Search the website

Criterion standard

Version 1.0 Draft B of Annuity Application

Bookmark

This is version 1.0 Draft B (July 2026) of the Annuity Application Standard.

 
This version replaced the Annuity Funding Source transfer indicator with a crystallised indicator. Documented Funds Drawdown Status as optional for crystallised sources and limited it to Entirely In Drawdown or Partially In Drawdown.

All files for this version

Annuity Application Overview.pdf

(363.47 KB)

An overview of the Standard explaining how it can enable further integration between adviser systems and providers within the annuity new business process

Business Requirements Document.pdf

(1009.02 KB)

Describes the business requirements for the Annuity Application Standard

AnnuityApplicationRequest.pdf

(922.68 KB)

Request Message Implementation Guidelines

AnnuityApplicationRequest.xsd

(3.09 KB)

Request message header schema

AnnuityApplicationRequestMContent.xsd

(297.53 KB)

Request message content schema

AnnuityApplicationResponse.pdf

(352.15 KB)

Response Message Implementation Guidelines

AnnuityApplicationResponse.xsd

(2.98 KB)

Response message header schema

AnnuityApplicationResponseMContent.xsd

(16.45 KB)

Response message content schema

QNB_StdQuestions.htm

(44.4 KB)

Standard Questions

Samples.zip

(26.12 KB)

Bundle of samples illustrating usage of Annuity Application standard