | OLI_FINACT_TRANSINTTTETTE | 221 |
Investigation Expense | OLI_FINACT_INVTG | 386 |
Investment Commission | OLI_FINACT_INVESTCOMMISSION | 387 |
Jumbo Credit | OLI_FINACT_JUMBCREDIT | 366 |
Legal expenses | OLI_FINACT_LEGAL | 384 |
Loan Default | OLI_FINACT_LOANDEFAULT | 367 |
Loan Interest Payment | OLI_FINACT_LNINTPYMT | 254 |
Loan Payment | OLI_FINACT_LOANPYMNT | 2 |
Loan Payoff | OLI_FINACT_LNPAYOFF | 251 |
Loan Payoff -- Premium Reduction Dividends | OLI_FINACT_LNPYOFFBYDIV | 316 |
Loan Principal Reduction | OLI_FINACT_LNPRINCRED | 409 |
Market Value Adjustment | OLI_FINACT_MVA | 228 |
Maximum Withdrawal | OLI_FINACT_MAXALLOWED | 287 |
Max Loan | OLI_FINACT_MAXLOAN | 305 |
MEC Excess Premium Removal | OLI_FINACT_EXCESSPREMWD | 403 |
Minimum Distribution | OLI_FINACT_MINMIUMDIST | 102 |
Missed Premium Payment | OLI_FINACT_MISSEDPREM | 402 |
Money In | OLI_FINACT_MONEYIN | 361 |
Money Out | OLI_FINACT_MONEYOUT | 362 |
Negative Risk Premiums | OLI_FINACT_NEGRISKPREMIUMS | 355 |
Net Loan | OLI_FINACT_LOANTAKEN | 300 |
Non-Guaranteed Interest Bonus | OLI_LU_FINACT_NONGUARINTBONUS | 276 |
Non-Preferred Standard Loan | OLI_FINACT_NONPREF | 404 |
One Year Term Additions Partial Surrender | OLI_FINACT_OYTPARTSURR | 293 |
Other | OLI_OTHER | 2147483647 |
Over Contribution Withdrawal | OLI_FINACT_OVERCONTWITHD | 368 |
Paid-up Additions - Full Surrender | OLI_FINACT_PUAFULLSURR | 288 |
Paid-up Additions Partial Surrender | OLI_FINACT_PUAPARTSURR | 292 |
PAL Tax | OLI_FINACT_PAL | 357 |
Partial Annuitization | OLI_FINACT_PARTIALANNUIT | 369 |
Partial Surrender | OLI_FINACT_PARTSURR | 11 |
Partial Switch | OLI_FINACT_PARTSWITCH | 340 |
Pay loan from dividends | OLI_FINACT_DIVREDLOAN | 246 |
Payment Overage Write-off | OLI_FINACT_PYMNTOVERAGE | 315 |
Payment Shortage Write-off | OLI_FINACT_PYMNTSHORTAGE | 317 |
Payout of Accumulated Interest | OLI_FINACT_INTPAY | 328 |
Pay premium due on death claim | OLI_FINACT_PREMREFDEATH | 284 |
Pay premium from dividend | OLI_FINACT_DIVREDPREM | 243 |
Percentage of Value Withdrawal | OLI_FINACT_PCTVALWITH | 333 |
Performance Lock | OLI_FINACT_PERFLOCK | 413 |
Preferred Loan | OLI_FINACT_PREF | 299 |
Preferred Withdrawal | OLI_FINACT_PREFERREDWITH | 343 |
Premium Bonus | OLI_FINACT_PREMBONUS | 390 |
Premium Charges | OLI_FINACT_PREMIUMCHARGE | 359 |
Premium Deposit Fund Addition | OLI_FINACT_PDFADD | 310 |
Premium Deposit Fund Adjustment | OLI_FINACT_PDFADJUST | 311 |
Premium Depositor Fund Withdrawal | OLI_FINACT_PDFWITHDRAW | 291 |
Premium Payment | OLI_FINACT_PREMIUM | 1 |
Premium Qualification Credit | OLI_FINACT_PREMQUALCREDIT | 391 |
Prepaid Loan Interest | OLI_FINACT_PREPAIDLOANINT | 226 |
Private Contributions | OLI_FINACT_PRIVATECONTRIBUTION | 376 |
Pro Rata Interest | OLI_FINACT_PRORATAINT | 411 |
Purchase paid up additions, where source of funds is dividends. | OLI_FINACT_DIVPUA | 242 |
Purchase PUA's, source of funds is not dividends | OLI_FINACT_NONDIVPUA | 393 |
Purchase term dividend option | OLI_FINACT_DIVOPTOYT | 245 |
PVT 05 | OLI_FINACT_PVT247 | 247 |
PVT 05 | OLI_FINACT_PVT253 | 253 |
PVT 05 | OLI_FINACT_PVT255 | 255 |
PVT 05 | OLI_FINACT_PVT259 | 259 |
PVT 05 | OLI_FINACT_PVT260 | 260 |
