{"info":{"_postman_id":"33d79d8d-fa9c-4363-a961-b1f7a866cbd8","name":"Vigil Developer API","description":"

Vigil provides a comprehensive platform for insurance carriers and distributors to streamline both post-issue and order-entry processes.

\n

Our API can be used to:

\n\n

We're frequently adding new features and iteratively exposing them to the public-facing API.

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Get all forms, or get forms by carrier and/or type with optional 'carrier' and 'type' query params.

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The carrier apiName to filter by

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The form type apiName to filter by

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Get a single form by its UUID. Include form fields and/or sections in the response with optional query params.

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Set value to 'true' to include form fields in the response

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Set value to 'true' to include form sections in the response

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The form UUID

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Owner must complete and submit appropriate Taxpayer Identification Number and Certification OR W‐8 (Foreign Individual or Entity) with request. See below for information on which form to complete


REQUEST FOR TAXPAYER IDENTIFICATION NUMBER AND CERTIFICATION – OWNER IS:


•   An individual who is a U.S. Citizen or U.S. resident alien

•   A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States

•   An estate (other than a foreign estate), or

•   A domestic trust (as defined in Regulations section 301.7701‐7)


Other Important Information For U.S. Citizens – If you are a U.S. Citizen and reside outside of the United States, you may not elect out of Federal Withholding. We are required to withhold at least 10% federal withholding on the taxable income of any distribution.


W‐8BEN Certificate of Foreign Status of Beneficial Owner for US Tax Withholding and Reporting – owner is:


An individual that is not a U.S. citizen or U.S. resident alien and is not required to complete W‐8BEN‐E (for an entity); W‐8ECI, 8233, or W‐8IMY


The Taxpayer Identification Number and Certification has been included with this form request. Taxpayer Identification Number and Certification form and W‐8BEN are also available on our forms site at www.myaccount.protective.com. 


For any other applicable forms go to www.irs.gov.  Consult your tax professional if neither of these situations pertain to you. 

\",\n \"footer\": null,\n \"apiName\": null,\n \"order\": 1,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": []\n },\n {\n \"uuid\": \"fdc6ae4d-e77b-49f8-817c-b617c6032f4b\",\n \"label\": \"Owner Information\",\n \"description\": null,\n \"footer\": null,\n \"apiName\": null,\n \"order\": 2,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"66c56a93-cf24-466d-8aa2-0a5330b8a884\",\n \"label\": \"Owner's Name\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"owner-information_name\",\n \"custom\": false,\n \"apiName\": \"owner-information_name\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"a2bba7c4-59f4-4854-b214-ba51a9a706a6\",\n \"type\": \"Required\",\n \"rule\": \"\",\n \"errorMessage\": \"This field is required \",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"d1fa9cf8-37dc-4c10-b13a-bb324523cbf8\",\n \"label\": \"Contract Number\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"owner-information_contract-number\",\n \"custom\": false,\n \"apiName\": \"owner-information_contract-number\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"18ded1d5-e4cc-4672-9bcd-c11d9b873b01\",\n \"type\": \"Required\",\n \"rule\": \"\",\n \"errorMessage\": \"This field is required \",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\",\n \"description\": null,\n \"footer\": \"

If we do not hear back from you we assume that you are satisfying RMD requirements elsewhere

\",\n \"apiName\": null,\n \"order\": 3,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"0ab59f3d-0032-4f12-8ce0-477e43043234\",\n \"label\": \"Choose one\",\n \"showGroupLabel\": true,\n \"acrofieldlabel\": \"withdrawal-request--group\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"35f9029e-325c-44ee-b122-d0d17b45891b\",\n \"label\": \"Please send to me now only the amount to satisfy my Required Minimum Distribution (RMD)\",\n \"apiName\": \"withdrawal-request_send-rmd\",\n \"description\": null,\n \"acrofieldlabel\": \"withdrawal-request_send-RMD\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"apiName\": \"withdrawal-request_additional-amount\",\n \"description\": null,\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [\n {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"apiName\": \"withdrawal-request_additional-amount__specify\",\n \"description\": \"

RMD amount plus additional amount.


Any amount taken in addition to the RMD amount may be subject to a surrender charge.

