Mappings
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Tax Plan Inquiry
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Mappings
Request
CDPLAN
ICIFNO
CIF Number
CustId
7
NA
String
PLAN
IRA plan Code
PlnCode
3
Inquiry Filter 1
IncXtendElemArray.IncXtendElemInfo.XtendElem
20
Inquiry Filter 2
Account Number
AccountId.AcctId
16
CDMAST
ACTYPE
Account Type
AccountId.AcctType
1
Mod Intent Flag
ActIntent
Response
Customer Number
Plan Code
PlanCode
DISMTB
Beneficiary Distribution Method
PlnCustRec.PlnCust.BenfDistCode
DTHDS7
Distribution Date
PlnCustRec.PlnCust.DeathDistDt
Integer
DTHDST
Death Distributed
PlnCustRec.PlnCust.DeathDist
FRSTD7
First Deposit Date
PlnCustRec.PlnCust.FirstContrbDt
Restriction for CDPLAN/DISMTB/CD3900
PlnCustRec.PlnCust.BenfDistCode.Rstr
Original Owner Date of Birth
PlnCustRec.PlnCust.OrigOwnBirthDt
Original Owner Date of Death
PlnCustRec.PlnCust.OrigOwnDeceaseDt
BEFOWN
Beneficiary Of
PlnCustRec.PlnCust.OrigOwnName
30
Restriction for CDPLAN/DTHDST/CD0121
PlnCustRec.PlnCust.DeathDist.Rstr
PLNDT7
Plan Established Date
PlnCustRec.PlnCust.PlnEstbDt
Restriction for CDPLAN/FRSTD6/CD0121
PlnCustRec.PlnCust.FirstContrbDt.Rstr
FEECOD
Fee Code
PlnCustRec.PlnCust.PlnFeeCode
QRPCIF
QRP Customer Number
PlnCustRec.PlnCust.QRPCustId
QRPNO
QRP Plan Number
PlnCustRec.PlnCust.QRPPlnId
Restriction for CDPLAN/DOOB/CD0121
PlnCustRec.PlnCust.OrigOwnBirthDt.Rstr
SPOUSL
Spousal IRA
PlnCustRec.PlnCust.SpousPlnCode
RQSNGL
Spousal Beneficiary Single Life Election
PlnCustRec.PlnCust.SpousSingleOwn
Restriction for CDPLAN/DOOD/CD0121
PlnCustRec.PlnCust.OrigOwnDeceaseDt.Rstr
Contributions Prior Year
PlnCustRec.PlnCust.CntrbAmtPriorYTD
11
2
Restriction for CDPLAN/BEFOWN/CD0121
PlnCustRec.PlnCust.OrigOwnName.Rstr
Contributions YTD
PlnCustRec.PlnCust.CntrbAmtYTD
Restriction for CDPLAN/PLNDT6/CD0121
PlnCustRec.PlnCust.PlnEstbDt.Rstr
CFMAST
CFNA1
Customer name
PlnCustRec.PlnAddrInfo.Addr.FreeFormAddrArray.AddrLineInfo.AddrLine
35
CFNA4
City state zip
CFNA2
Address Line 1
PlnCustRec.PlnAddrInfo.Addr.StreetAddr1
CFNA3
Address Line 2
PlnCustRec.PlnAddrInfo.Addr.StreetAddr2
Restriction for CDPLAN/FEECOD/CD0121
PlnCustRec.PlnCust.PlnFeeCode.Rstr
Restriction for CDPLAN/QRPCIF/CD0121
PlnCustRec.PlnCust.QRPCustId.Rstr
Restriction for CDPLAN/QRPNO/CD0121
PlnCustRec.PlnCust.QRPPlnId.Rstr
Auto Calculate Beneficiary is Spouse
PlnCustRec.PlnCust.SoleSpousBenf
Restriction for CDPLAN/SPOUSL/CD0121
PlnCustRec.PlnCust.SpousPlnCode.Rstr
CDPAR6
P6DESC
Plan Code Description
PlnCustRec.PlnDesc
AGE
Age on 12/31
PlnCustRec.CustAgeAtEOY
Date of Birth
PlnCustRec.BirthDt
Date of Death
PlnCustRec.DeceasedDt
RATE
Plan Average Rate
PlnCustRec.PlnAvgRate
9
8
CBAL
Plan Current Balance
PlnCustRec.PlnCurBal
YTDINT
Plan Interest YTD
PlnCustRec.PlnYTDInt
P6TYPE
Plan Type
PlnCustRec.PlnType
Beneficiary(s) Exist
PlnCustRec.CondNotfArray.CondNotfInfo.CondNotf
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
DISDAY
Distribution Day of Month
x_TaxPlnDist.TaxPlnDist.DistDayofMonth
DISTRM
Distribution Term
x_TaxPlnDist.TaxPlnDist.DistFrq
DISTCD
Distribution Term Code
x_TaxPlnDist.TaxPlnDist.DistFrqCode
