x maestro field data dictionary€¦ · field data dictionary. imm confidential - ver 7.22...

Copyright © 2017 IMM • Do Not Distribute without IMM Permission • Rev 1/24/2018 •

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Style Sheet (XMLConvert_Maestro.XSL) 4.10

MaestroField Data Dictionary

iMM Confidential - Ver 7.22 1/24/2018 of 169

Index:System Information

Product Information

FI Information

Membership:Membership Information

Membership Standard Account Services Information

Membership Privacy and Certification Information

Subshares:Subshares information

AccountAccount Information

Primary Member:Primary Member Information - Only one

Primary Member Email Information

Primary Member Phone Information

Primary Member Primary Address Information

Primary Member Alternate Address

Primary Member Physical Address


Primary Member Previous Address

Primary Member Employer Information

Primary Member Nearlest Relative Information

Primary Member Nearlest Relative Address Information

Primary Member Nearlest Relative Phone Information

Primary Member ChexSystems Reports

Primary Owner Privacy and Certification Information

Entity:Entity Information - Only one

Entity Email Information

Entity Phone Information

Entity Primary Address

Entity Alternate Address

Entity Physical Address

Entity Owner Privacy and Certification Information

Joint Owner:Joint Owner Information - The Document can be mapped for maximum 5 Joint Owner information.

Joint Owner Email Information

Joint Owner Phone Information


Joint Owner Primary Address

Joint Member Alternate Address

Joint Member Physical Address

Joint Owner Previous Address

Joint Owner Employer Information

Joint Owner Privacy and Certification Information

Joint Owner ChexSystems Reports

Beneficiary:Beneficiary Information - The Document can be mapped for maximum 6 Beneficiaries information.

Beneficiary Primary Phone Information

Beneficiary Primary Address Information

Contingent Beneficiary:Contingent Beneficiary Information - The Document can be mapped for maximum 4 Contingent Beneficiaries information.

Contingent Beneficiary Primary Phone Information

Contingent Beneficiary Primary Address Information

Authorized Signer:Authorized Signer Information - The Document can be mapped for maximum 4 Authorized Signers information.

Authorized Signer Email Information

Authorized Signer Phone Information


Authorized Signer Primary Address Information

Authorized Signer Previous Address Information

Trustee:Trustee Information - The Document can be mapped for maximum 2 Trustees information.

Trustee Email Information

Trustee Primary Phone Information

Trustee Primary Address Information

Sucessor Trustee:Sucessor Trustee Information - The Document can be mapped for maximum 2 Sucessor Trustees information.

Sucessor Trustee Primary Phone Information

Sucessor Trustee Primary Address Information

Custodial:Custodial Information - The Document can be mapped for maximum 4 Custodials information.

Custodial Primary Phone Information

Custodial Primary Address Information

Power of Attorney:Power of Attroney Information - The Document can be mapped for maximum 2 Power of Attorney information.

Power of Attroney Primary Phone Information

Power of Attroney Primary Address Information


Trustor/Grantor:Trustor/Grantor Information - The Document can be mapped for maximum 2 Trustor's/Grantor's.

Trustor/Grantor Primary Phone Information

Trustor/Grantor Primary Address Information

Governing Member:Governing Member Information - The Document can be mapped for maximum 5 Governing Member's information.

Contingent Trust BeneficiaryContingent Trust Beneficiary Information - The Document can be mapped for maximum 4 Contingent Trust Beneficiary's information.

Authorized BorrowerAuthorized Borrower Information - The Document can be mapped for maximum 4 Authorized Borrower's information.

Designated VoterDesignated Voter Information - The Document can be mapped for Only One Designated Voter's information.

Successor CustodianSuccessor Custodian Information - The Document can be mapped for maximum 4 Successor Custodian's information.

Trust BeneficiaryTrust Beneficiary Information - The Document can be mapped for maximum 4 Trust Beneficiary's information. Sub-share JointSub-share Joint Information - The Document can be mapped for maximum 6 Sub-share Joint's information. FiduciaryFiduciary Information - The Document can be mapped for maximum 6 Fiduciary's information. Executor InformationExecutor Information - The Document can be mapped for maximum 6 Executor's information. Guardian InformationGuardian Information - The Document can be mapped for maximum 6 Guardian's information. Representative Payee InformationRepresentative Payee Information - The Document can be mapped for maximum 6 Representative Payee's information. Personal Representative Information


Personal Representative Information - The Document can be mapped for maximum 6 Personal Representative's information. Administrator InformationAdministrator Information - The Document can be mapped for maximum 6 Administrator's information. Agent InformationAgent Information - The Document can be mapped for maximum 6 Agent's information. Certificate Joint Certificate Joint - The Document can be mapped for maximum 6 Certificate Joint's information.


IMM Field Name Description

Field Type for PDF

Entry Field(EF)\

Checkbox(CB)

Section Name

System InformationHost XML Hirarchy: \\DATA\SYSTEM_INFO

SYS_DATE System Information - Current system date (MM-DD-YYYY format) EF System Information

SYS_DATE_DD System Information - Two Digit Day from system Date EF System Information

SYS_DATE_ORD System Information - Ordinal Letters frpm system Date(Ex: st, nd, rd, th) EF System Information

SYS_DATE_MM System Information - Month (Spelled out) From system Date (Ex: January, February, March etc) EF System Information

SYS_DATE_YY System Information - Four digit Year From system Date EF System Information

SYS_DATE_TEXT System Information - System Date in long format ex. 12 Apr 2007 EF System Information

SYS_TIME System Information - Current system time (HH:MM:SS am/pm format) 12 hour clock EF System Information

SYS_ARMY_TIME System Information - Current system time (HH:MM:SS format) 24 hour clock EF System Information

SYS_DATE_TIME System Information - Current system Date and time (MM-DD-YYYY HH:MM:SS format) 12 hour clock EF System Information

SYS_DATE_ARMY_TIME System Information - Current system Date and time (MM-DD-YYYY HH:MM:SS format) 24hour clock EF System Information

SYS_TELLER_ID System Information - Current Teller ID EF System Information

SYS_TELLER_INIT System Information - Current Teller initials EF System Information

Maestro Enrollment Dictionary:


SYS_TELLER_NAME System Information - Current Teller Name EF System Information

SYS_TELLER_TITLE System Information - Current Teller title EF System Information

SYS_TELLER_FULLPHONE System Information - Current Teller Phone number with Extention EF System Information

SYS_CUR_BRANCH_NBR System Information - Current Branch Number EF System Information

SYS_CUR_BRANCH_NAME System Information - Current Branch Name EF System Information

Product InformationHost XML Hirarchy: \\DATA\PRODUCT

IMM_DOCSET_TYPE Product Information - Document set name defined in TotaleAtlas Product Information

FI Information Host XML Hirarchy: \\DATA\SYSTEM_INFO\FI_INFO

FI_FULL_NAME FI Information - FI full name EF FI Information

FI_FULLPHONE FI Information - FI Phone number EF FI Information

FI_ADDR_STREET FI Information - FI Street Address EF FI Information

FI_ADDR_STR_EXTRA FI Information - FI Street Address line 2 EF FI Information

FI_ADDR_CITY FI Information - FI City EF FI Information


FI_ADDR_ST FI Information - FI State EF FI Information

FI_ADDR_ZIP FI Information - FI Zip (99999-9999 format) EF FI Information

FI_ADDR_CSZ FI Information - iMM Calculated Field, Concatenated City, State Zip EF FI Information