\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"formField\": {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"381a5e00-2ad8-47ac-9af5-e3786899e3c6\",\n \"type\": \"Currency\",\n \"rule\": \"\",\n \"errorMessage\": \"\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": []\n }\n ]\n }\n ],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"6947e848-998e-425e-9885-f506f7425425\",\n \"label\": \"For one-time RMD please make check payable to\",\n \"showGroupLabel\": true,\n \"acrofieldlabel\": \"withdrawal-request_one-time--group\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_one-time--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"157979c6-c01a-4975-ac66-2b89e7cb5944\",\n \"label\": \"Owner\",\n \"apiName\": \"withdrawal-request_one-time__owner\",\n \"description\": \"use address of record\\n\",\n \"acrofieldlabel\": \"withdrawal-request_one-time__owner\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"1ff0b986-13ca-4553-9c90-05a947fc2c95\",\n \"label\": \"Electronic Funds Transfer (EFT)\",\n \"apiName\": \"withdrawal-request_one-time__eft\",\n \"description\": \"enclose a copy of a voided check\",\n \"acrofieldlabel\": \"withdrawal-request_one-time__EFT\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\",\n \"description\": \"

Use this section to request RMDs to be calculated and distributed automatically each year. Check the appropriate box and enter the month and day you want RMDs to be distributed each year. Be sure to read the instructions.

\",\n \"footer\": null,\n \"apiName\": null,\n \"order\": 4,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"1a3c8fd3-b040-4952-ac58-d077c6120988\",\n \"label\": \"Automatic Withdrawal Questions\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal--group\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"d7787808-35f0-44c2-a259-21dc5af61a42\",\n \"label\": \"Benefit Election Date has been set on my contract (Protective Income Manager / PIM rider is automatically set at contract issue). Please automatically distribute the RMD form my contract each year. I understand that the RMD will be processed each year on December 20th or if this date falls on a weekend or holiday, the next business day\",\n \"apiName\": \"automatic-withdrawal_december\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_december\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"apiName\": \"automatic-withdrawal_specific-date\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"3a6c5c04-0adb-4bdb-962b-eae5823aa64c\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"73583b3b-877f-459d-9efe-7b824ce85e23\",\n \"label\": \"Day\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__day\"\n },\n \"dependentSection\": null\n },\n {\n \"uuid\": \"b34edd46-ad57-429e-99e6-4effd6eac983\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"40ca5441-da5e-41fa-b287-425e50faf522\",\n \"label\": \"Month\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__month\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [\n {\n \"uuid\": \"40ca5441-da5e-41fa-b287-425e50faf522\",\n \"label\": \"Month\",\n \"apiName\": \"automatic-withdrawal_specific-date__month\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__month\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"b34edd46-ad57-429e-99e6-4effd6eac983\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"73583b3b-877f-459d-9efe-7b824ce85e23\",\n \"label\": \"Day\",\n \"apiName\": \"automatic-withdrawal_specific-date__day\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__day\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"3a6c5c04-0adb-4bdb-962b-eae5823aa64c\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ]\n }\n ],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"e584930d-7d14-4da6-9d4f-58b0b4ef77c2\",\n \"label\": \"Complete the Federal Tax Withholding form to give us your withholding instructions. \",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_withholding--custom\",\n \"custom\": true,\n \"apiName\": \"automatic-withdrawal_withholding--custom\",\n \"description\": \"\",\n \"dependencies\": [],\n \"type\": \"Group\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"ac7c1311-1b6b-48b4-920c-f1c7f00b35b3\",\n \"label\": \"If, when we receive this form, the month and day chosen have already passed for this tax year, you will need to give us instructions for the RMD for this tax year in PART 1 above. Otherwise we will assume you have already fulfilled the current tax year’s RMD for this contract and the auto RMD will begin next tax year.\",\n \"apiName\": \"automatic-withdrawal_already-passed--custom\",\n \"description\": \"\",\n \"acrofieldlabel\": \"automatic-withdrawal_already-passed--custom\",\n \"custom\": true,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"Group\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"78ea5356-084e-4c14-9bba-5fb8569f13b3\",\n \"label\": \"If, when we receive this form, the month and day chosen have not passed for this tax year, we will set the auto RMDs to begin with the current tax year unless you instruct us differently below\",\n \"apiName\": \"automatic-withdrawal_instruction--group\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction--group\",\n \"custom\": false,\n \"showGroupLabel\": true,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"97d75151-d0c3-4121-ae82-b572c448efb4\",\n \"label\": \"Begin auto RMDs next year. I have already satisfied the RMD for this tax year.\",\n \"apiName\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"38065e89-5938-4476-8446-610b7382a666\",\n \"label\": \"Begin auto RMDs next year. Send amount to satisfy the RMD for this tax year immediately.\",\n \"apiName\": \"automatic-withdrawal_instruction__send-amount\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction__send-amount\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ]\n },\n {\n \"uuid\": \"1d538e23-b82f-41c5-8535-3fa5f5c86ca1\",\n \"label\": \"If the current tax year is the first year you are required to take an RMD and you plan to delay taking the first required distribution until AFTER December 31st, you will need to make arrangements for a one time RMD withdrawal between January 1st and April 1st to satisfy the first year RMD. Auto RMDs only satisfy the current tax year’s required distribution.\",\n \"apiName\": \"automatic-withdrawal_required-RMD--custom\",\n \"description\": \"\",\n \"acrofieldlabel\": \"automatic-withdrawal_required-RMD--custom\",\n \"custom\": true,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"Group\",\n \"order\": 3,\n \"rules\": [],\n \"children\": []\n }\n ],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"76027c7d-bcf3-490c-b049-3465893d9639\",\n \"label\": \"Mailing or Electronic Funds Instructions\",\n \"description\": null,\n \"footer\": \"