PVT 05 | OLI_FINACT_PVT265 | 265 |
PVT 05 | OLI_FINACT_PVT266 | 266 |
PVT 05 | OLI_FINACT_PVT282 | 282 |
PVT 05 | OLI_FINACT_PVT285 | 285 |
PVT 05 | OLI_FINACT_PVT304 | 304 |
PVT 05 | OLI_FINACT_PVT314 | 314 |
PVT 05 | OLI_FINACT_PVT318 | 318 |
PVT 05 | OLI_FINACT_PVT324 | 324 |
Recurring Modal Maturity Payment | OLI_FINACT_RECURRINGPAY | 329 |
Recurring Modal Plan Contribution or Deposit | OLI_FINACT_RECURRINGDEP | 326 |
Reduced Paid Up Refund Excess | OLI_FINACT_REFUNDPUEXCESS | 258 |
Refund based on Cost of Insurance and Expenses Bonus | OLI_LU_FINACT_COIEXPBONUS | 273 |
Refund of Cash Value | OLI_FINACT_REFUNDCV | 256 |
Refund of Premium - cash surrender | OLI_FINACT_REFUNDPRMSURR | 406 |
Refund of Premium - face amount decrease | OLI_FINACT_REFUNDPRM | 257 |
Reinstatement Interest | OLI_FINACT_REININT | 313 |
Reinstatement Premium | OLI_FINACT_REINPYMT | 248 |
Required Minimum Distribution Withdrawal | OLI_FINACT_REQMINWITH | 298 |
Returned Item Suspense In | OLI_LU_FINACT_RTNDITEMIN | 280 |
Returned Item Suspense Out | OLI_LU_FINACT_RTNDITEMOUT | 281 |
Risk Premiums | OLI_FINACT_RISKPREMIUMS | 350 |
Rollover from an external source | OLI_FINACT_ROLLOVEREXT | 192 |
Rollover from an external source that is a 1035 exchange into a single premium | OLI_FINACT_ROLLOVEREXT1035S | 197 |
Rollover from an external source that is into a Roth IRA | OLI_FINACT_ROLLOVEREXTR | 195 |
Rollover from an external source that is tax qualified | OLI_FINACT_ROLLOVEREXTQ | 194 |
Rollover from an internal source | OLI_FINACT_ROLLOVERINT | 193 |
Rollover from an internal source into a Roth IRA. | OLI_FINACT_ROLLOVERINTR | 198 |
Sell | OLI_FINACT_SELL | 342 |
Sell All | OLI_FINACT_SELLALL | 337 |
Short Sell | OLI_FINACT_SHORTSELL | 341 |
Single and Top Up Premiums | OLI_FINACT_SINGLE | 351 |
Single Investment Maturity Payment | OLI_FINACT_SINGLEMATPAY | 327 |
Single Premium Charges | OLI_FINACT_SINGLEPREMIUMCHARGES | 377 |
Specified Dollar Amount Withdrawal (Gross) | OLI_FINACT_SPECAMTGROSSWITH | 294 |
Specified Dollar Amount Withdrawal (Net) | OLI_FINACT_SPECAMTNETWITH | 6 |
Substantially Equal Payments | OLI_FINACT_SUBSTEQUAL | 330 |
Surrender Charge | OLI_FINACT_SURRCHARGE | 323 |
Surrender-Free Amount Withdrawal | OLI_FINACT_SURRFREEWITH | 295 |
Switch | OLI_FINACT_SWITCH | 339 |
Systematic Payout i.e. Systematic Withdrawal | OLI_FINACT_PAYOUTSYSTEMATIC | 101 |
Tax on Events | OLI_FINACT_EVENTCHARGE | 344 |
Tax on Surrenders | OLI_FINACT_SURRENDERTAX | 360 |
Threshold Transfer | OLI_FINACT_THRESHTRANSFER | 334 |
Trade Charges | OLI_FINACT_TRADECHARGE | 348 |
Transfer In | OLI_FINACT_TRANSIN | 220 |
TSA Home Loan | OLI_FINACT_HOME | 302 |
TSA Loan Repayment Surrender | OLI_FINACT_TSALOAN | 289 |
TSA Non-Home Loan | OLI_FINACT_NONHOME | 303 |
Unapplied Cash In | OLI_LU_FINACT_UNAPPLDCASHIN | 278 |
Unapplied Cash Out | OLI_LU_FINACT_UNAPPLDCASHOUT | 279 |
Unearned Dividend Option Premium Payment | OLI_FINACT_UNEARNEDDIVOPTPREM | 227 |
Unearned Premium Payment | OLI_FINACT_UNEARNEDPREM | 225 |
Unknown | OLI_UNKNOWN | 0 |
Waiver of Premium | OLI_FINACT_WOP | 378 |
Withdrawal of dividends on deposit | OLI_FINACT_DIVWTHDRWL | 261 |