FI_FAXNO FI Information - FI Fax number EF FI Information

Membership InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBERSHIP_INFO

MS_MEMBER_NBR Membership Information - Member Number (DataSafe Account Number) EF Membership Information

ACT_NBR Membership Information - Account Number (DataSafe Suffix) EF Membership Information

MS_PRIMARY_EXISTING_ACCT_NBR Membership Information - Prefilled Account Number (Primary) - Existing Account number EF Membership Information

MS_OWNERSHIP_TYPE_DESC Membership Information - Account Ownership Description EF Membership Information

MS_EMPLOYEE_DESC Membership Information - Employee Description EF Membership Information

MS_ELIGIBLE_THROUGH_DESC Membership Information - Eligible for Membership Through EF Membership Information

MS_LIVE_WORK_STUDY_IN_DESC Membership Information - Live\Work\Study\Workship in EF Membership Information

MS_FAMILY_MEMBER_RELATION Membership Information - Family Household Relation EF Membership Information

MS_FAMILY_MEMBER_DESC Membership Information - Family Household Member EF Membership Information

MS_FAMILY_MEMBER_ACCT Membership Information - Family Household Member Account EF Membership Information


MS_PAYABLE_ON_DEATH_FLAG_Y Membership Information - IS this Account Payable on Death? - Yes EF Membership Information

MS_PAYABLE_ON_DEATH_FLAG_N Membership Information - IS this Account Payable on Death? - No iMM Calculated Field if "FLAG_Y" is available CB Membership Information

MS_ELG_UNDESRV_DESC Membership Information - Eligible as Underserved Description EF Membership Information

MS_ELG_UNDESRV_FLAG_Y Membership Information - Eligible as Underserved - Yes CB Membership Information

MS_ELG_UNDESRV_FLAG_N Membership Information - Eligible as Underserved - No iMM Calculated Field if "FLAG_Y" is available CB Membership Information

MS_ELG_UNDESRV_ADDRESS1 Membership Information - Eligible as Underserved - Address1 EF Membership Information

MS_ELG_UNDESRV_ADDRESS2 Membership Information - Eligible as Underserved - Address2 EF Membership Information

MS_ELG_UNDESRV_APT Membership Information - Eligible as Underserved - Apt No EF Membership Information

MS_ELG_UNDESRV_CITY Membership Information - Eligible as Underserved - City EF Membership Information

MS_ELG_UNDESRV_STATE Membership Information - Eligible as Underserved - State EF Membership Information

MS_ELG_UNDESRV_ZIP Membership Information - Eligible as Underserved - Zip EF Membership Information

MS_ELG_UNDESRV_CENSUS_TRCT Membership Information - Eligible as Underserved - Census Tract EF Membership Information

MS_NO_OF_JN_OWNERS Membership Information - Number of Joint Account Owners EF Membership Information

MS_NO_OF_TE_OWNERS Membership Information - Number of Trusteess EF Membership Information

MS_NO_OF_BE_OWNERS Membership Information - Number of Beneficiary EF Membership Information

MS_NO_OF_CB_OWNERS Membership Information - Number of Contingent Beneficiary EF Membership Information

MS_NO_OF_AB_OWNERS Membership Information - Number of Authorized Borrowers EF Membership Information

MS_NO_OF_GB_OWNERS Membership Information - Number of Contingent Trust Beneficiaries EF Membership Information

MS_NO_OF_OP_OWNERS Membership Information - Number of Governing Members EF Membership Information


MS_NO_OF_GM_OWNERS Membership Information - Number of Other Persons EF Membership Information

MS_NO_OF_PA_OWNERS Membership Information - Number of Power of Attorney EF Membership Information

MS_NO_OF_SJ_OWNERS Membership Information - Number of SubShare Joint Owners EF Membership Information

MS_NO_OF_SC_OWNERS Membership Information - Number of Sucessor Custodians EF Membership Information

MS_NO_OF_ST_OWNERS Membership Information - Number of Successor Trustees EF Membership Information

MS_NO_OF_TB_OWNERS Membership Information - Number of Trust Beneficiaries EF Membership Information

MS_NO_OF_TG_OWNERS Membership Information - Number of Trustors EF Membership Information

MS_NO_OF_DV_OWNERS Membership Information - Number of Voters EF Membership Information

MS_NO_OF_EX_OWNERS Membership Information - Number of Executors EF Membership Information

MS_NO_OF_GU_OWNERS Membership Information - Number of Guardians EF Membership Information

MS_NO_OF_RP_OWNERS Membership Information - Number of Representative Payees EF Membership Information

MS_NO_OF_PR_OWNERS Membership Information - Number of Personal Representatives EF Membership Information

MS_NO_OF_AD_OWNERS Membership Information - Number of Administrators EF Membership Information

MS_NO_OF_AG_OWNERS Membership Information - Number of Agents EF Membership Information

MS_USEOF_CB_OWNERS_FLAG_Y Membership Information - Use of Contingent Beneficiary? Yes CB Membership Information

MS_USEOF_CB_OWNERS_FLAG_N Membership Information - Use of Contingent Beneficiary? No iMM Calculated Field if "FLAG_Y" is available CB Membership Information

MS_NO_OF_ST_OWNERS Membership Information - Number of Successor Trustee EF Membership Information

MS_USEOF_ST_OWNERS_FLAG_Y Membership Information - Use of Successor Trustee? Yes CB Membership Information

MS_USEOF_ST_OWNERS_FLAG_N Membership Information - Use of Successor Trustee? No iMM Calculated Field if "FLAG_Y" is available CB Membership Information


MS_NO_OF_CT_OWNERS Membership Information - Number of Custodian EF Membership Information

MS_USEOF_AS_OWNERS_FLAG_Y Membership Information - Use of Authorized Signers? Yes CB Membership Information

MS_USEOF_AS_OWNERS_FLAG_N Membership Information - Use of Authorized Signers? No iMM Calculated Field if "FLAG_Y" is available CB Membership Information

MS_NO_OF_AS_OWNERS Membership Information - Number of Authorized Signatories EF Membership Information

MS_OPENED_SUFFIXES Membership Information - Suffixes that are opened. If there are more than one suffix opened they will be separated by a comma. EF Membership Information

MS_OPENED_SHARE_CLASSESMembership Information - Share classes that are opened. If there are more than one share class opened they will be separated by a comma.

