Payments
objectUnique Id to tag to respective payment records
Payment methods
Allowed values:CWE
Money Source
Allowed values:-9991234567891011171819202122232425
Gross Amount for the individual payment
Example:238500
Net Amount for the individual payment
Show Child Parameters
Funds to be considered for Future Allocations or not
Allowed values:YN
Allowed values:0123456789
waivePremium
Unique number assigned to the application by broker
This is a flag to checked and unchecked depending upon the Cost basis.
For any payment that is a replacement/exchange
Show Child Parameters
Phones
objectThis filed capture the type of phone like Home Phone, Work Phone
Allowed values:BFBPCPH2HFHPMD
Two digit country code
This field stores the telephone Area Code of client address
This field stores the phone number.
This field stores the Extension number
Addresses
objectAllowed values:BHS
Address Line 1
Address Line 2
Address Line 3
City Name
2 digit state code
Allowed values:AAAEAKALAPARAZCACDCOCTDCDEFLFNGAGUHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY
ZIP code
ZIP code suffix
Country codes
Allowed values:ADAEAFAGAIALAMANAOAQARASATAUAWAZBABBBDBEBFBGBHBIBJBMBNBOBRBSBTBVBWBYBZCACCCFCGCHCICKCLCMCNCOCRCSCUCVCXCYCZDEDJDKDMDODZECEEEGEHERESETFIFJFKFMFOFRFXGAGBGDGEGFGHGIGLGMGNGPGQGRGSGTGUGWGYHKHMHNHRHTHUIDIEILINIOIQIRISITJMJOJPKEKGKHKIKMKNKPKRKWKYKZLALBLCLILKLRLSLTLULVLYMAMCMDMGMHMKMLMMMNMOMPMQMRMSMTMUMVMWMXMYMZNANCNENFNGNINLNONPNRNTNUNZOMPAPEPFPGPHPKPLPMPNPRPTPWPYQARERORURWSASBSCSDSESGSHSISJSKSLSMSNSOSRSTSUSVSYSZTCTDTFTGTHTJTKTMTNTOTPTRTTTVTWTZUAUGUKUMUSAUYUZVAVCVEVGVIVNVUWFYEYTYUZAZMZRZW
BankInfo
objectBank name
ABA number
Account Number
TaxInformation
objectCurrent Contribution Amount
Prior Contribution Amount
tax year
Total Cost basis amount
Pre Tefra basis amount
Post Teefra basis amount
Post 88 Amount