Mappings
Enterprise SOAP API
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API by Reference
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Core Services
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Tax Plan Inquiry
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Providers
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CIF2020
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Mappings
Request
PLAN CIF#
CustId
8
NA
String
CDPLAN
PLAN
PLAN CODE
PlnCode
3
Inquiry Filter 1
IncXtendElemArray.IncXtendElemInfo.XtendElem
20
Inquiry Filter 2
Response
Customer Number
Plan Code
PlanCode
DISMTB
Beneficiary Distribution Method
PlnCustRec.PlnCust.BenfDistCode
1
DTHDS7
Distribution Date
PlnCustRec.PlnCust.DeathDistDt
7
Integer
DTHDST
Death Distributed
PlnCustRec.PlnCust.DeathDist
FRSTD7
Date First Deposit
PlnCustRec.PlnCust.FirstContrbDt
Original Owner Date of Birth
PlnCustRec.PlnCust.OrigOwnBirthDt
Original Owner Date of Death
PlnCustRec.PlnCust.OrigOwnDeceaseDt
BEFOWN
Beneficiary Of
PlnCustRec.PlnCust.OrigOwnName
30
PLNDT7
Plan Established Date
PlnCustRec.PlnCust.PlnEstbDt
FEECOD
Fee Code
PlnCustRec.PlnCust.PlnFeeCode
QRPCIF
QRP Customer Number
PlnCustRec.PlnCust.QRPCustId
QRPNO
QRP Plan Number
PlnCustRec.PlnCust.QRPPlnId
11
Auto Calculate Beneficiary is Spouse
PlnCustRec.PlnCust.SoleSpousBenf
SPOUSL
Spousal IRA
PlnCustRec.PlnCust.SpousPlnCode
RQSNGL
Spousal Beneficiary Single Life Election
PlnCustRec.PlnCust.SpousSingleOwn
Beneficiary(s) Exist
PlnCustRec.CondNotfArray.CondNotfInfo.CondNotf
Contributions Prior Year
PlnCustRec.PlnCust.CntrbAmtPriorYTD
2
Contributions YTD
PlnCustRec.PlnCust.CntrbAmtYTD
CFMAST
CFNA4
City state zip
PlnCustRec.PlnAddrInfo.Addr.FreeFormAddrArray.AddrLineInfo.AddrLine
40
CFNA1
Customer Name
CFNA2
Address Line 1
PlnCustRec.PlnAddrInfo.Addr.StreetAddr1
CFNA3
Address Line 2
PlnCustRec.PlnAddrInfo.Addr.StreetAddr2
Date of Death
PlnCustRec.PlnCust.PlanDistDeceasedDt
Distribution Order Description
x_TaxPlnDist.DistSeqOrderDesc
15
CDPAR3
P3DESC
Distribution Tran Code Description
x_TaxPlnDist.DistTrnDesc
Elected Dist Amt Desc
x_TaxPlnDist.ElecDistAmtDesc
14
Required Dist Amt Desc
x_TaxPlnDist.ReqMinDistDesc
FIXWHF
Federal Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt
CDPAR6
P6DESC
Plan Code Description
PlnCustRec.PlnDesc
35
AGE
Age on 12/31
PlnCustRec.CustAgeAtEOY
Date of Birth
PlnCustRec.BirthDt
PlnCustRec.DeceasedDt
CDMAST
RATE
Plan Average Rate
PlnCustRec.PlnAvgRate
5
CBAL
Plan Current Balance
PlnCustRec.PlnCurBal
YTDINT
Plan Interest YTD
PlnCustRec.PlnYTDInt
9
P6TYPE
Plan Type
PlnCustRec.PlnType
AUDIST
Auto Start Distributions
x_TaxPlnDist.TaxPlnDist.AutoStartDistCode
AUDLAY
Auto Delay Initial Distribution
x_TaxPlnDist.TaxPlnDist.DlyFirstDistCode
DEPACT
Deposit Account Number
x_TaxPlnDist.TaxPlnDist.DistAcctId
DEPTYP
Deposit Account Type
x_TaxPlnDist.TaxPlnDist.DistAcctType
DISAMT
Remaining Distribution Amount
x_TaxPlnDist.TaxPlnDist.DistAmtRem
DISMET
Owner Distribution Method
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode
DISTRM
Distribution Term
x_TaxPlnDist.TaxPlnDist.DistFrq
DISTCD
Distribution Term Code
x_TaxPlnDist.TaxPlnDist.DistFrqCode
PLSINT
Distribution Plus Interest
x_TaxPlnDist.TaxPlnDist.DistIncIntCode
MINDIS
Annual Distribution Amount
x_TaxPlnDist.TaxPlnDist.DistAmt
DISORD
Distribution Order Code
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode
DISSTA
Distribution Status
x_TaxPlnDist.TaxPlnDist.DistStatCode
DSTTC
Distribution Tran Code
x_TaxPlnDist.TaxPlnDist.DistTrnCode
Elected Distribution Amount
x_TaxPlnDist.TaxPlnDist.ElecDistAmt
LSTDST
Last Distribution Amount
x_TaxPlnDist.TaxPlnDist.LastDistAmt
Last Distribution Date
x_TaxPlnDist.TaxPlnDist.LastDistDt
Mandatory Distribution Date
x_TaxPlnDist.TaxPlnDist.MndtryDistDt
Next Distribution Date
x_TaxPlnDist.TaxPlnDist.NxtDistDt
AURCLC
Auto Recalculate Distribution
x_TaxPlnDist.TaxPlnDist.RecalcDistAmtCode
RQMIND
Required Minimum Distribution
x_TaxPlnDist.TaxPlnDist.ReqMinDistAmt
Distribution Begin Date
x_TaxPlnDist.TaxPlnDist.StartDistDt
Beneficiary Age on 12/31
x_TaxPlnDist.TaxPlnDist.CalcBenfAge
WAIVED
Waive Mandatory Distribution
x_TaxPlnDist.TaxPlnDist.WavMndtryDistCode
AURDCE
Adjust/Reduce Final Payment
x_TaxPlnDist.TaxPlnDist.RedLastAnnDistCode
RQOVRD
Spousal Beneficiary Age Override
x_TaxPlnDist.TaxPlnDist.MinRDAAgeOvrrdCode
SNGJNT
Distribution Calculation Code
x_TaxPlnDist.TaxPlnDist.OwnDistCalcMthdCode
BEGLIF
Distribution Factor
x_TaxPlnDist.TaxPlnDist.DistFactor
RQSOLE
Sole Spousal Beneficiary
x_TaxPlnDist.SoleSpousDistDesc
FXPWHF
Federal Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithAltRate
6
Federal Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithYTD
FXPWHS
State Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate
FIXWHS
State Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithFixAmt
State Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithYTD
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Last updated Fri Dec 13 2024