EF Membership Information

MS_OWNERSHIP_TYPE_CODE Membership Information - Ownership Type Code EF Membership Information

MS_ATM_CARD_DESC Membership Information - Name of ATM Card selected EF Membership Information

MS_DEBIT_CARD_DESC Membership Information - Name of DEBIT Card selected EF Membership Information

MS_SUBSHARE_CATEGORY_DESC Membership Information - Subshare Category (i.e., Checking, Savings, Money Market, Certificate, Club or Other, etc.) EF Membership Information

MS_SUBSHARE_ACCT_NAME Membership Information - Subshare Account Name selected EF Membership Information

MS_ODP_SHARE_DRAFT Membership Information - Selected ODP on Share Draft EF Membership Information

MS_FUND_ON_SUBSHARE_AMT Membership Information - Funding Amount on a particular Subshare EF Membership Information

MS_STATE_ID_EXPIRE_DATE Membership Information - Total Funding Amount for all subshares selected EF Membership Information

MS_STATE_ID_ISSUE_DATE Membership Information - Internal Funding – Account number from which funds will be transferred for funding the new account EF Membership Information

MS_TYPE_ACCT_FROM_TRANSFER Membership Information - Internal Funding – Type of account (checking or savings) from which the funds are being transferred EF Membership Information

MS_FUNDING_OPTION Membership Information - Funding option EF Membership Information

MS_TRANSFER_TO_SUFFIX Membership Information - Internal Funding – Suffix from which the funds are to be transferred to fund the new account EF Membership Information


MS_CERTIFICATE_OR_SUBSHARE Membership Information - Certificate or Subshare EF Membership Information

MS_SUBSHARE_LABEL Membership Information - Subshare label that displays on the page for the teller and/or member to select EF Membership Information

MS_EMPLOYEE_CODE_DESC Membership Information - Employee Code Description EF Membership Information

MS_OWNERSHIP_TYPE Membership Information - Ownership Type EF Membership Information

MS_BUSINESS_CODE_AND_DESC Membership Information - Business code and description EF Membership Information

MS_BUSINESS_CODE Membership Information - Business code EF Membership Information

MS_NAICS_CODE Membership Information - NAICS Code EF Membership Information

MS_NAICS_DESC Membership Information - NAICS code and description EF Membership Information

MS_EMP_CODE Membership Information - Employee Code EF Membership Information

MS_HEAR_ABOUT_US Membership Information - Hear About Us EF Membership Information

MS_MBR_ELIGIBILITY_INFO Membership Information - Membership Eligibility Info EF Membership Information

MS_FAMILY_ADDRESS Membership Information - Family Address EF Membership Information

MS_APP_SERVICE_NAME Membership Information - Service Name EF Membership Information

MS_REMOTE_IP Membership Information - Remote IP Address EFMembership Information

Membership Standard Account Services InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBERSHIP_INFO


MS_SRV_AUDIO_USER_FLAG_Y Membership Standard Account Services Information - Audio User? - Yes CB Membership Standard Account

Services Information

MS_SRV_AUDIO_USER_FLAG_N Membership Standard Account Services Information - Audio User? - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_HOME_BANK_USER_FLAG_Y Membership Standard Account Services Information - Home Banking User? - Yes CB Membership Standard Account


MS_SRV_HOME_BANK_USER_FLAG_N Membership Standard Account Services Information - Home Banking User? - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_BILL_PAY_FLAG_Y Membership Standard Account Services Information - Membership Standard Account Services Information - Internet Bil lPayer - Yes CB Membership Standard Account


MS_SRV_BILL_PAY_FLAG_N Membership Standard Account Services Information - Internet BillPayer - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_WEBLOAN_FLAG_Y Membership Standard Account Services Information - WebLoan - Yes CB Membership Standard Account


MS_SRV_WEBLOAN_FLAG_N Membership Standard Account Services Information - WebLoan - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_EDOCUMENTS_FLAG_Y Membership Standard Account Services Information - e-Documents - Yes CB Membership Standard Account


MS_SRV_EDOCUMENTS_FLAG_N Membership Standard Account Services Information - e-Documents - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_MSMONEY_FLAG_Y Membership Standard Account Services Information - Member Services Money - Yes CB Membership Standard Account



MS_SRV_MSMONEY_FLAG_N Membership Standard Account Services Information - Member Services Money - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_QUICKEN_FLAG_Y Membership Standard Account Services Information - Intuit Quicken - Yes CB Membership Standard Account


MS_SRV_QUICKEN_FLAG_N Membership Standard Account Services Information - Intuit Quicken - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_ESTATEMENTS_FLAG_Y Membership Standard Account Services Information - Regular e-statements - Yes CB Membership Standard Account


MS_SRV_ESTATEMENTS_FLAG_N Membership Standard Account Services Information - Regular e-statements - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_CC_STATEMENTS_FLAG_Y Membership Standard Account Services Information - Credit Card e-Statements - Yes CB Membership Standard Account


MS_SRV_CC_STATEMENTS_FLAG_N Membership Standard Account Services Information - Credit Card e-Statements - No iMM Calculated Field if "FLAG_Y" is available CB Membership Standard Account


MS_SRV_EMAIL_FLAG_Y Membership Standard Account Services Information - Automatically opt into eMail Services - Yes CB Membership Standard Account


MS_SRV_EMAIL_FLAG_NMembership Standard Account Services Information - Automatically opt into eMail Services - No iMM Calculated Field if "FLAG_Y" is available

CB Membership Standard Account Services Information

MS_SRV_PASSWORD Membership Standard Account Services Information - Account Password for service EF Membership Standard Account


MS_SRV_REMINDER_QUESTION Membership Standard Account Services Information - Reminder Question EF Membership Standard Account



MS_LIVE_WORK_STUDY_IN_DESC Membership Standard Account Services Information - Live/Work/Study/Worship EF Membership Standard Account


MS_MEMBERSHIP_CODE Membership Standard Account Services Information - Membership Code EF Membership Standard Account


MS_OTHER_BUS_ACCT_SVCS_FLAG_Y Membership Standard Account Services Information - Other Business Account Services CB Membership Standard Account


Membership Privacy and Certification InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBERSHIP_INFO

MS_PVCCERT_SHARE_FLAG_Y Membership Privacy and Certification Information - Share Information - Yes CB Membership Privacy and

Certification Information

MS_PVCCERT_SHARE_FLAG_N Membership Privacy and Certification Information - Share Information - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_DECISION_PERSON Membership Privacy and Certification Information - Decision person EF Membership Privacy and Certification Information

MS_PVCCERT_BACKUP_WHLD_FLAG_Y Membership Privacy and Certification Information - Backup Withholding - Yes CB Membership Privacy and


MS_PVCCERT_BACKUP_WHLD_FLAG_N Membership Privacy and Certification Information - Backup Withholding - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_BACKUP_WHLD_REASON Membership Privacy and Certification Information - Backup withhold Reason EF Membership Privacy and


MS_PVCCERT_VALID_TIN_FLAG_Y Membership Privacy and Certification Information - Valid TIN - Yes CB Membership Privacy and Certification Information

MS_PVCCERT_VALID_TIN_FLAG_N Membership Privacy and Certification Information - Valid TIN - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and



MS_PVCCERT_FRGN_STATUS_FLAG_Y Membership Privacy and Certification Information - Foreign Status/W-8 Flag - Yes CB Membership Privacy and


MS_PVCCERT_FRGN_STATUS_FLAG_N Membership Privacy and Certification Information - Foreign Status/W-8 Flag - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_CANADIAN_FLAG_Y Membership Privacy and Certification Information - Canadian Designation - Yes CB Membership Privacy and


MS_PVCCERT_CANADIAN_FLAG_N Membership Privacy and Certification Information - Canadian Designation - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_W9_NOTICE_FLAG_Y Membership Privacy and Certification Information - Set-up W-9 notice - Yes CB Membership Privacy and


MS_PVCCERT_W9_NOTICE_FLAG_N Membership Privacy and Certification Information - Set-up W-9 notice - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_TAX_EXEMPT_FLAG_Y Membership Privacy and Certification Information - Tax-exempt - Yes CB Membership Privacy and


MS_PVCCERT_TAX_EXEMPT_FLAG_N Membership Privacy and Certification Information - Tax-exempt - No iMM Calculated Field if "FLAG_Y" is available CB Membership Privacy and


MS_PVCCERT_1ST_PAYEE_TAX_RPRT Membership Privacy and Certification Information - First Payee EF Membership Privacy and Certification Information