Important notes for participants electing the Automated Required Distribution program:


  • If your variable contract has a living benefit rider and benefit election date has been set, automatic RMDs are only allowed on December 20th. Once the auto RMD is processed, the remaining annual withdrawal amount will be reduced and your systematic withdrawal will be adjusted. If there is no annual withdrawal amount remaining, your systematic withdrawal will be rescheduled for the next payment date after your contract anniversary date.


  • For variable contracts, auto RMDs will be withdrawn pro-rata from investment allocations.


  • Remember, auto RMDs only satisfy the current tax year’s required distribution. See c. above


  • If you are delaying the first required distribution.


  • RMDs must be sent to your address of record or by electronic funds to your primary checking account


  • Any distribution made in a year that a Required Minimum Distribution (RMD) applies is deemed an RMD is satisfied. On the day the RMD is scheduled to be withdrawn, only the amount needed to fulfill the RMD requirement will be withdrawn and sent.
\",\n \"apiName\": null,\n \"order\": 5,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"49aec008-db75-41cb-902a-4734b1eeeaa5\",\n \"label\": \"Mailing or Electronic Funds Instructions\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions--group\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"b944e4e3-ebdc-4f3d-9cbf-049c5e9bd78a\",\n \"label\": \"I wish to have a check mailed to the address of record\",\n \"apiName\": \"mailing-electronic-instructions_mail-check\",\n \"description\": null,\n \"acrofieldlabel\": \"mailing-electronic-instructions_mail-check\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"6e2ba654-325a-4be2-8bc0-3a286ee7517f\",\n \"label\": \"I wish to have my funds sent electronically to my bank (EFT)\",\n \"apiName\": \"mailing-electronic-instructions_eft\",\n \"description\": \"

Please attach a voided check

\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_EFT\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"623d8096-34dc-4df4-868f-ed55ab4418b8\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"f552a657-138c-47f1-9d24-5b004eb51c59\",\n \"label\": \"Routing Number\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_routing-number\"\n },\n \"dependentSection\": null\n },\n {\n \"uuid\": \"824e8052-cd9c-4837-92b7-cbafdc013464\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"1da0ac93-ffbd-4970-ba09-132e7ddde8f1\",\n \"label\": \"Account Number\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_account-number\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": []\n }\n ],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"f552a657-138c-47f1-9d24-5b004eb51c59\",\n \"label\": \"Routing Number\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions_routing-number\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions_routing-number\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"623d8096-34dc-4df4-868f-ed55ab4418b8\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"6e2ba654-325a-4be2-8bc0-3a286ee7517f\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to have my funds sent electronically to my bank (EFT)\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_EFT\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"1da0ac93-ffbd-4970-ba09-132e7ddde8f1\",\n \"label\": \"Account Number\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions_account-number\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions_account-number\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"824e8052-cd9c-4837-92b7-cbafdc013464\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"6e2ba654-325a-4be2-8bc0-3a286ee7517f\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to have my funds sent electronically to my bank (EFT)\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_EFT\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 3,\n \"rules\": [],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"db78c7dc-6430-4764-b2f7-de1c958db179\",\n \"label\": \"Spousal Beneficiary\",\n \"description\": \"

Optional


If your spouse is your SOLE beneficiary and is more than 10 years younger than you, you may (but are not required to) have your RMD calculated using the Joint Life Expectancy table instead of using the Uniform Lifetime table. This may result in a lower payment and will be different than the amount stated in your letter. We encourage you to consult your tax advisor for information and guidance.

