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OtherInterestedPartyResponse

object
partyIdstring(uuid)

Unique identifier for the party

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

partyRolestring

Type of party role

Allowed values:OTHERINTERESTEDPARTY

Example:OTHERINTERESTEDPARTY

partyTypestring

Type of party

Allowed values:INDIVIDUALORGANIZATIONTRUST

Example:INDIVIDUAL

personalInformationOne Of
TrustDetailsResponseobject
Show Child Parameters
partyCommunicationstring

Allowed values:REGULARMAILEMAILPHONE

identifiersAny Of
array

Array of identifiers for this party

PassportIdentifierResponseobject
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
Example

TrustDetails

object
trustNamestringrequired

Name of the trust

Example:Sunshine Family Trust

trustTypestringrequired

Type of trust

Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST

Example:INDIVIDUALTRUST

trustDatestring(date)required

Original date when the trust was established

Example:2015-08-15

amendedTrustDatestring(date)

Date of last amendment to the trust

Example:2021-04-10

governingStateOfTruststring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example

TrustDetailsPatch

object
trustNamestring

Name of the trust

Example:Sunshine Family Trust

trustTypestring

Type of trust

Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST

Example:INDIVIDUALTRUST

trustDatestring(date)

Original date when the trust was established

Example:2015-08-15

amendedTrustDatestring(date)

Date of last amendment to the trust

Example:2021-04-10

governingStateOfTruststring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example

TrustDetailsResponse

object
trustNamestring

Name of the trust

Example:Sunshine Family Trust

trustTypestring

Type of trust

Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUST

Example:INDIVIDUALTRUST

trustDatestring(date)

Original date when the trust was established

Example:2015-08-15

amendedTrustDatestring(date)

Date of last amendment to the trust

Example:2021-04-10

governingStateOfTruststring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

Example

OrganizationDetails

object
organizationNamestringrequired

Legal name of the organization

Example:Northwest Financial Group LLC

organizationDBANamestring

Doing Business As (DBA) name of the organization

Example:NWF Group

organizationShortNamestring

Short or abbreviated name of the organization

Example:NWF

organizationCodestring

Unique code identifying the organization

Example:ORG-00123

entityTypestringrequired

Legal entity type of the organization

Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN

Example:LIMITEDLIABILITYCOMPANY

Example