MS_PVCCERT_2ND_PAYEE_TAX_RPRT Membership Privacy and Certification Information - Second Payee EF Membership Privacy and Certification Information

Subshares information

SUB_SH_SELECT_ATM_FLAG_Y Subshares information - Select ATM card EF Subshares Information


SUB_SH_SELECT_DEBIT_FLAG_Y Subshares information - Select Debit card EF Subshares Information

SUB_SH_OD_OPTIN_FLAG_Y Subshares information - Overdraft OptIn (Yes/No) EF Subshares Information

SUB_SH_OD_OPTIN_FLAG_N Subshares information - Overdraft NOT OptIn (Yes/No) EF Subshares Information

SUB_SH_OD_AUTH_PERSON Subshares information - Overdraft Authorizing Person EF Subshares Information

SUB_SH_OD_AUTH_DATE_TIME Subshares information - Overdraft Authorizing Datetime EF Subshares Information

SUB_SH_ACCESS_SS_OWNERS Subshares information - Access Subshare Owners EF Subshares Information

SUB_SH_ACCT_SUB_CATEGORY Subshares information - Account Sub-Category EF Subshares Information

SUB_SH_PRIMARY_AGE Subshares information - Primary Age EF Subshares Information

SUB_SH_DISABLE_REG_E_OPTION Subshares information - Disable RegE Option EF Subshares Information

SUB_SH_AUTHORIZED_ACCESS Subshares information - Authorized Access EF Subshares Information

SUB_SH_CONTRIBUTION_CODE Subshares information - Contribution Code EF Subshares Information

SUB_SH_CONTRIBUTION_YEAR Subshares information - Contribution Year EF Subshares Information

SUB_SH_DRAFT_NUMBER Subshares information - Subshare Draft Number EF Subshares Information

SUB_SH_EX_FROM_FED_IRA_WH Subshares information - Exempt from Federal IRA Withholding EF Subshares Information

SUB_SH_EX_FROM_ST_IRA_WH Subshares information - Exempt from State IRA Withholding EF Subshares Information

SUB_SH_HSA_TYPE Subshares information - HSA Type EF Subshares Information


SUB_SH_INHERITED_IRA Subshares information - Inherited IRA EF Subshares Information

SUB_SH_IRA_TYPE Subshares information - IRA Type EF Subshares Information

SUB_SH_NO_COURTESY_PAY_OD Subshares information - No CourtesyPay Overdraft EF Subshares Information

SUB_SH_OD_ACH Subshares information - Overdraft ACH EF Subshares Information

SUB_SH_OD_ATM Subshares information - Overdraft ATM EF Subshares Information

SUB_SH_OD_AUTH_DATETIME Subshares information - Overdraft AuthorizingDatetime EF Subshares Information

SUB_SH_OD_AUTH_PERSON Subshares information - Overdraft Authorizing Person EF Subshares Information

SUB_SH_OD_BILL_PAY Subshares information - Overdraft Bill Pay EF Subshares Information

SUB_SH_OD_BRANCH Subshares information - Overdraft Branch EF Subshares Information

SUB_SH_OD_DEBIT Subshares information - Overdraft Debit EF Subshares Information

SUB_SH_OD_SHAREDRAFT Subshares information - Overdraft Sharedraft EF Subshares Information

SUB_SH_NAME Subshares information - Subshare Name EF Subshares Information

SUB_SH_SUFFIX Subshares information - Subshare Suffix EF Subshares Information

SUB_SH_DIVIDEND_PMT Subshares information - Subshare Dividend Payment EF Subshares Information

SUB_SH_FUNDING_AMT Subshares information - Subshare Funding Amount EF Subshares Information

SUB_SH_ODP Subshares information - Subshare ODP EF Subshares Information


SUB_SH_TOT_FUNDING_AMT Subshares information - Subshare Total Funding Amount EF Subshares Information

SUB_SH_TRANSFER_ACCT Subshares information - Subshare Transfer Account EF Subshares Information

SUB_SH_TRANSFER_ACCT_TYPE Subshares information - Subshare Transfer Account Type EF Subshares Information

SUB_SH_TRANSFER_ACTION Subshares information - Subshare Transfer Action EF Subshares Information

SUB_SH_TRANSFER_SUFFIX Subshares information - Subshare Transfer Suffix EF Subshares Information

SUB_SH_TAX_FILING_DATE Subshares information - Tax Filing Date EF Subshares Information

SUB_SH_EXCLUDED_ACCT_LIST Subshares information - Excluded Subshare Account List EF Subshares Information

SUB_SH_FUNDING_TYPE Subshares information - Funding Type EF Subshares Information

SUB_SH_MULTIPLE_SUFFIXES Subshares information - Multiple suffixes EF Subshares Information

SUB_SH_ORDER_CHECKS Subshares information - Order Checks EF Subshares Information

SUB_SH_OD_AUTH_PERSONS_LIST Subshares information - Overdraft Authorizing PersonsList EF Subshares Information

SUB_SH_STARTER_CHECK Subshares information - Starter Check Subshare EF Subshares Information

SUB_SH_ATM_PIN Subshares information - ATM Pin EF Subshares Information

SUB_SH_CREDIT_PIN Subshares information - Credit Pin EF Subshares Information

SUB_SH_DEBITS_PIN Subshares information - Debits Pin EF Subshares Information

SUB_SH_NBR_ATM_CARDS Subshares information - Number of ATM cards EF Subshares Information


SUB_SH_NBR_CREDIT_CARDS Subshares information - Number of Credit cards EF Subshares Information

SUB_SH_NBR_DEBIT_CARDS Subshares information - Number of Debit cards EF Subshares Information

SUB_SH_PROD_CODE_ATM_CARD Subshares information - Product Code for ATM Card EF Subshares Information

SUB_SH_PROD_CODE_DEBIT_CARD Subshares information - Product code for Credit Card EF Subshares Information

SUB_SH_PROD_CODE_CREDIT_CARD Subshares information - Product code for Debit Card EF Subshares Information

SUB_SH_ACCT_NAME Subshares information - Account Name EF Subshares Information

SUB_SH_NBR_OF_SS Subshares information - Number of Subshares EF Subshares Information

SUB_SH_FULLNAME_PRIMARY Subshares information - Fullname of Primary EF Subshares Information

SUB_SH_FULLNAME_JOWNER1 Subshares information - Fullname of Joint Owner 1 EF Subshares Information

SUB_SH_FULLNAME_JOWNER2 Subshares information - Fullname of Joint Owner 2 EF Subshares Information

SUB_SH_NBR_ACCT_OWNERS Subshares information - Number of Account Owners EF Subshares Information

SUB_SH_ATM_CARDS_PRIMARY Subshares information - Offer ATM Cards for Primary EF Subshares Information

SUB_SH_ATM_CARDS_JOINT1 Subshares information - Offer ATM cards for Joint1 EF Subshares Information

SUB_SH_ATM_CARDS_JOINT2 Subshares information - Offer ATM Cards for Joint2 EF Subshares Information

SUB_SH_CREDIT_CARDS_PRIMARY Subshares information - Offer Credit Cards for Primary EF Subshares Information

SUB_SH_CREDIT_CARDS_JOINT1 Subshares information - Offer Credit Cards for Joint1 EF Subshares Information


SUB_SH_CREDIT_CARDS_JOINT2 Subshares information - Offer Credit Cards for Joint2 EF Subshares Information