\",\n \"footer\": null,\n \"apiName\": null,\n \"order\": 6,\n \"type\": \"Group\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"0fc63971-a612-4f3f-b1bd-e57bdee93dd0\",\n \"label\": \"I elect the Joint Life Expectancy table\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"spousal-beneficiary_elect\",\n \"custom\": false,\n \"apiName\": \"spousal-beneficiary_elect\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"Checkbox\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"8b701e40-b726-4be4-b9ad-fe229a6a5560\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter spouse's date of birth\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"57c581ad-c946-4d5d-98f9-eb84ae403645\",\n \"label\": \"Spouse Beneficiary's Date of Birth\",\n \"acrofieldlabel\": \"spousal-beneficiary_DOB\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"57c581ad-c946-4d5d-98f9-eb84ae403645\",\n \"label\": \"Spouse Beneficiary's Date of Birth\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"spousal-beneficiary_DOB\",\n \"custom\": false,\n \"apiName\": \"spousal-beneficiary_dob\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"8b701e40-b726-4be4-b9ad-fe229a6a5560\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter spouse's date of birth\",\n \"formField\": {\n \"uuid\": \"0fc63971-a612-4f3f-b1bd-e57bdee93dd0\",\n \"type\": \"Checkbox\",\n \"label\": \"I elect the Joint Life Expectancy table\",\n \"acrofieldlabel\": \"spousal-beneficiary_elect\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"0de09b07-4028-4f52-a503-cb8190bd975f\",\n \"type\": \"Date\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter date in MM/DD/YYYY format\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"554c887b-04f7-444b-8d65-046325371ef2\",\n \"label\": \"Notary\",\n \"description\": \"

For your protection, Protective Life requires a Notary Signature for ALL first time electronic fund transfers (EFTs), new bank accounts, changes to your bank account on file, payments to a different address than on file or third party payees. If your request does not include a notarization, we will process your request as a check to the address of record.

\",\n \"footer\": null,\n \"apiName\": null,\n \"order\": 7,\n \"type\": \"Signature\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"25d484d1-d360-46f4-b7c9-ea74085b24cf\",\n \"label\": \"Date\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"notary_date\",\n \"custom\": false,\n \"apiName\": \"notary_date\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"d8e2e44c-ad87-4e3e-ab58-663c1db318c9\",\n \"type\": \"Date\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter date in MM/DD/YYYY format\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"07b8414e-d912-4caf-9a3e-646000b4a965\",\n \"label\": \"Title\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"notary_title\",\n \"custom\": false,\n \"apiName\": \"notary_title\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 3,\n \"rules\": [],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n },\n {\n \"uuid\": \"63df7cf3-37d8-4a5b-8559-5456379b01a4\",\n \"label\": \"Signature\",\n \"description\": null,\n \"footer\": null,\n \"apiName\": null,\n \"order\": 8,\n \"type\": \"Signature\",\n \"dependencies\": [],\n \"children\": [],\n \"fields\": [\n {\n \"uuid\": \"8f3be778-04aa-49c3-9e0f-79f2a27cec3e\",\n \"label\": \"Date\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"sign-date_date\",\n \"custom\": false,\n \"apiName\": \"sign-date_date\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"e695d76c-7a6a-4460-b256-143f61b8f80a\",\n \"type\": \"Date\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter date in MM/DD/YYYY format\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n },\n {\n \"uuid\": \"f63b4604-7949-46cb-b7cd-35e0533796ad\",\n \"label\": \"I wish to have my RMD sent express mail and understadn the express charge will be taken from the net check amount\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"sign-date_express-mail-request\",\n \"custom\": false,\n \"apiName\": \"sign-date_express-mail-request\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"Checkbox\",\n \"order\": 3,\n \"rules\": [],\n \"children\": [],\n \"x\": null,\n \"y\": null,\n \"page\": null\n }\n ]\n }\n ],\n \"fields\": [\n {\n \"uuid\": \"0fc63971-a612-4f3f-b1bd-e57bdee93dd0\",\n \"label\": \"I elect the Joint Life Expectancy table\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"spousal-beneficiary_elect\",\n \"custom\": false,\n \"apiName\": \"spousal-beneficiary_elect\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"Checkbox\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"8b701e40-b726-4be4-b9ad-fe229a6a5560\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter spouse's date of birth\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"57c581ad-c946-4d5d-98f9-eb84ae403645\",\n \"label\": \"Spouse Beneficiary's Date of Birth\",\n \"acrofieldlabel\": \"spousal-beneficiary_DOB\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"db78c7dc-6430-4764-b2f7-de1c958db179\",\n \"label\": \"Spousal Beneficiary\"\n }\n },\n {\n \"uuid\": \"0ab59f3d-0032-4f12-8ce0-477e43043234\",\n \"label\": \"Choose one\",\n \"showGroupLabel\": true,\n \"acrofieldlabel\": \"withdrawal-request--group\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"35f9029e-325c-44ee-b122-d0d17b45891b\",\n \"label\": \"Please send to me now only the amount to satisfy my Required Minimum Distribution (RMD)\",\n \"apiName\": \"withdrawal-request_send-rmd\",\n \"description\": null,\n \"acrofieldlabel\": \"withdrawal-request_send-RMD\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"apiName\": \"withdrawal-request_additional-amount\",\n \"description\": null,\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [\n {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"apiName\": \"withdrawal-request_additional-amount__specify\",\n \"description\": \"