PLSINT
Distribution Plus Interest
x_TaxPlnDist.TaxPlnDist.DistIncIntCode
DISORD
Distribution Order Code
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode
DISSTA
Distribution Status
x_TaxPlnDist.TaxPlnDist.DistStatCode
DISTRN
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
RQSOLE
Sole Spousal Distribution
x_TaxPlnDist.TaxPlnDist.SoleSpousDistCode
RQMIND
Required Minimum Distribution
x_TaxPlnDist.TaxPlnDist.ReqMinDistAmt
Distribution Begin Date
x_TaxPlnDist.TaxPlnDist.StartDistDt
WAIVED
Waive Mandatory Distribution
x_TaxPlnDist.TaxPlnDist.WavMndtryDistCode
PlnCustRec.PlnCust.PlanDistDeceasedDt
Restriction for CDPLAN/DOD/CD0121
PlnCustRec.PlnCust.PlanDistDeceasedDt.Rstr
ACTCDD
ACH Company Discretionary
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompDiscrData
ACTCED
ACH Company Entry Description
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompEntryDesc
10
ACTCID
ACH Company ID
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompId
ACTCOM
ACH Company Name
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompName
ACCACT
ACH Credit Account Number
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrAcctId
17
ACTINM
ACH Account Name
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrName
22
ACCBNK
ACH Credit Bank Number
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrRtNum
ACTPNS
ACH Send Prenotice
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHSendPreNoteCode
ACTSEC
ACH SEC
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHStdEntryClass
ACCTC
ACH Credit Transaction Code
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHTrnCode
Distribution Order Description
x_TaxPlnDist.DistSeqOrderDesc
15
CDPAR3
C3DESC
Distribution Tran Code Description
x_TaxPlnDist.DistTrnDesc
40
Elected Dist Amt Desc
x_TaxPlnDist.ElecDistAmtDesc
14
Restriction for CDPLAN/DOB/CD0121
PlnCustRec.BirthDt.Rstr
Required Dist Amt Desc
x_TaxPlnDist.ReqMinDistDesc
PlnCustRec.DeceasedDt.Rstr
Restriction for CDPLAN/AUDIST/CD0121
x_TaxPlnDist.TaxPlnDist.AutoStartDistCode.Rstr
Restriction for CDPLAN/AUDLAY/CD0121
x_TaxPlnDist.TaxPlnDist.DlyFirstDistCode.Rstr
FXPWHF
Federal Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithAltRate
Restriction for CDPLAN/DEPACT/CD3900
x_TaxPlnDist.TaxPlnDist.DistAcctId.Rstr
FIXWHF
Federal Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt
Restriction for CDPLAN/DEPTYP/CD3900
x_TaxPlnDist.TaxPlnDist.DistAcctType.Rstr
WHYTD
Federal Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithYTD
DISCAL
Distribution Calculation Code
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode
Restriction for CDPLAN/DISCAL/CD3900
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode.Rstr
FXPWHS
State Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate
Restriction for CDPLAN/DISDAY/CD3900
x_TaxPlnDist.TaxPlnDist.DistDayofMonth.Rstr
FIXWHS
State Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithFixAmt
Restriction for CDPLAN/DISTRM/CD3900
x_TaxPlnDist.TaxPlnDist.DistFrq.Rstr
WHSYTD
State Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithYTD
Restriction for CDPLAN/DISTCD/CD3900