SUB_SH_DEBIT_CARDS_PRIMARY Subshares information - Offer Debit Cards for Primary EF Subshares Information

SUB_SH_DEBIT_CARDS_JOINT1 Subshares information - Offer Debit Cards for Joint1 EF Subshares Information

SUB_SH_DEBIT_CARDS_JOINT2 Subshares information - Offer Debit Cards for Joint2 EF Subshares Information

SUB_SH_HSA_BEN_INFO Subshares information - HSA Beneficiary info EF Subshares Information

SUB_SH_ESA_ADMIN Subshares information - ESA Administrator EF Subshares Information

SUB_SH_ESA_TRUSTOR_GRANTOR Subshares information - ESA Trustor or Grantor EF Subshares Information

SUB_SH_FULLNAME_BEN Subshares information - ESA Beneficiary Fullname EF Subshares Information

SUB_SH_CONDUIT_IRA_CB Subshares information - Conduit IRA Contingent Beneficiary EF Subshares Information

SUB_SH_REGULAR_IRA_CB Subshares information - Regular IRA Contingent Beneficiary EF Subshares Information

SUB_SH_ROTH_CONV_IRA_CB Subshares information - Roth Conversion IRA Contingent Beneficiary EF Subshares Information

SUB_SH_ROTH_IRA_CB Subshares information - Roth IRA Contingent Beneficiary EF Subshares Information

SUB_SH_SEP_IRA_CB Subshares information - Sep IRA Contingent Beneficiary EF Subshares Information

SUB_SH_SIMPLE_IRA_CB Subshares information - Simple IRA Contingent Beneficiary EF Subshares Information

SUB_SH_HSA_CB Subshares information - HSA Contingent Beneficiary EF Subshares Information

SUB_SH_MICR_NUMBER Subshares information - Share Draft MICR number (multiple MICR n EF Subshares Information


Account Information

ACT_CONT_CODE_CONDUIT_IRAAccount Information - Contribution code for Conduit IRA

EFAccount Information

ACT_CONT_CODE_ESAAccount Information - Contribution code for ESA


ACT_CONT_CODE_HSAAccount Information - Contribution code for H SA


ACT_CONT_CODE_REG_IRAAccount Information - Contribution code for Reg IRA


ACT_CONT_CODE_ROTHC_IRAAccount Information - Contribution code for RothC IRA


ACT_CONT_CODE_ROTH_IRAAccount Information - Contribution code for Roth IRA


ACT_CONT_CODE_SIMPLE_IRAAccount Information - Contribution code for Simple IRA


ACT_ENTITY_DESCAccount Information - Entity Description


ACT_ENTITY_TYPEAccount Information - Entity Type


ACT_ACTION_OPTION_FLAG_YAccount Information - Action Option

CBAccount Information

Primary Member Information - Only oneHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE

A_PREFIX_NAME Primary Member's Information - Only one - Name - Prefix EF Primary Member Information

A_FIRST_NAME Primary Member's Information - Only one - Name - First name EF Primary Member Information


A_MIDDLE_NAME Primary Member's Information - Only one - Name - Middle name EF Primary Member Information

A_LAST_NAME Primary Member's Information - Only one - Name - Last name EF Primary Member Information

A_SUFFIX_NAME Primary Member's Information - Only one - Name - Suffix EF Primary Member Information

A_FULLNAME Primary Member's Information - Only one - Name - Full Name EF Primary Member Information

A_TIN Primary Member's Information - Only one - SSN EF Primary Member Information

A_BIRTH_DATE Primary Member's Information - Only one - Date of Birth EF Primary Member Information

A_BIRTH_DATE_DD Primary Member's Information - Only one - Two digit date - Date of Birth EF Primary Member Information

A_BIRTH_DATE_MM Primary Member's Information - Only one - Two digit month - Date of Birth EF Primary Member Information

A_BIRTH_DATE_YY Primary Member's Information - Only one - Four digit Year - Date of Birth EF Primary Member Information

A_MOTHERS_MAIDEN_NAME Primary Member's Information - Only one - Mother's Maiden Name EF Primary Member Information

A_GENDER_DESC Primary Member's Information - Only one - Gender EF Primary Member Information

A_GENDER_MALE_FLAG_Y Primary Member's Information - Only one - Male - Yes CB Primary Member Information

A_GENDER_MALE_FLAG_N Primary Member's Information - Only one - Male - No iMM Calculated Field if "FLAG_Y" is available CB Primary Member Information

A_GENDER_FEMALE_FLAG_Y Primary Member's Information - Only one - Female - Yes CB Primary Member Information


A_GENDER_FEMALE_FLAG_N Primary Member's Information - Only one - Female - No iMM Calculated Field if "FLAG_Y" is available CB Primary Member Information

A_CITIZENSHIP Primary Member's Information - Only one - Country of Citizenship EF Primary Member Information

A_BIRTH_CITY Primary Member's Information - Only one - City of Birth EF Primary Member Information

A_BIRTH_STATE Primary Member's Information - Only one - State of Birth EF Primary Member Information

A_BIRTH_COUNTRY Primary Member's Information - Only one - Country of Birth EF Primary Member Information

A_ID1_TYPE Primary Member's Information - Only one - ID#1 - ID Type EF Primary Member Information

A_ID1_NUMBER Primary Member's Information - Only one - ID#1 - ID Number EF Primary Member Information

A_ID1_AUTHORITY Primary Member's Information - Only one - ID#1 - Issuing Authority EF Primary Member Information

A_ID1_ISSUE_DATE Primary Member's Information - Only one - ID#1 - Issue Date EF Primary Member Information

A_ID1_ISSUE_DATE_DD Primary Member's Information - Only one - Two digit date - ID#1 - Issue Date EF Primary Member Information

A_ID1_ISSUE_DATE_MM Primary Member's Information - Only one - Two digit month - ID#1 - Issue Date EF Primary Member Information

A_ID1_ISSUE_DATE_YY Primary Member's Information - Only one - Two digit Year - ID#1 - Issue Date EF Primary Member Information

A_ID1_EXPIRE_DATE Primary Member's Information - Only one - ID#1 - Expiration Date EF Primary Member Information

A_ID1_EXPIRE_DATE_DD Primary Member's Information - Only one - Two digit date - ID#1 - Expiration Date EF Primary Member Information

A_ID1_EXPIRE_DATE_MM Primary Member's Information - Only one - Two digit month - ID#1 - Expiration Date EF Primary Member Information

A_ID1_EXPIRE_DATE_YY Primary Member's Information - Only one - Two digit Year - ID#1 - Expiration Date EF Primary Member Information


A_ID1_DESCRIPTION Primary Member's Information - Only one - ID#1 - Description EF Primary Member Information

A_ID2_TYPE Primary Member's Information - Only one - ID#2 - ID Type EF Primary Member Information

A_ID2_NUMBER Primary Member's Information - Only one - ID#2 - ID Number EF Primary Member Information

A_ID2_AUTHORITY Primary Member's Information - Only one - ID#2 - Issuing Authority EF Primary Member Information

A_ID2_ISSUE_DATE Primary Member's Information - Only one - ID#2 - Issue Date EF Primary Member Information

A_ID2_ISSUE_DATE_DD Primary Member's Information - Only one - Two digit date - ID#2 - Issue Date EF Primary Member Information

A_ID2_ISSUE_DATE_MM Primary Member's Information - Only one - Two digit month - ID#2 - Issue Date EF Primary Member Information

