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Periodic Distribution Plan

A periodic distribution plan is a schedule of regular, recurring payouts from a financial account or investment, such as a retirement fund, annuity, or structured legal settlement, rather than a single lump-sum payment.

To use the Upload PDF endpoint for this document, you must use PERIODIC_DISTRIBUTION_PLAN in the form_type parameter.

Field descriptions

The following fields are available on this document type:

JSON AttributeData TypeDescription
periodic_distribution_plan:general:borrower_nameTextBorrower Name
periodic_distribution_plan:general:borrower_address:address_line_1TextAddress Line 1
periodic_distribution_plan:general:borrower_address:address_line_2TextAddress Line 2
periodic_distribution_plan:general:borrower_address:cityTextCity
periodic_distribution_plan:general:borrower_address:stateStateState
periodic_distribution_plan:general:borrower_address:zip_codeZIP CodeZIP Code
periodic_distribution_plan:general:institution_nameTextInstitution Name
periodic_distribution_plan:general:report_letter_dateDateReport/Letter Date
periodic_distribution_plan:distribution_details:plan_numberTextPlan Number
periodic_distribution_plan:distribution_details:plan_typeIRA, PENSION, ANNUITY, 401(K), 403(B), 457(B), OTHERPlan Type
periodic_distribution_plan:distribution_details:plan_type_description_if_otherTextPlan Type - Description (If Other)
periodic_distribution_plan:distribution_details:withdrawal_amountMoneyWithdrawal Amount (Gross)
periodic_distribution_plan:distribution_details:withdrawal_frequencyMONTHLY, QUARTERLY, SEMI-ANNUAL, ANNUAL, OTHERWithdrawal Frequency
periodic_distribution_plan:distribution_details:withdrawal_frequency_description_if_otherTextWithdrawal Frequency - Description (If Other)
periodic_distribution_plan:distribution_details:withdrawal_scheduleTextWithdrawal Schedule (Payment Date / Day of Month)
periodic_distribution_plan:distribution_details:federal_tax_withholding_percentagePercentageFederal Tax Withholding Percentage
periodic_distribution_plan:distribution_details:state_tax_withholding_percentagePercentageState Tax Withholding Percentage
periodic_distribution_plan:distribution_details:funding_account_numberTextFunding Account Number (Withdrawn From)
periodic_distribution_plan:distribution_details:destination_account_numberTextDestination Account Number (Paid To)
periodic_distribution_plan:distribution_details:destination_institutionTextDestination Institution

Sample document

View: https://drive.google.com/file/d/1cmXjHcX-8p93s5Wt1xFvugOpNIQubbCI/preview

Sample JSON result

{
  "pk": 79870676,
  "uuid": "7064ad15-d2c8-437c-99da-a2bf7c033212",
  "name": "PERIODIC_DISTRIBUTION_PLAN",
  "created": "2026-10-15T22:11:29Z",
  "created_ts": "2026-10-15T22:11:29Z",
  "verified_pages_count": 1,
  "book_status": "ACTIVE",
  "id": 79870676,
  "forms": [
    {
      "pk": 122677241,
      "uuid": "c7a3b8d7-dbe6-49b8-95a4-b4ec88af26fe",
      "uploaded_doc_pk": 169224512,
      "form_type": "PERIODIC_DISTRIBUTION_PLAN",
      "form_config_pk": 3684712,
      "tables": [],
      "attribute_data": null,
      "raw_fields": {
        "periodic_distribution_plan:general:borrower_name": {
          "value": "DONNA SAMPLE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:institution_name": {
          "value": "SAMPLE ALBERTO-CULVER COMPANY PENSION FUND",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:report_letter_date": {
          "value": "10/01/2026",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:borrower_address:city": {
          "value": "AUBURN",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:plan_type": {
          "value": "PENSION",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:borrower_address:state": {
          "value": "NY",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:plan_number": {
          "value": "PN-48210",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:borrower_address:zip_code": {
          "value": "12345",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:withdrawal_amount": {
          "value": "2450.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:borrower_address:address_line_1": {
          "value": "123 FAKE GRANT AVENUE STREET",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:general:borrower_address:address_line_2": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:withdrawal_schedule": {
          "value": "1ST DAY OF THE MONTH",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:withdrawal_frequency": {
          "value": "MONTHLY",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:funding_account_number": {
          "value": "XXXXXX7702",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:destination_institution": {
          "value": "SAMPLE NATIONAL BANK",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:destination_account_number": {
          "value": "XXXXXX3391",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:plan_type_description_if_other": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:state_tax_withholding_percentage": {
          "value": "4%",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:federal_tax_withholding_percentage": {
          "value": "10%",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        },
        "periodic_distribution_plan:distribution_details:withdrawal_frequency_description_if_other": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "PERIODIC_DISTRIBUTION_PLAN.pdf",
          "confidence": 1.0
        }
      }
    }
  ],
  "book_is_complete": true
}

Updated about 2 hours ago

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