---
title: "Update annuity contract value"
method: PATCH
path: "/v1/annuity_contracts/{annuity_contract_id}/values/{id}"
tags: ["Annuity Contract Values"]
---

# Update annuity contract value

`PATCH /v1/annuity_contracts/{annuity_contract_id}/values/{id}`

## Request

- Base URL: `https://api.slant.app`
- URL: `https://api.slant.app/v1/annuity_contracts/{annuity_contract_id}/values/{id}`
- Auth: HTTP bearer

Financial terms and values; no custodian data or attachments. Numbers are masked. Imported annuity terms and parties are read-only except notes. Values use dollars; balances use cents. Party arrays replace submitted roles or accessible annuity parties. Only advisor valuations can be edited.

## Headers

- `Authorization` string
- `Idempotency-Key` string

## Request body

- object
  - `kind` 'accumulation_value' | 'surrender_value' | 'surrender_charge' | 'death_benefit' | 'premiums_paid_to_date' | 'cash_value' | 'loan_value'
  - `amount` number: Money in dollars.
  - `as_of_date` string, date
  - `book_id` string: Optional book context; must match the household.

## Response `200`

Successful financial resource access

- object
  - `kind` 'accumulation_value' | 'surrender_value' | 'surrender_charge' | 'death_benefit' | 'premiums_paid_to_date' | 'cash_value' | 'loan_value'
  - `amount` string, nullable: Money in dollars as a decimal string.
  - `as_of_date` string, date
  - `id` string, required
  - `created_at` string, date-time
  - `updated_at` string, date-time
  - `annuity_contract_id` string
  - `source_kind` 'integration' | 'statement' | 'advisor'

## Other responses

- `400`: Bad Request - malformed JSON, invalid filters, or missing required book context
- `401`: Unauthorized - missing or invalid token
- `403`: Access denied. Policy and membership failures may have an empty body. A read-only personal token cannot perform writes.
- `429`: An hourly API rate limit was exceeded. Wait Retry-After seconds before retrying.

## Changes

- **2026-11-03** `173c41bf6be9`: 1 info
  - endpoint added

[Operation history](https://skmtc.dev/slant/apis/slant-public-api-v1/changes/v1/annuity_contracts/:annuity_contract_id/values/:id/patch.md)

---

[API](https://skmtc.dev/slant/apis/slant-public-api-v1.md) - [All operations](https://skmtc.dev/slant/apis/slant-public-api-v1/llms.txt) - [OpenAPI document](https://skmtc.dev/slant/apis/slant-public-api-v1/revisions/173c41bf6be9?raw)