A_ID2_ISSUE_DATE_YY Primary Member's Information - Only one - Two digit Year - ID#2 - Issue Date EF Primary Member Information

A_ID2_EXPIRE_DATE Primary Member's Information - Only one - ID#2 - Expiration Date EF Primary Member Information

A_ID2_EXPIRE_DATE_DD Primary Member's Information - Only one - Two digit date - ID#2 - Expiration Date EF Primary Member Information

A_ID2_EXPIRE_DATE_MM Primary Member's Information - Only one - Two digit month - ID#2 - Expiration Date EF Primary Member Information

A_ID2_EXPIRE_DATE_YY Primary Member's Information - Only one - Two digit Year - ID#2 - Expiration Date EF Primary Member Information

A_ID2_DESCRIPTION Primary Member's Information - Only one - ID#2 - Description EF Primary Member Information

A_CITIZENSHIP_COUNTRY Primary Member's Information - Only one - Country of Citizenship EF Primary Member Information

A_IRS_CITIZEN_STATUS Primary Member's Information - Only one - IRS Country of Citizenship EF Primary Member Information

A_EFUNDS Primary Member's Information - Only one - eFunds EF Primary Member Information

A_W8_ISSUE_DATE Primary Member's Information - Only one - W8 Issue Date EF Primary Demographic


A_FOREIGN_STATUE_W8_FLAG_Y Primary Member's Information - Only one - Foreign Statue/W8 Flag CB Primary Demographic

A_IRS_TAX_COUNTRY Primary Member's Information - Only one - IRS Tax Country EF Primary Demographic

A_QUALFILE_SCORE Primary Member's Information - Only one - Qualifile Score EF Primary Member Information

A_OFAC_MATCHPrimary Member's Information - Only one - OFAC Match (similar to other primary and joint fields may have up to 1 primary and 6 joint owners)

EF Primary Member Information

A_QUALFILE_STRATEGY_ID Primary Member's Information - Only one - Qualifile Strategy ID EF Primary Member Information

A_QUALFILE_ACTIONPrimary Member's Information - Only one - Qualifile Action (similar to other primary and joint fields may have up to 1 primary and 6 joint owners)

EF Primary Member Information

A_QUALFILE_ADDR_MATCH Primary Member's Information - Only one - Qualifile Address Match EF Primary Member Information

A_EMP_NAME Primary Member's Information - Only one - Employer Name EF Primary Member Information

A_OCCUPATION Primary Member's Information - Only one - Occupation EF Primary Member Information

A_ACTION_OPTION_FLAG_Y Primary Member's Information - Only one - Action Option RB Primary Member Information

A_ELIGIBILITY Primary Member's Information - Only one - Member Eligibility EF Primary Member Information

A_SECURITY_ANSWER Primary Member's Information - Only one - Entity Security Answer EF Primary Member Information

A_SECURITY_HINT Primary Member's Information - Only one - Entity Security Hint EF Primary Member Information

A_SECURITY_QUESTION Primary Member's Information - Only one - Entity Security Question EF Primary Member Information


Primary Member ID Fields by Type: iMM Calculated Section based on the "A_ID1_TYPE" and "A_ID2_TYPE" fieldsReplace "XXX" with the appropriate ID Type PrefixDriver Licence=DRV Example: A_DRV_NUMBERStudent ID=SCI Example: A_SCI_NUMBERPassport=PSP Example: A_PSP_NUMBEROther=OTH Example: A_OTH_NUMBER

A_XXX_TYPEPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - ID Type

EF Primary Member ID Fields by Type

A_XXX_NUMBERPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


A_XXX_AUTHORITYPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority


A_XXX_ISSUE_DATEPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


A_XXX_ISSUE_DATE_DDPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date


A_XXX_ISSUE_DATE_MMPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date



A_XXX_ISSUE_DATE_YYPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date


A_XXX_EXPIRE_DATEPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date


A_XXX_EXPIRE_DATE_DD

Primary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


A_XXX_EXPIRE_DATE_MM

Primary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


A_XXX_EXPIRE_DATE_YY

Primary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date



A_XXX_DESCRIPTIONPrimary Member's Information - Only one - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Description


Primary Member Email InformationHost XML Hirarchy: DATA\PRODUCT\MEMBER_FILE\EMAIL

A_EMAIL_ADDRESS Primary Member's Email Information - Personal Information - email address EF Primary Member Email

Primary Member Phone InformationHost XML Hirarchy: DATA\PRODUCT\MEMBER_FILE\PHONE_INFO

A_PRI_PH_FULLPHONE_H Primary Member's Phone Information - Home Phone (999) 999-9999 EF Primary Member Phone

A_PRI_PH_FULLPHONE_C Primary Member's Phone Information - Cell Phone (999) 999-9999 EF Primary Member Phone

A_PRI_PH_FULLPHONE_B Primary Member's Phone Information - Work Phone (999) 999-9999 EF Primary Member Phone

Primary Member Primary Address InformationHost XML Hirarchy: DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

A_PRI_ADDR_ADDRESS1 Primary Member's Primary Address - Street Address EF Primary Member Primary Address

A_PRI_ADDR_ADDRESS2 Primary Member's Primary Address - Street Address EF Primary Member Primary Address

A_PRI_EMP_ADDRESS3 Primary Member Employer Address 3 EF Primary Member Primary Address


A_PRI_ADDR_CITY Primary Member's Primary Address - City EF Primary Member Primary Address

A_PRI_ADDR_STATE Primary Member's Primary Address - State EF Primary Member Primary Address

A_PRI_ADDR_ZIP Primary Member's Primary Address - ZIP EF Primary Member Primary Address

A_PRI_ADDR_ZIP4 Primary Member's Primary Address - ZIP4 EF Primary Member Primary Address

A_PRI_ADDR_CSZ Primary Member's Primary Address - iMM Calculated Field, Concatenated City, State Zip EF Primary Member

Primary Address

A_PRI_ADDR_COUNTRY Primary Member's Primary Address - Country EF Primary Member Primary Address

A_PRI_ADDR_YEARS Primary Member's Primary Address - Years at address EF Primary Member Primary Address

A_PRI_ADDR_MONTHS Primary Member's Primary Address - Months at address EF Primary Member Primary Address

A_PRI_ADDR_OCCUPY_DESC Primary Member's Primary Address - Occupancy Description EF Primary Member Primary Address


Primary Member Primary Address Occupancy Fields as checkboxes for each Occupancy Type: iMM Calculated Fields based on the "A_PRI_ADDR_OCCUPY_DESC"Replace "XXX" with the appropriate Occupancy TypeNot Asked=NOT Example: A_PRI_ADDR_NOT_FLAG_YBoard/Room=BDR Example: A_PRI_ADDR_NOT_FLAG_YMilitary Residense=MLR Example: A_PRI_ADDR_NOT_FLAG_YLease=LSE Example: A_PRI_ADDR_NOT_FLAG_YOwn/Buying=OWN Example: A_PRI_ADDR_NOT_FLAG_YLive with others=LWO Example: A_PRI_ADDR_NOT_FLAG_YParents/Relatives=REL Example: A_PRI_ADDR_NOT_FLAG_YRent=RNT Example: A_PRI_ADDR_NOT_FLAG_YSecondary Residence=SCR Example: A_PRI_ADDR_NOT_FLAG_YOther=OTH Example: A_PRI_ADDR_NOT_FLAG_Y

A_PRI_ADDR_XXX_FLAG_YPrimary Member's Primary Address - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for Occupancy Description Field.

