Product Profile (PPfA) Support for Beneficiary Equal Shares

AFFIRM now supports reading  2.37 PPfA modeling to enable contingent beneficiary/beneficiary equal share feature.

PPfA Modelling

• Model using AllowedRelationship/BenePayoutTypeAllowed for beneficiary/contingent beneficiary RelatedRoles

<AllowedRelationship>
<OriginatingRole tc=”35″>Annuitant</OriginatingRole>
<RelatedRole tc=”34″>Beneficiary</RelatedRole>
<RelationshipCC>
<Relationship tc=”1″>Spouse</Relationship>
<Relationship tc=”2″>Child</Relationship>
<Relationship tc=”3″>Parent</Relationship>
<Relationship tc=”4″>Sibling</Relationship>
<Relationship tc=”6″>Employee</Relationship>
<Relationship tc=”14″>Friend</Relationship>
<Relationship tc=”15″>Domestic Partner</Relationship>
<Relationship tc=”27″>Legal Guardian</Relationship>
<Relationship tc=”40″>Dependent</Relationship>
<Relationship tc=”92″>Grandparent</Relationship>
<Relationship tc=”93″>Grandchild</Relationship>
<Relationship tc=”111″>Fiancee</Relationship>
<Relationship tc=”135″>Foster Parent</Relationship>
<Relationship tc=”2147483647″>Other</Relationship>
</RelationshipCC>
<MinNumRelatedRolePlayers>1</MinNumRelatedRolePlayers>
<MaxNumRelatedRolePlayers>99</MaxNumRelatedRolePlayers>
<MinAgeRelatedRolePlayer>0</MinAgeRelatedRolePlayer>
<MaxAgeRelatedRolePlayer>85</MaxAgeRelatedRolePlayer>
<AnyRelatedRolePlayerAgeInd tc=”0″>False</AnyRelatedRolePlayerAgeInd>
<BenePayoutTypeAllowed>
<DistributionOption tc=”1″>Equal</DistributionOption>
</BenePayoutTypeAllowed>
</AllowedRelationship>

<AllowedRelationship>
<OriginatingRole tc=”35″>Annuitant</OriginatingRole>
<RelatedRole tc=”36″>Contingent Beneficiary</RelatedRole>
<RelationshipCC>
<Relationship tc=”1″>Spouse</Relationship>
<Relationship tc=”2″>Child</Relationship>
<Relationship tc=”3″>Parent</Relationship>
<Relationship tc=”4″>Sibling</Relationship>
<Relationship tc=”6″>Employee</Relationship>
<Relationship tc=”14″>Friend</Relationship>
<Relationship tc=”15″>Domestic Partner</Relationship>
<Relationship tc=”27″>Legal Guardian</Relationship>
<Relationship tc=”40″>Dependent</Relationship>
<Relationship tc=”92″>Grandparent</Relationship>
<Relationship tc=”93″>Grandchild</Relationship>
<Relationship tc=”111″>Fiancee</Relationship>
<Relationship tc=”135″>Foster Parent</Relationship>
<Relationship tc=”2147483647″>Other</Relationship>
</RelationshipCC>
<MinNumRelatedRolePlayers>1</MinNumRelatedRolePlayers>
<MaxNumRelatedRolePlayers>99</MaxNumRelatedRolePlayers>
<MinAgeRelatedRolePlayer>0</MinAgeRelatedRolePlayer>
<MaxAgeRelatedRolePlayer>85</MaxAgeRelatedRolePlayer>
<AnyRelatedRolePlayerAgeInd tc=”0″>False</AnyRelatedRolePlayerAgeInd>
<BenePayoutTypeAllowed>
<DistributionOption tc=”1″>Equal</DistributionOption>
</BenePayoutTypeAllowed>
</AllowedRelationship>