RMD amount plus additional amount.


Any amount taken in addition to the RMD amount may be subject to a surrender charge.

\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"formField\": {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"381a5e00-2ad8-47ac-9af5-e3786899e3c6\",\n \"type\": \"Currency\",\n \"rule\": \"\",\n \"errorMessage\": \"\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": []\n }\n ]\n }\n ],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"1a3c8fd3-b040-4952-ac58-d077c6120988\",\n \"label\": \"Automatic Withdrawal Questions\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal--group\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"d7787808-35f0-44c2-a259-21dc5af61a42\",\n \"label\": \"Benefit Election Date has been set on my contract (Protective Income Manager / PIM rider is automatically set at contract issue). Please automatically distribute the RMD form my contract each year. I understand that the RMD will be processed each year on December 20th or if this date falls on a weekend or holiday, the next business day\",\n \"apiName\": \"automatic-withdrawal_december\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_december\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"apiName\": \"automatic-withdrawal_specific-date\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"3a6c5c04-0adb-4bdb-962b-eae5823aa64c\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"73583b3b-877f-459d-9efe-7b824ce85e23\",\n \"label\": \"Day\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__day\"\n },\n \"dependentSection\": null\n },\n {\n \"uuid\": \"b34edd46-ad57-429e-99e6-4effd6eac983\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"40ca5441-da5e-41fa-b287-425e50faf522\",\n \"label\": \"Month\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__month\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [\n {\n \"uuid\": \"40ca5441-da5e-41fa-b287-425e50faf522\",\n \"label\": \"Month\",\n \"apiName\": \"automatic-withdrawal_specific-date__month\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__month\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"b34edd46-ad57-429e-99e6-4effd6eac983\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"73583b3b-877f-459d-9efe-7b824ce85e23\",\n \"label\": \"Day\",\n \"apiName\": \"automatic-withdrawal_specific-date__day\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__day\",\n \"showGroupLabel\": false,\n \"custom\": false,\n \"dependencies\": [\n {\n \"uuid\": \"3a6c5c04-0adb-4bdb-962b-eae5823aa64c\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ]\n }\n ],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"49aec008-db75-41cb-902a-4734b1eeeaa5\",\n \"label\": \"Mailing or Electronic Funds Instructions\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions--group\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"b944e4e3-ebdc-4f3d-9cbf-049c5e9bd78a\",\n \"label\": \"I wish to have a check mailed to the address of record\",\n \"apiName\": \"mailing-electronic-instructions_mail-check\",\n \"description\": null,\n \"acrofieldlabel\": \"mailing-electronic-instructions_mail-check\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"6e2ba654-325a-4be2-8bc0-3a286ee7517f\",\n \"label\": \"I wish to have my funds sent electronically to my bank (EFT)\",\n \"apiName\": \"mailing-electronic-instructions_eft\",\n \"description\": \"

