Refer to the following table when completing the fields on the IRA Entity Beneficiaries 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. |
| Beneficiary type | Y | Primary or Contingent |
| Relationship | Y | One of:
|
| Percentage of ownership | Y | Must total 100%. |
| Trust | ||
| Trust Name | Y (if Trust or Charity) | |
| Execution date | Y | MM/DD/YYYY |
| Article of Will | Y (if Trust) | |
| Salutation | Y (if Trust) | |
| Executor Last name | Y | |
| Executor First name | Y | |
| Address | Y (if Trust or Charity) | |
| City | Y (if Trust or Charity) | |
| State/Province | Y (if Trust or Charity) | |
| Zip Code | Y (if Trust or Charity) | |
| Country | Y (if Trust or Charity) | |