Mappings
Enterprise SOAP API
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API by Reference
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Core Services
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Tax Plan Add
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Providers
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CIF2020
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Mappings
Request
JHFREFAPI
ERROVRRD
ERROR OVERRIDE?
ErrOvrRdInfoArray.ErrOvrRd.ErrCode
245
NA
String
PLAN CIF#
CustId
8
CDPLAN
PLAN
PLAN CODE
PlnCode
3
DISMTB
BENFICIARY DIST METHOD
PlnCust.BenfDistCode
1
FRSTD7
DATE FIRST DEPOSIT
PlnCust.FirstContrbDt
7
Integer
ORIG OWNERS DOB
PlnCust.OrigOwnBirthDt
ORIG OWNERS DOD
PlnCust.OrigOwnDeceaseDt
BEFOWN
BENEF. ORIGINAL OWNER
PlnCust.OrigOwnName
30
PLNDT7
PLAN ESTABLISHED DATE
PlnCust.PlnEstbDt
FEECOD
FEE CODE
PlnCust.PlnFeeCode
QRPCIF
QRP CIF#
PlnCust.QRPCustId
QRPNO
QRP.PLAN NUMBER
PlnCust.QRPPlnId
11
RQSOLE
SOLE SPOUSAL BENEFICIARY
PlnCust.SoleSpousBenf
SPOUSL
SPOUSAL IRA
PlnCust.SpousPlnCode
RQSNGL
SPOUSAL BENF SINGLE LIFE
PlnCust.SpousSingleOwn
AUDIST
AUTO DISTRIBUTION
TaxPlnDist.AutoStartDistCode
AUDLAY
AUTO DELAY 1ST DIST
TaxPlnDist.DlyFirstDistCode
DEPACT
DEPOSIT ACCT#
TaxPlnDist.DistAcctId
DEPTYP
DEPOSIT ACCT.TYPE
TaxPlnDist.DistAcctType
DISMET
DISTRIBUTION METHOD
TaxPlnDist.DistCalcMthdCode
DISTRM
DISTRIBUTION TERM
TaxPlnDist.DistFrq
DISTCD
DISTRIBUTION TERM.CODE
TaxPlnDist.DistFrqCode
PLSINT
PLUS INTEREST
TaxPlnDist.DistIncIntCode
DISAMT
DISTRIBUTION AMOUNT
TaxPlnDist.DistAmt
9
2
DISORD
DISTRIBUTION ORDER
TaxPlnDist.DistSeqOrderCode
DSTTC
DISTRIBUTION T/C
TaxPlnDist.DistTrnCode
NEXT DIST DATE
TaxPlnDist.NxtDistDt
AURCLC
AUTO RECALCULATE
TaxPlnDist.RecalcDistAmtCode
SNGJNT
SINGLE/JOINT CALC
TaxPlnDist.SoleSpousDistCode
MINDIS
MINIMUM DIST.AMT
TaxPlnDist.ReqMinDistAmt
BEGINNING DIST DATE
TaxPlnDist.StartDistDt
WAIVED
WAIVE MANDATORY DIST
TaxPlnDist.WavMndtryDistCode
RQOVRD
SPOUSAL BENF AGEOVERRIDE
TaxPlnDist.MinRDAAgeOvrrdCode
AURDCE
AUTO REDUCE DISTRIBUTION
TaxPlnDist.RedLastAnnDistCode
BEGLIF
BEGINNING LIFE.EXPECT
TaxPlnDist.DistFactor
5
ADTRMD
AUTO DIST THE RMD?
TaxPlnDist.DistAmtRemCode
FXPWHF
DISTRIBUTION % FOR FD WH
TaxPlnTaxInfo.PlnFedWithAltRate
6
FIXWHF
FIXED.W/H FEDERAL
TaxPlnTaxInfo.PlnFedWithFixAmt
DISSTA
DISTRIBUTION STATUS
TaxPlnDist.DistStatCode
DOD8
Date of Death
PlnCust.PlanDistDeceasedDt
FXPWHS
DISTRIBUTION % FOR ST WH
TaxPlnTaxInfo.PlnStateWithAltRate
FIXWHS
FIXED.W/H STATE
TaxPlnTaxInfo.PlnStateWithFixAmt
LAST DIST DATE
TaxPlnDist.LastDistDt
Response
PASSFAIL
PASS/FAIL STATUS
RsStat
20
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Last updated Fri Dec 13 2024