Please attach a voided check

\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_EFT\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"623d8096-34dc-4df4-868f-ed55ab4418b8\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"f552a657-138c-47f1-9d24-5b004eb51c59\",\n \"label\": \"Routing Number\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_routing-number\"\n },\n \"dependentSection\": null\n },\n {\n \"uuid\": \"824e8052-cd9c-4837-92b7-cbafdc013464\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"1da0ac93-ffbd-4970-ba09-132e7ddde8f1\",\n \"label\": \"Account Number\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_account-number\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": []\n }\n ],\n \"section\": {\n \"uuid\": \"76027c7d-bcf3-490c-b049-3465893d9639\",\n \"label\": \"Mailing or Electronic Funds Instructions\"\n }\n },\n {\n \"uuid\": \"66c56a93-cf24-466d-8aa2-0a5330b8a884\",\n \"label\": \"Owner's Name\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"owner-information_name\",\n \"custom\": false,\n \"apiName\": \"owner-information_name\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"a2bba7c4-59f4-4854-b214-ba51a9a706a6\",\n \"type\": \"Required\",\n \"rule\": \"\",\n \"errorMessage\": \"This field is required \",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"fdc6ae4d-e77b-49f8-817c-b617c6032f4b\",\n \"label\": \"Owner Information\"\n }\n },\n {\n \"uuid\": \"d6763450-28ec-4af6-be57-def1c0a23a26\",\n \"label\": \"Owner's Signature\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"sign-date_owner-signature\",\n \"custom\": false,\n \"apiName\": \"sign-date_owner-signature\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"Signature\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"63df7cf3-37d8-4a5b-8559-5456379b01a4\",\n \"label\": \"Signature\"\n }\n },\n {\n \"uuid\": \"40ca5441-da5e-41fa-b287-425e50faf522\",\n \"label\": \"Month\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__month\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal_specific-date__month\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"b34edd46-ad57-429e-99e6-4effd6eac983\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_additional-amount__specify\",\n \"description\": \"

RMD amount plus additional amount.


Any amount taken in addition to the RMD amount may be subject to a surrender charge.

