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
Restriction for CDPLAN/DISMTB/CD3900
PlnCustRec.PlnCust.BenfDistCode.Rstr
DTHDS7
Distribution Date
PlnCustRec.PlnCust.DeathDistDt
Integer
DTHDST
Death Distributed
PlnCustRec.PlnCust.DeathDist
Restriction for CDPLAN/DTHDST/CD0121
PlnCustRec.PlnCust.DeathDist.Rstr
FRSTD7
First Deposit Date
PlnCustRec.PlnCust.FirstContrbDt
Restriction for CDPLAN/FRSTD6/CD0121
PlnCustRec.PlnCust.FirstContrbDt.Rstr
Original Owner Date of Birth
PlnCustRec.PlnCust.OrigOwnBirthDt
Restriction for CDPLAN/DOOB/CD0121
PlnCustRec.PlnCust.OrigOwnBirthDt.Rstr
Original Owner Date of Death
PlnCustRec.PlnCust.OrigOwnDeceaseDt
Restriction for CDPLAN/DOOD/CD0121
PlnCustRec.PlnCust.OrigOwnDeceaseDt.Rstr
BEFOWN
Beneficiary Of
PlnCustRec.PlnCust.OrigOwnName
30
Restriction for CDPLAN/BEFOWN/CD0121
PlnCustRec.PlnCust.OrigOwnName.Rstr
PLNDT7
Plan Established Date
PlnCustRec.PlnCust.PlnEstbDt
Restriction for CDPLAN/PLNDT6/CD0121
PlnCustRec.PlnCust.PlnEstbDt.Rstr
FEECOD
Fee Code
PlnCustRec.PlnCust.PlnFeeCode
Restriction for CDPLAN/FEECOD/CD0121
PlnCustRec.PlnCust.PlnFeeCode.Rstr
QRPCIF
QRP Customer Number
PlnCustRec.PlnCust.QRPCustId
Restriction for CDPLAN/QRPCIF/CD0121
PlnCustRec.PlnCust.QRPCustId.Rstr
QRPNO
QRP Plan Number
PlnCustRec.PlnCust.QRPPlnId
Restriction for CDPLAN/QRPNO/CD0121
PlnCustRec.PlnCust.QRPPlnId.Rstr
Auto Calculate Beneficiary is Spouse
PlnCustRec.PlnCust.SoleSpousBenf
SPOUSL
Spousal IRA
PlnCustRec.PlnCust.SpousPlnCode
Restriction for CDPLAN/SPOUSL/CD0121
PlnCustRec.PlnCust.SpousPlnCode.Rstr
RQSNGL
Spousal Beneficiary Single Life Election
PlnCustRec.PlnCust.SpousSingleOwn
Contributions Prior Year
PlnCustRec.PlnCust.CntrbAmtPriorYTD
11
2
Contributions YTD
PlnCustRec.PlnCust.CntrbAmtYTD
Date of Death
PlnCustRec.PlnCust.PlanDistDeceasedDt
Restriction for CDPLAN/DOD/CD0121
PlnCustRec.PlnCust.PlanDistDeceasedDt.Rstr
CFMAST
CFNA1
Customer name
PlnCustRec.PlnAddrInfo.Addr.FreeFormAddrArray.AddrLineInfo.AddrLine
40
CFNA4
City state zip
CFNA2
Address Line 1
PlnCustRec.PlnAddrInfo.Addr.StreetAddr1
CFNA3
Address Line 2
PlnCustRec.PlnAddrInfo.Addr.StreetAddr2
CDPAR6
P6DESC
Plan Code Description
PlnCustRec.PlnDesc
35
AGE
Age on 12/31
PlnCustRec.CustAgeAtEOY
Date of Birth
PlnCustRec.BirthDt
Restriction for CDPLAN/DOB/CD0121
PlnCustRec.BirthDt.Rstr
PlnCustRec.DeceasedDt
PlnCustRec.DeceasedDt.Rstr
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
Restriction for CDPLAN/AUDIST/CD0121
x_TaxPlnDist.TaxPlnDist.AutoStartDistCode.Rstr
AUDLAY
Auto Delay Initial Distribution
x_TaxPlnDist.TaxPlnDist.DlyFirstDistCode
Restriction for CDPLAN/AUDLAY/CD0121
x_TaxPlnDist.TaxPlnDist.DlyFirstDistCode.Rstr
DEPACT
Deposit Account Number
x_TaxPlnDist.TaxPlnDist.DistAcctId
Restriction for CDPLAN/DEPACT/CD3900
x_TaxPlnDist.TaxPlnDist.DistAcctId.Rstr
DEPTYP
Deposit Account Type
x_TaxPlnDist.TaxPlnDist.DistAcctType
Restriction for CDPLAN/DEPTYP/CD3900
x_TaxPlnDist.TaxPlnDist.DistAcctType.Rstr
DISAMT
Remaining Distribution Amount
x_TaxPlnDist.TaxPlnDist.DistAmtRem
DISCAL
Distribution Calculation Code
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode
Restriction for CDPLAN/DISCAL/CD3900
x_TaxPlnDist.TaxPlnDist.DistCalcMthdCode.Rstr
DISDAY
Distribution Day of Month
x_TaxPlnDist.TaxPlnDist.DistDayofMonth
Restriction for CDPLAN/DISDAY/CD3900
x_TaxPlnDist.TaxPlnDist.DistDayofMonth.Rstr
DISTRM
Distribution Term
x_TaxPlnDist.TaxPlnDist.DistFrq
Restriction for CDPLAN/DISTRM/CD3900
x_TaxPlnDist.TaxPlnDist.DistFrq.Rstr
DISTCD
Distribution Term Code
x_TaxPlnDist.TaxPlnDist.DistFrqCode
Restriction for CDPLAN/DISTCD/CD3900
x_TaxPlnDist.TaxPlnDist.DistFrqCode.Rstr
PLSINT
Distribution Plus Interest
x_TaxPlnDist.TaxPlnDist.DistIncIntCode
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
DISORD
Distribution Order Code
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode
Restriction for CDPLAN/DISORD/CD0121
x_TaxPlnDist.TaxPlnDist.DistSeqOrderCode.Rstr
DISSTA
Distribution Status
x_TaxPlnDist.TaxPlnDist.DistStatCode
DISTRN
Distribution Tran Code
x_TaxPlnDist.TaxPlnDist.DistTrnCode
Restriction for CDPLAN/DISTRN/CD3900
x_TaxPlnDist.TaxPlnDist.DistTrnCode.Rstr
Elected Distribution Amount
x_TaxPlnDist.TaxPlnDist.ElecDistAmt
LSTDST
Last Distribution Amount
x_TaxPlnDist.TaxPlnDist.LastDistAmt
Last Distribution Date
x_TaxPlnDist.TaxPlnDist.LastDistDt
