Decendent

  • Provide decendent information for inherited IRA accounts.

  • Inherited IRA accounts.

XSD

Copy 
<xsd:complexType name="Decendent" />
<xsd:attribute name="external_id" use="required" />
<xsd:element name="Name" />
<xsd:attribute name="salutation" type="salutation" use="optional" />
<xsd:attribute name="first" type="first" use="Required" />
<xsd:attribute name="middle" type="middle" use="Optional" />
<xsd:attribute name="last" type="last" use="Required" />
<xsd:element name="DOB" use="Required" />
<xsd:element name="Identification" />
<xsd:attribute name="SSN" use="Required" />
<xsd:attribute name="citizenship" use="Required" />
<xsd:element name="DateOfDeath" use="Required" />
<xsd:element name="InheritorType" use="Required" />
<xsd:element name="Relationship" use="Required" />

Parameters

Name

Type

Description

external_id

String

external_id associated with the individual and must be unique for each application. If there are multiple individuals on an account, each individual will have a unique external_id.

first

String; max characters 50

Legal first name of the applicant.

 

middle

String; max characters 50

Middle name of the applicant.

last

String; max characters 50

Legal last name of the applicant.

salutation

Mr.

Mrs.

Ms.

Dr.

Mx.

Ind.

Salutation of the applicant.

DateOfDeath

YYYY-MM-DD

 Date of death
SSN String Social security number, required for the deceased.
InheritorType I Static Value
Relationship Individual Static Value
Copy 
<Decendent external_id="InheritedIRA">
<Name salutation="Ms." first="Tester" last="Doe"/>
<DOB>1927-01-15</DOB>
<Identification SSN="123449977" citizenship="USA"/>
<DateOfDeath>2020-10-03</DateOfDeath>
<InheritorType>I</InheritorType>
<Relationship>Individual</Relationship>
</Decendent>