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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SilverLake
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Mappings
Request
JHFREFAPI
ERROVRRD
Error Override?
ErrOvrRdInfoArray.ErrOvrRd.ErrCode
245
NA
String
CDPLAN
ICIFNO
CIF Number
CustId
7
PLAN
IRA plan Code
PlnCode
3
FRSTD7
Date First Deposit
PlnCust.FirstContrbDt
Integer
DISMTB
Benficiary Dist Method
PlnCust.BenfDistCode
1
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 Number
PlnCust.QRPCustId
QRPNO
QRP Plan Number
PlnCust.QRPPlnId
16
RQSOLE
Sole Spousal Beneficiary
PlnCust.SoleSpousBenf
SPOUSL
Spousal IRA
PlnCust.SpousPlnCode
AUDIST
AUTO DISTRIBUTION
TaxPlnDist.AutoStartDistCode
AUDLAY
AUTO DELAY 1ST DIST
TaxPlnDist.DlyFirstDistCode
DEPACT
Deposit Acct#
TaxPlnDist.DistAcctId
DEPTYP
Deposit Type
TaxPlnDist.DistAcctType
DISDAY
Day of Month For Dist
TaxPlnDist.DistDayofMonth
2
DISTRM
Dist Term
TaxPlnDist.DistFrq
DISTCD
Dist Term Code
TaxPlnDist.DistFrqCode
PLSINT
Plus Interest
TaxPlnDist.DistIncIntCode
DISAMT
Dist Amount
TaxPlnDist.DistAmt
11
DISORD
Distribution order
TaxPlnDist.DistSeqOrderCode
DISTRN
Dist Tran Code
TaxPlnDist.DistTrnCode
LAST PAY DATE
TaxPlnDist.LastDistDt
NEXT PAY DATE
TaxPlnDist.NxtDistDt
AURCLC
AUTO RECALCULATE
TaxPlnDist.RecalcDistAmtCode
FIRST DIST DATE
TaxPlnDist.StartDistDt
WAIVED
Waive Mandatory dist
TaxPlnDist.WavMndtryDistCode
RQOVRD
Spousal Benf AgeOverride
TaxPlnDist.MinRDAAgeOvrrdCode
AURDCE
AUTO REDUCE DISTRIBUTION
TaxPlnDist.RedLastAnnDistCode
BEGLIF
Beg Life Expect
TaxPlnDist.DistFactor
5
ACTCDD
Company Discretionary
TaxPlnDist.ACHPmtInfo.ACHCompDiscrData
20
ACTCED
Company Entry Desc
TaxPlnDist.ACHPmtInfo.ACHCompEntryDesc
10
ACTCID
Company ID
TaxPlnDist.ACHPmtInfo.ACHCompId
ACTCOM
Company Name
TaxPlnDist.ACHPmtInfo.ACHCompName
ACCACT
Credit Account Number
TaxPlnDist.ACHPmtInfo.ACHCrAcctId
17
ACTINM
Individual Name
TaxPlnDist.ACHPmtInfo.ACHCrName
22
ACCBNK
Credit Bank Number
TaxPlnDist.ACHPmtInfo.ACHCrRtNum
9
ACTPNS
Send Prenotice
TaxPlnDist.ACHPmtInfo.ACHSendPreNoteCode
ACTSEC
Standard Entry Class
TaxPlnDist.ACHPmtInfo.ACHStdEntryClass
ACCTC
Credit Tran Code
TaxPlnDist.ACHPmtInfo.ACHTrnCode
DISCAL
Dist Calc Code
TaxPlnDist.DistCalcMthdCode
FXPWHF
DISTRIBUTION % FOR FD WH
TaxPlnTaxInfo.PlnFedWithAltRate
8
FIXWHF
Fixed W/H Fed
TaxPlnTaxInfo.PlnFedWithFixAmt
FXPWHS
DISTRIBUTION % FOR ST WH
TaxPlnTaxInfo.PlnStateWithAltRate
DOD
Date of Death
PlnCust.PlanDistDeceasedDt
FIXWHS
Fixed W/H State
TaxPlnTaxInfo.PlnStateWithFixAmt
DISMET
Dist Method
TaxPlnDist.OwnDistCalcMthdCode
Response
PASSFAIL
Pass/Fail Status
RsStat
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Last updated Fri Dec 13 2024