Refer to the following table when completing the fields on the IRA Decedents worksheet in your Mass Upload Excel workbook.
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm. |
| Salutation | Y | |
| First name | Y | |
| Last name | Y | |
| Inheritor type | Y | One of:
|
| Date of Birth | ||
| Date of Death | ||
| Country | Y | |
| Document type | Y | One of:
|
| Country of issuance | Y | ISO 3166-1 for 3-letter country codes (http://www.iso.org) |
| Number | Y | |
| Residence Country | Y | |
| Residence State | Y |