x_TaxPlnDist.TaxPlnDist.DistFrqCode.Rstr
Restriction for CDPLAN/PLSINT/CD3900
x_TaxPlnDist.TaxPlnDist.DistIncIntCode.Rstr
Distribution Amount
x_TaxPlnDist.TaxPlnDist.DistAmt
Restriction for CDPLAN/DISAMT/CD0121
x_TaxPlnDist.TaxPlnDist.DistAmt.Rstr
Restriction for CDPLAN/DISORD/CD0121
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode.Rstr
Restriction for CDPLAN/DISTRN/CD3900
x_TaxPlnDist.TaxPlnDist.DistTrnCode.Rstr
Restriction for CDPLAN/DOLD/CD3900
x_TaxPlnDist.TaxPlnDist.LastDistDt.Rstr
BEGLIF
Distribution Factor
x_TaxPlnDist.TaxPlnDist.DistFactor
5
Restriction for CDPLAN/DOND/CD3900
x_TaxPlnDist.TaxPlnDist.NxtDistDt.Rstr
Restriction for CDPLAN/AURCLC/CD0121
x_TaxPlnDist.TaxPlnDist.RecalcDistAmtCode.Rstr
Restriction for CDPLAN/RQSOLE/CD0121
x_TaxPlnDist.TaxPlnDist.SoleSpousDistCode.Rstr
Restriction for CDPLAN/DOBD/CD3900
x_TaxPlnDist.TaxPlnDist.StartDistDt.Rstr
Beneficiary Age on 12/31
x_TaxPlnDist.TaxPlnDist.CalcBenfAge
Restriction for CDPLAN/WAIVED/CD3900
x_TaxPlnDist.TaxPlnDist.WavMndtryDistCode.Rstr
RQOVRD
Distribution 10 Year Rule Override
x_TaxPlnDist.TaxPlnDist.MinRDAAgeOvrrdCode
Restriction for CDPLAN/RQOVRD/CD0121
x_TaxPlnDist.TaxPlnDist.MinRDAAgeOvrrdCode.Rstr
AURDCE
Adjust/Reduce Final Payment
x_TaxPlnDist.TaxPlnDist.RedLastAnnDistCode
Restriction for CDPLAN/AURDCE/CD0121
x_TaxPlnDist.TaxPlnDist.RedLastAnnDistCode.Rstr
DISMET
Owner Distribution Method
x_TaxPlnDist.TaxPlnDist.OwnDistCalcMthdCode
Restriction for CDPLAN/DISMET/CD3900
x_TaxPlnDist.TaxPlnDist.OwnDistCalcMthdCode.Rstr
Restriction for CDPLAN/BEGLIF/CD3900
x_TaxPlnDist.TaxPlnDist.DistFactor.Rstr
Restriction for CDPLAN/ACTCDD/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompDiscrData.Rstr
Restriction for CDPLAN/ACTCED/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompEntryDesc.Rstr
Restriction for CDPLAN/ACTCID/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompId.Rstr
Restriction for CDPLAN/ACTCOM/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompName.Rstr
Restriction for CDPLAN/ACCACT/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrAcctId.Rstr
Remaining Dist Amt Desc
x_TaxPlnDist.DistAmtRemDesc
Restriction for CDPLAN/ACTINM/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrName.Rstr
Restriction for CDPLAN/ACCBNK/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrRtNum.Rstr
Restriction for CDPLAN/ACTPNS/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHSendPreNoteCode.Rstr
Restriction for CDPLAN/ACTSEC/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHStdEntryClass.Rstr
Restriction for CDPLAN/ACCTC/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHTrnCode.Rstr
Restriction for CDPLAN/FXPWHF/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithAltRate.Rstr
Restriction for CDPLAN/FIXWHF/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt.Rstr
Restriction for CDPLAN/FXPWHS/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate.Rstr
Restriction for CDPLAN/FIXWHS/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithFixAmt.Rstr
IFS Path
ActIntentKey
256
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Last updated Fri Dec 13 2024