Restriction for CDPLAN/DOLD/CD3900
x_TaxPlnDist.TaxPlnDist.LastDistDt.Rstr
Mandatory Distribution Date
x_TaxPlnDist.TaxPlnDist.MndtryDistDt
Next Distribution Date
x_TaxPlnDist.TaxPlnDist.NxtDistDt
Restriction for CDPLAN/DOND/CD3900
x_TaxPlnDist.TaxPlnDist.NxtDistDt.Rstr
AURCLC
Auto Recalculate Distribution
x_TaxPlnDist.TaxPlnDist.RecalcDistAmtCode
Restriction for CDPLAN/AURCLC/CD0121
x_TaxPlnDist.TaxPlnDist.RecalcDistAmtCode.Rstr
RQSOLE
Sole Spousal Distribution
x_TaxPlnDist.TaxPlnDist.SoleSpousDistCode
Restriction for CDPLAN/RQSOLE/CD0121
x_TaxPlnDist.TaxPlnDist.SoleSpousDistCode.Rstr
RQMIND
Required Minimum Distribution
x_TaxPlnDist.TaxPlnDist.ReqMinDistAmt
Distribution Begin Date
x_TaxPlnDist.TaxPlnDist.StartDistDt
Restriction for CDPLAN/DOBD/CD3900
x_TaxPlnDist.TaxPlnDist.StartDistDt.Rstr
Beneficiary Age on 12/31
x_TaxPlnDist.TaxPlnDist.CalcBenfAge
WAIVED
Waive Mandatory Distribution
x_TaxPlnDist.TaxPlnDist.WavMndtryDistCode
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
BEGLIF
Distribution Factor
x_TaxPlnDist.TaxPlnDist.DistFactor
5
Restriction for CDPLAN/BEGLIF/CD3900
x_TaxPlnDist.TaxPlnDist.DistFactor.Rstr
ACTCDD
ACH Company Discretionary
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompDiscrData
Restriction for CDPLAN/ACTCDD/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompDiscrData.Rstr
ACTCED
ACH Company Entry Description
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompEntryDesc
10
Restriction for CDPLAN/ACTCED/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompEntryDesc.Rstr
ACTCID
ACH Company ID
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompId
Restriction for CDPLAN/ACTCID/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompId.Rstr
ACTCOM
ACH Company Name
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompName
Restriction for CDPLAN/ACTCOM/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCompName.Rstr
ACCACT
ACH Credit Account Number
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrAcctId
17
Restriction for CDPLAN/ACCACT/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrAcctId.Rstr
ACTINM
ACH Account Name
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrName
22
Restriction for CDPLAN/ACTINM/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrName.Rstr
ACCBNK
ACH Credit Bank Number
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrRtNum
Restriction for CDPLAN/ACCBNK/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHCrRtNum.Rstr
ACTPNS
ACH Send Prenotice
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHSendPreNoteCode
Restriction for CDPLAN/ACTPNS/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHSendPreNoteCode.Rstr
ACTSEC
ACH SEC
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHStdEntryClass
Restriction for CDPLAN/ACTSEC/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHStdEntryClass.Rstr
ACCTC
ACH Credit Transaction Code
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHTrnCode
Restriction for CDPLAN/ACCTC/CD3900
x_TaxPlnDist.TaxPlnDist.ACHPmtInfo.ACHTrnCode.Rstr
Remaining Dist Amt Desc
x_TaxPlnDist.DistAmtRemDesc
Distribution Order Description
x_TaxPlnDist.DistSeqOrderDesc
15
CDPAR3
C3DESC
Distribution Tran Code Description
x_TaxPlnDist.DistTrnDesc
Elected Dist Amt Desc
x_TaxPlnDist.ElecDistAmtDesc
Required Dist Amt Desc
x_TaxPlnDist.ReqMinDistDesc
FXPWHF
Federal Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithAltRate
Restriction for CDPLAN/FXPWHF/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithAltRate.Rstr
FIXWHF
Federal Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt
Restriction for CDPLAN/FIXWHF/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithFixAmt.Rstr
WHYTD
Federal Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnFedWithYTD
FXPWHS
State Withholding Percentage
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate
Restriction for CDPLAN/FXPWHS/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithAltRate.Rstr
FIXWHS
State Withholding Amount
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithFixAmt
Restriction for CDPLAN/FIXWHS/CD3900
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithFixAmt.Rstr
WHSYTD
State Withholding YTD
x_PlnTaxInfo.TaxPlnTaxInfo.PlnStateWithYTD
IFS Path
ActIntentKey
256
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Last updated Mon Sep 14 2026