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Mappings

Enterprise SOAP API > API by Reference > Core Services > Tax Plan Inquiry > Providers > CIF2020 > 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