EF Primary Member Primary Address

A_PRI_ADDR_XXX_FLAG_NPrimary Member's Primary Address - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet.

EF Primary Member Primary Address


Primary Member Alternate AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

A_ALT_ADDR_ADDRESS1 Primary Member's Primary Member's Alternate Address - Street Address EF Primary Member

Alternate Address

A_ALT_ADDR_ADDRESS2 Primary Member's Alternate Address - Street Address2 EF Primary Member Alternate Address

A_ALT_ADDR_CITY Primary Member's Alternate Address - City EF Primary Member Alternate Address

A_ALT_ADDR_STATE Primary Member's Alternate Address - State EF Primary Member Alternate Address

A_ALT_ADDR_ZIP Primary Member's Alternate Address - ZIP EF Primary Member Alternate Address

A_ALT_ADDR_ZIP4 Primary Member's Alternate Address - ZIP4 EF Primary Member Alternate Address

A_ALT_ADDR_CSZ Primary Member's Alternate Address - iMM Calculated Field, Concatenated City, State Zip EF Primary Member

Alternate Address

A_ALT_ADDR_COUNTRY Primary Member's Alternate Address - Country EF Primary Member Alternate Address

A_ALT_ADDR_START_DATE Primary Member's Alternate Address - Start date EF Primary Member Alternate Address

A_ALT_ADDR_START_DATE_DD Primary Member's Alternate Address - Two digit date - Primary Member's Alternate Address - - Start Date EF Primary Member

Alternate Address

A_ALT_ADDR_START_DATE_MM Primary Member's Alternate Address - Two digit month -Primary Member's Alternate Address - - Start Date EF Primary Member

Alternate Address

A_ALT_ADDR_START_DATE_YY Primary Member's Alternate Address - Two digit Year - Primary Member's Alternate Address - - Start Date EF Primary Member

Alternate Address

A_ALT_ADDR_END_DATE Primary Member's Alternate Address - Stop Date EF Primary Member Alternate Address

A_ALT_ADDR_END_DATE_DD Primary Member's Alternate Address - Two digit date - Primary Member's Alternate Address - - Stop Date EF Primary Member

Alternate Address

A_ALT_ADDR_END_DATE_MM Primary Member's Alternate Address - Two digit month -Primary Member's Alternate Address - - Stop Date EF Primary Member

Alternate Address


A_ALT_ADDR_END_DATE_YY Primary Member's Alternate Address - Two digit Year - Primary Member's Alternate Address - - Stop Date EF Primary Member

Alternate AddressA_ALT_ADDR_USEONSTM_FLAG_Y Primary Member's Alternate Address - Use Alternate Address for

Statements - Yes CB Primary Member Alternate Address

A_ALT_ADDR_USEONSTM_FLAG_N Primary Member's Alternate Address - Use Alternate Address for Statements - No CB Primary Member

Alternate Address

Primary Member Physical AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

TGi_PHY_ADDR_ADDRESS1 Primary Member's Primary Member's Physical Address - Street Address EF Primary Member

Physical Address

TGi_PHY_ADDR_ADDRESS2 Primary Member's Physical Address - Street Address2 EF Primary Member Physical Address

TGi_PHY_ADDR_CITY Primary Member's Physical Address - City EF Primary Member Physical Address

TGi_PHY_ADDR_STATE Primary Member's Physical Address - State EF Primary Member Physical Address

TGi_PHY_ADDR_ZIP Primary Member's Physical Address - ZIP EF Primary Member Physical Address

TGi_PHY_ADDR_ZIP4 Primary Member's Physical Address - ZIP4 EF Primary Member Physical Address

TGi_PHY_ADDR_CSZ Primary Member's Physical Address - iMM Calculated Field, Concatenated City, State Zip EF Primary Member

Physical Address

TGi_PHY_ADDR_COUNTRY Primary Member's Physical Address - Country EF Primary Member Physical Address

TGi_PHY_ADDR_START_DATE Primary Member's Physical Address - Start Date EF Primary Member Physical Address

Primary Member Previous AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

A_PRV_ADDR_ADDRESS1 Primary Member's Previous Address - Street Address EF Primary Member Previous Address

A_PRV_ADDR_ADDRESS2 Primary Member's Previous Address - Street Address EF Primary Member Previous Address


A_PRV_ADDR_CITY Primary Member's Previous Address - City EF Primary Member Previous Address

A_PRV_ADDR_STATE Primary Member's Previous Address - State EF Primary Member Previous Address

A_PRV_ADDR_ZIP Primary Member's Previous Address - ZIP EF Primary Member Previous Address

A_PRV_ADDR_ZIP4 Primary Member's Previous Address - ZIP4 EF Primary Member Previous Address

A_PRV_ADDR_CSZ Primary Member's Previous Address - iMM Calculated Field, Concatenated City, State Zip EF Primary Member

Previous Address

A_PRV_ADDR_COUNTRY Primary Member's Previous Address - Country EF Primary Member Previous Address

A_PRV_ADDR_YEARS Primary Member's Previous Address - Years at address EF Primary Member Previous Address

A_PRV_ADDR_MONTHS Primary Member's Previous Address - Months at address EF Primary Member Previous Address

Primary Member Employer InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE

A_PRI_EMP_EMPLOYED_FLAG Primary Member's Employer Information - Employed EF Primary Member Employer Information

A_PRI_EMP_BUSINESS_TYPE Primary Member's Employer Information - Type EF Primary Member Employer Information

A_PRI_EMP_BUSINESS_NAME Primary Member's Employer Information - Business Name EF Primary Member Employer Information

A_PRI_EMP_TITLE Primary Member's Employer Information - Occupation/Title EF Primary Member Employer Information

A_PRI_EMP_ADDRESS1 Primary Member's Employer Information - Street Address EF Primary Member Employer Information

A_PRI_EMP_ADDRESS2 Primary Member's Employer Information - Street Address 2 EF Primary Member Employer Information

A_PRI_EMP_CITY Primary Member's Employer Information - City EF Primary Member Employer Information


A_PRI_EMP_STATE Primary Member's Employer Information - State EF Primary Member Employer Information

A_PRI_EMP_ZIP Primary Member's Employer Information - ZIP EF Primary Member Employer Information

A_PRI_EMP_ZIP4 Primary Member's Employer Information - ZIP4 EF Primary Member Employer Information

A_PRI_EMP_CSZ Primary Member's Employer Information - iMM Calculated Field, Concatenated City, State Zip EF Primary Member

Employer Information

A_PRI_EMP_COUNTRY Primary Member's Employer Information - Country EF Primary Member Employer Information

A_PRI_EMP_YEARS Primary Member's Employer Information - Years at Job EF Primary Member Employer Information

A_PRI_EMP_MONTHS Primary Member's Employer Information - Months at Job EF Primary Member Employer Information

A_PRI_EMP_FULLPHONE Primary Member's Employer Information - Work phone EF Primary Member Employer Information

A_PRI_EMP_EXT Primary Member's Employer Information - Work phone extension EF Primary Member Employer Information

A_PRI_EMP_PAY_AMOUNT Primary Member's Employer Information - Salary EF Primary Member Employer Information

A_PRI_EMP_PAY_FREQ Primary Member's Employer Information - Salary Frequency EF Primary Member Employer Information

A_PRI_EMP_EMPLOYED Primary Member's Employer Information - Employed EF Primary Member Employer Information