\",\n \"dependencies\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"formField\": {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"381a5e00-2ad8-47ac-9af5-e3786899e3c6\",\n \"type\": \"Currency\",\n \"rule\": \"\",\n \"errorMessage\": \"\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"157979c6-c01a-4975-ac66-2b89e7cb5944\",\n \"label\": \"Owner\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"withdrawal-request_one-time__owner\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_one-time__owner\",\n \"description\": \"use address of record\\n\",\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"35f9029e-325c-44ee-b122-d0d17b45891b\",\n \"label\": \"Please send to me now only the amount to satisfy my Required Minimum Distribution (RMD)\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"withdrawal-request_send-RMD\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_send-rmd\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"d7787808-35f0-44c2-a259-21dc5af61a42\",\n \"label\": \"Benefit Election Date has been set on my contract (Protective Income Manager / PIM rider is automatically set at contract issue). Please automatically distribute the RMD form my contract each year. I understand that the RMD will be processed each year on December 20th or if this date falls on a weekend or holiday, the next business day\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_december\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal_december\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"b944e4e3-ebdc-4f3d-9cbf-049c5e9bd78a\",\n \"label\": \"I wish to have a check mailed to the address of record\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions_mail-check\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions_mail-check\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"76027c7d-bcf3-490c-b049-3465893d9639\",\n \"label\": \"Mailing or Electronic Funds Instructions\"\n }\n },\n {\n \"uuid\": \"97d75151-d0c3-4121-ae82-b572c448efb4\",\n \"label\": \"Begin auto RMDs next year. I have already satisfied the RMD for this tax year.\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"adbd79b8-3ac9-4315-b254-af416c6090c4\",\n \"label\": \"Notary Public Signature\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"notary_signature\",\n \"custom\": false,\n \"apiName\": \"notary_signature\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"Signature\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"554c887b-04f7-444b-8d65-046325371ef2\",\n \"label\": \"Notary\"\n }\n },\n {\n \"uuid\": \"ac7c1311-1b6b-48b4-920c-f1c7f00b35b3\",\n \"label\": \"If, when we receive this form, the month and day chosen have already passed for this tax year, you will need to give us instructions for the RMD for this tax year in PART 1 above. Otherwise we will assume you have already fulfilled the current tax year’s RMD for this contract and the auto RMD will begin next tax year.\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_already-passed--custom\",\n \"custom\": true,\n \"apiName\": \"automatic-withdrawal_already-passed--custom\",\n \"description\": \"\",\n \"dependencies\": [],\n \"type\": \"Group\",\n \"order\": 1,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"6947e848-998e-425e-9885-f506f7425425\",\n \"label\": \"For one-time RMD please make check payable to\",\n \"showGroupLabel\": true,\n \"acrofieldlabel\": \"withdrawal-request_one-time--group\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_one-time--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"157979c6-c01a-4975-ac66-2b89e7cb5944\",\n \"label\": \"Owner\",\n \"apiName\": \"withdrawal-request_one-time__owner\",\n \"description\": \"use address of record\\n\",\n \"acrofieldlabel\": \"withdrawal-request_one-time__owner\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"1ff0b986-13ca-4553-9c90-05a947fc2c95\",\n \"label\": \"Electronic Funds Transfer (EFT)\",\n \"apiName\": \"withdrawal-request_one-time__eft\",\n \"description\": \"enclose a copy of a voided check\",\n \"acrofieldlabel\": \"withdrawal-request_one-time__EFT\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"78ea5356-084e-4c14-9bba-5fb8569f13b3\",\n \"label\": \"If, when we receive this form, the month and day chosen have not passed for this tax year, we will set the auto RMDs to begin with the current tax year unless you instruct us differently below\",\n \"showGroupLabel\": true,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction--group\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal_instruction--group\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioGroup\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [\n {\n \"uuid\": \"97d75151-d0c3-4121-ae82-b572c448efb4\",\n \"label\": \"Begin auto RMDs next year. I have already satisfied the RMD for this tax year.\",\n \"apiName\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction__already-satisfied\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 1,\n \"rules\": [],\n \"children\": []\n },\n {\n \"uuid\": \"38065e89-5938-4476-8446-610b7382a666\",\n \"label\": \"Begin auto RMDs next year. Send amount to satisfy the RMD for this tax year immediately.\",\n \"apiName\": \"automatic-withdrawal_instruction__send-amount\",\n \"description\": null,\n \"acrofieldlabel\": \"automatic-withdrawal_instruction__send-amount\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [],\n \"children\": []\n }\n ],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"57c581ad-c946-4d5d-98f9-eb84ae403645\",\n \"label\": \"Spouse Beneficiary's Date of Birth\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"spousal-beneficiary_DOB\",\n \"custom\": false,\n \"apiName\": \"spousal-beneficiary_dob\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"8b701e40-b726-4be4-b9ad-fe229a6a5560\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter spouse's date of birth\",\n \"formField\": {\n \"uuid\": \"0fc63971-a612-4f3f-b1bd-e57bdee93dd0\",\n \"type\": \"Checkbox\",\n \"label\": \"I elect the Joint Life Expectancy table\",\n \"acrofieldlabel\": \"spousal-beneficiary_elect\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"0de09b07-4028-4f52-a503-cb8190bd975f\",\n \"type\": \"Date\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter date in MM/DD/YYYY format\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"db78c7dc-6430-4764-b2f7-de1c958db179\",\n \"label\": \"Spousal Beneficiary\"\n }\n },\n {\n \"uuid\": \"8f3be778-04aa-49c3-9e0f-79f2a27cec3e\",\n \"label\": \"Date\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"sign-date_date\",\n \"custom\": false,\n \"apiName\": \"sign-date_date\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"e695d76c-7a6a-4460-b256-143f61b8f80a\",\n \"type\": \"Date\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter date in MM/DD/YYYY format\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"63df7cf3-37d8-4a5b-8559-5456379b01a4\",\n \"label\": \"Signature\"\n }\n },\n {\n \"uuid\": \"d1fa9cf8-37dc-4c10-b13a-bb324523cbf8\",\n \"label\": \"Contract Number\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"owner-information_contract-number\",\n \"custom\": false,\n \"apiName\": \"owner-information_contract-number\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"18ded1d5-e4cc-4672-9bcd-c11d9b873b01\",\n \"type\": \"Required\",\n \"rule\": \"\",\n \"errorMessage\": \"This field is required \",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": [],\n \"section\": {\n \"uuid\": \"fdc6ae4d-e77b-49f8-817c-b617c6032f4b\",\n \"label\": \"Owner Information\"\n }\n },\n {\n \"uuid\": \"f552a657-138c-47f1-9d24-5b004eb51c59\",\n \"label\": \"Routing Number\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"mailing-electronic-instructions_routing-number\",\n \"custom\": false,\n \"apiName\": \"mailing-electronic-instructions_routing-number\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"623d8096-34dc-4df4-868f-ed55ab4418b8\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"6e2ba654-325a-4be2-8bc0-3a286ee7517f\",\n \"type\": \"RadioButton\",\n \"label\": \"I wish to have my funds sent electronically to my bank (EFT)\",\n \"acrofieldlabel\": \"mailing-electronic-instructions_EFT\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"76027c7d-bcf3-490c-b049-3465893d9639\",\n \"label\": \"Mailing or Electronic Funds Instructions\"\n }\n },\n {\n \"uuid\": \"73583b3b-877f-459d-9efe-7b824ce85e23\",\n \"label\": \"Day\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date__day\",\n \"custom\": false,\n \"apiName\": \"automatic-withdrawal_specific-date__day\",\n \"description\": null,\n \"dependencies\": [\n {\n \"uuid\": \"3a6c5c04-0adb-4bdb-962b-eae5823aa64c\",\n \"type\": \"NeedsField\",\n \"rule\": null,\n \"errorMessage\": \"This field is required\",\n \"formField\": {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"type\": \"RadioButton\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. If this date falls on a weekend or holiday, payment will be made the next business day.\",\n \"acrofieldlabel\": \"automatic-withdrawal_specific-date\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"c5e95ea7-99da-412f-8ec0-370e1ce560e4\",\n \"label\": \"Request to set up Automatic RMD Withdrawals\"\n }\n },\n {\n \"uuid\": \"1ff0b986-13ca-4553-9c90-05a947fc2c95\",\n \"label\": \"Electronic Funds Transfer (EFT)\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"withdrawal-request_one-time__EFT\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_one-time__eft\",\n \"description\": \"enclose a copy of a voided check\",\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [],\n \"children\": [],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"showGroupLabel\": false,\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\",\n \"custom\": false,\n \"apiName\": \"withdrawal-request_additional-amount\",\n \"description\": null,\n \"dependencies\": [],\n \"type\": \"RadioButton\",\n \"order\": 2,\n \"rules\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"dependentGroupId\": null,\n \"dependentField\": {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\"\n },\n \"dependentSection\": null\n }\n ],\n \"children\": [\n {\n \"uuid\": \"d8c4fd4e-d359-4b13-b94a-febdec231486\",\n \"label\": \"The total amount I wish to take now is\",\n \"apiName\": \"withdrawal-request_additional-amount__specify\",\n \"description\": \"

