CorrespondenceEntity
objectUnique identifier for the party
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
Type of party role
Allowed values:CORRESPONDENCEENTITY
Example:CORRESPONDENCEENTITY
Type of party
Allowed values:INDIVIDUALORGANIZATIONTRUST
Example:INDIVIDUAL
One OfShow Child Parameters
Allowed values:REGULARMAILEMAILPHONE
Any OfArray of identifiers for this party
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Code indicating whether the party designation is revocable or irrevocable.
Date of birth of the decedent, if applicable.
Type of authorization granted to the party.
Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE
Mode by which authorization was provided, such as electronic or written.
Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE
PlanSponsor
objectUnique identifier for the party
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
Type of party role
Allowed values:PLANSPONSOR
Example:PLANSPONSOR
Type of party
Allowed values:INDIVIDUALORGANIZATION
Example:INDIVIDUAL
One OfShow Child Parameters
Allowed values:REGULARMAILEMAILPHONE
Any OfArray of identifiers for this party
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Code indicating whether the party designation is revocable or irrevocable.
Date of birth of the decedent, if applicable.
Type of authorization granted to the party.
Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE
Mode by which authorization was provided, such as electronic or written.
Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE
Decedent
objectUnique identifier for the party
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
Type of party role
Allowed values:DECEDENTSECONDARYDECEDENT
Example:DECEDENT
Type of party
Allowed values:INDIVIDUAL
Example:INDIVIDUAL
Show Child Parameters
Allowed values:REGULARMAILEMAILPHONE
Any OfArray of identifiers for this party
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Code indicating whether the party designation is revocable or irrevocable.
Date of birth of the decedent, if applicable.
Type of authorization granted to the party.
Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE
Mode by which authorization was provided, such as electronic or written.
Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE
PowerOfAttorney
objectUnique identifier for the party
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
Type of party role
Allowed values:POWEROFATTORNEY
Example:POWEROFATTORNEY
Type of party
Allowed values:INDIVIDUAL
Example:INDIVIDUAL
Show Child Parameters
Show Child Parameters
Allowed values:REGULARMAILEMAILPHONE
Any OfArray of identifiers for this party
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Code indicating whether the party designation is revocable or irrevocable.
Date of birth of the decedent, if applicable.
Type of authorization granted to the party.
Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE
Mode by which authorization was provided, such as electronic or written.
Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE
Assignee
objectUnique identifier for the party
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
Type of party role
Allowed values:ASSIGNEE
Example:ASSIGNEE
Type of party
Allowed values:INDIVIDUALORGANIZATIONTRUST
Example:INDIVIDUAL
Show Child Parameters
One OfShow Child Parameters
Allowed values:REGULARMAILEMAILPHONE
Any OfArray of identifiers for this party
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Code indicating whether the party designation is revocable or irrevocable.
Date of birth of the decedent, if applicable.
Type of authorization granted to the party.
Allowed values:ASSETALLOCATIONALLDOLLARCOSTAVERAGINGDISTRIBUTIONNAMEADDRESSCHANGESFUNDTRANSFERWITHDRAWALSNONE
Mode by which authorization was provided, such as electronic or written.
Allowed values:ALLFAXINTERNETMAILPHONEVOICERESPONSENONE