Qualifies the withholding amount. Either as dollars or a percentage

This will be used to indicate the type of withholding information for this instance of the Withholding Amount. This is in reference to the IRS W-4P and W-4R tax withholding forms

Defines the withholding authority for which is being withheld

Payment methods

Money Source

Gross Amount for the individual payment

Net Amount for the individual payment

Funds to be considered for Future Allocations or not

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

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

Address Line 1

Address Line 2

Address Line 3

City Name

2 digit state code

ZIP code

ZIP code suffix

Country codes

ABA number

Account Number