RMD amount plus additional amount.


Any amount taken in addition to the RMD amount may be subject to a surrender charge.

\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount__specify\",\n \"custom\": false,\n \"showGroupLabel\": false,\n \"dependencies\": [\n {\n \"uuid\": \"948e6b75-d272-4089-a876-a235c8162e4f\",\n \"type\": \"NeedsField\",\n \"rule\": \"\",\n \"errorMessage\": \"Please enter an amount\",\n \"formField\": {\n \"showGroupLabel\": false,\n \"uuid\": \"39add4a8-867a-4a3b-bf2e-c06ad0c4ef3c\",\n \"label\": \"I wish to take an amount in addition to my RMD amount\",\n \"acrofieldlabel\": \"withdrawal-request_additional-amount\"\n }\n }\n ],\n \"type\": \"TextField\",\n \"order\": 1,\n \"rules\": [\n {\n \"uuid\": \"381a5e00-2ad8-47ac-9af5-e3786899e3c6\",\n \"type\": \"Currency\",\n \"rule\": \"\",\n \"errorMessage\": \"\",\n \"dependentGroupId\": null,\n \"dependentField\": null,\n \"dependentSection\": null\n }\n ],\n \"children\": []\n }\n ],\n \"section\": {\n \"uuid\": \"8034ebf0-0233-4f93-b245-065888732e50\",\n \"label\": \"Withdrawal Request\"\n }\n },\n {\n \"uuid\": \"d3825e16-9c5a-4c59-8fb4-b64b410c8b13\",\n \"label\": \"For contracts with a SecurePay rider and the benefit election date has not been set, or contracts without a rider, automatically send my distribution each year on the below date for the month of January from 10th - 28th; for the months February - December any day from the 4th - 28th. 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Please attach a voided check

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The form UUID

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Generate a zip from up to 10 form by their UUIDs.

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Merge up to 10 forms by their UUIDs.

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Creates and sends forms to one or many email addresses.

\n

Restrictions

\n
    \n
  • Max 10 email addresses
    • \n
  • Max 10 forms
    • \n
\n

Response Notes

\n

Since we're using the Mailgun API, which already utilizes a queuing system - we'll immedately respond with a 200 status \"sent\" if that's what Mailgun gives us back (it usually does.)

\n

If there's an issue related to Mailgun, we'll send a 500 and pass through the error message.

\n

If there's a validation issue, we'll send a 400 with the validation error message.

\n

If we can't find a form, we'll send 404 with the missing form ID.

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Forms are documents used to interact with insurance carriers and other entities. The resource represents the form and associated metadata.

\n","_postman_id":"b566023c-1f33-4888-b3d1-c32025eda6a5","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{{currentAccessToken}}"}]},"isInherited":true,"source":{"_postman_id":"33d79d8d-fa9c-4363-a961-b1f7a866cbd8","id":"33d79d8d-fa9c-4363-a961-b1f7a866cbd8","name":"Vigil Developer API","type":"collection"}}},{"name":"Transactions","item":[{"name":"Get Transactions","id":"11540b99-5ce1-4aee-a0ba-3a611b6aed93","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"{{api}}/transactions/","description":"

Get all transactions for a user.

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