PortfolioTransferInstructionV11sese.012.001.11

PortfolioTransferInstructionV11
PrtflTrfInstr
Mandatory
Message Reference
MsgRef
Mandatory
Pool Reference
PoolRef
Optional
Previous Reference
PrvsRef
Optional
Related Reference
RltdRef
Optional
Primary Individual Investor
PmryIndvInvstr
Optional
Secondary Individual Investor
ScndryIndvInvstr
Optional
Other Individual Investor
OthrIndvInvstr
Repetition (0..n)
Primary Corporate Investor
PmryCorpInvstr
Optional
Secondary Corporate Investor
ScndryCorpInvstr
Optional
Other Corporate Investor
OthrCorpInvstr
Repetition (0..n)

Transferor Account

TrfrAcct
Mandatory

Definition: Identification of the account owned by the investor at the old plan manager (account servicer).

Type: InvestmentAccount69

Identification
Id
Optional
Designation
Dsgnt
Optional
Account Name
AcctNm
Optional
Servicer
Svcr
Optional
Nominee Account
NmneeAcct
Optional
Transferee
Trfee
Mandatory
Product Transfer
PdctTrf
Repetition (1..n)
Market Practice Version
MktPrctcVrsn
Optional
Extension
Xtnsn
Repetition (0..n)
We use cookies to personalize content and ads, as well as to analyze our traffic. We also share information about your use of our site with our advertising and analytics partners who may combine it with other information that you've provided to them or that they've collected from your use of their services.
DenyAllow