A_PRI_EMP_SELF_EMP_FLAG_Y Primary Member's Employment Status - Self-Employed CB Primary Member Employer Information

A_PRI_EMP_RETIRED_FLAG_Y Primary Member's Employment Status - Employed - Retired CB Primary Member Employer Information

A_PRI_EMP_NOT_APPL_FLAG_Y Primary Member's Employment Status - Not Applicable CB Primary Member Employer Information

A_PRI_EMP_NOTEMPLOYED_FLAG_Y Primary Member's Employment Status - Not Curently Employed CB Primary Member Employer Information


A_PRI_EMP_START_DATE Primary Member's Employment Status - Employment Start Date EF Primary Member Employer Information

A_PRI_EMP_NAME Primary Member's Employment Status - Employer Name EF Primary Member Employer Information

A_SALARY_RANGE Primary Member's Employment Status - Salary Range EF Primary Member Employer Information

A_PRI_EMP_INDUSTRY Primary Member's Employment Status - Employer Industry EF Primary Member Employer Information

Primary Member Nearlest Relative InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\NEAREST_RELATIVE

A_NEAR_REL_PREFIX_NAME Primary Member's Nearlest Relative Information - Prefix EF Primary Member Nearlest Relative Information

A_NEAR_REL_FIRST_NAME Primary Member's Nearlest Relative Information - First name EF Primary Member Nearlest Relative Information

A_NEAR_REL_MIDDLE_NAME Primary Member's Nearlest Relative Information - Middle name EF Primary Member Nearlest Relative Information

A_NEAR_REL_LAST_NAME Primary Member's Nearlest Relative Information - Last name EF Primary Member Nearlest Relative Information

A_NEAR_REL_SUFFIX_NAME Primary Member's Nearlest Relative Information - Suffix EF Primary Member Nearlest Relative Information

A_NEAR_REL_FULLNAME Primary Member's Nearlest Relative Information - FullName EF Primary Member Nearlest Relative Information

A_NEAR_REL_RELATIONSHIP Primary Member's Nearlest Relative Information - Relationship EF Primary Member Nearlest Relative Information

A_NEAR_REL_EMPLOYER Primary Member's Nearlest Relative Information - Employer EF Primary Member Nearlest Relative Information


A_NEAR_REL_TITLE_TEXT Primary Member's Nearlest Relative Information - Nearest Relative Title EF Primary Member Nearlest

Relative Information

A_NEAR_REL_SECURITY_ANSWER Primary Member's Nearlest Relative Information - Next of Kin Security Answer EF Primary Member Nearlest


A_NEAR_REL_SECURITY_HINT Primary Member's Nearlest Relative Information - Next of Kin Security Hint EF Primary Member Nearlest


A_NEAR_REL_SECURITY_QUESTION Primary Member's Nearlest Relative Information - Next of Kin Security Question EF Primary Member Nearlest



Primary Member Nearlest Relative Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\NEAREST_RELATIVE\A_NEAR_REL_ADDRESS

A_NEAR_REL_ADDRESS1 Primary Member's Nearlest Relative Address Information - Street Address EF Primary Member Nearlest


A_NEAR_REL_ADDRESS2 Primary Member's Nearlest Relative Address Information - Street Address2 EF Primary Member Nearlest


A_NEAR_REL_CITY Primary Member's Nearlest Relative Address Information - City EF Primary Member Nearlest Relative Information

A_NEAR_REL_STATE Primary Member's Nearlest Relative Address Information - State EF Primary Member Nearlest Relative Information

A_NEAR_REL_ZIP Primary Member's Nearlest Relative Address Information - ZIP EF Primary Member Nearlest Relative Information

A_NEAR_REL_ZIP4 Primary Member's Nearlest Relative Address Information - ZIP4 EF Primary Member Nearlest Relative Information

A_NEAR_REL_CSZ Primary Member's Nearlest Relative Address Information - iMM Calculated Field, Concatenated City, State Zip EF Primary Member Nearlest


A_NEAR_REL_COUNTRY Primary Member's Nearlest Relative Address Information - Country EF Primary Member Nearlest Relative Information

Primary Member Nearlest Relative Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\NEAREST_RELATIVE\A_NEAR_REL_PHONE


A_NEAR_REL_FULLPHONE_H Primary Member's Nearlest Relative Phone Information - Home phone EF Primary Member Nearlest


Primary Member ChexSystems Reports

A_CREDIT_SCORE Primary Member - Credit Score EF ChexSystems Report

A_PRODUCT_OFFER_i Primary Member - Primary Product Offer (Up to 10 iterations) EF ChexSystems Report

A_PRODUCT_OFFER_RATE_i Primary Member - Primary Product Offer Rate (Up to 10 iterations) EF ChexSystems Report

A_PRODUCT_OFFER_LIM_i Primary Member - Primary Product Offer Limit (Up to 10 iterations) EF ChexSystems Report

A_ACCT_ACTION_DESC_i Primary Member - Primary Account Action Text (Up to 10 iterations) EF ChexSystems Report

Primary Owner Privacy and Certification Information

A_PVCCERT_FORMER_NAME Primary Owner Privacy and Certification Information - Primary Former Name EF Primary Owner Privacy and


A_PVCCERT_BACKUP_WHLD_FLAG_Y Primary Owner Privacy and Certification Information - Backup Withholding - Yes CB Primary Owner Privacy and


A_PVCCERT_BACKUP_WHLD_FLAG_N Primary Owner Privacy and Certification Information - Backup Withholding - No iMM Calculated Field if "FLAG_Y" is available CB Primary Owner Privacy and


A_PVCCERT_VALID_TIN_FLAG_Y Primary Owner Privacy and Certification Information - Valid TIN - Yes CB Primary Owner Privacy and


A_PVCCERT_VALID_TIN_FLAG_N Primary Owner Privacy and Certification Information - Valid TIN - No iMM Calculated Field if "FLAG_Y" is available CB Primary Owner Privacy and


A_PVCCERT_FRGN_STATUS_FLAG_Y Primary Owner Privacy and Certification Information - Foreign Status/W-8 Flag - Yes CB Primary Owner Privacy and



A_PVCCERT_FRGN_STATUS_FLAG_N Primary Owner Privacy and Certification Information - Foreign Status/W-8 Flag - No iMM Calculated Field if "FLAG_Y" is available CB Primary Owner Privacy and


A_PVCCERT_W9_NOTICE_FLAG_Y Primary Owner Privacy and Certification Information - Set-up W-9 notice - Yes CB Primary Owner Privacy and


A_PVCCERT_W9_NOTICE_FLAG_N Primary Owner Privacy and Certification Information - Set-up W-9 notice - No iMM Calculated Field if "FLAG_Y" is available CB Primary Owner Privacy and


A_PVCCERT_SHARE_FLAG_Y Primary Owner Privacy and Certification Information - Primary Member Acknowledge - Yes CB Primary Owner Privacy and


A_PVCCERT_SHARE_FLAG_NPrimary Owner Privacy and Certification Information - Primary Member Acknowledge - No iMM Calculated Field if "FLAG_Y" is available

CB Primary Owner Privacy and Certification Information

A_PVCCERT_AFFIL_COMP_FLAG_Y Primary Owner Privacy and Certification Information - Primary Affiliated Companies - Yes CB Primary Owner Privacy and


A_PVCCERT_AFFIL_COMP_FLAG_NPrimary Owner Privacy and Certification Information - Primary Affiliated Companies - No iMM Calculated Field if "FLAG_Y" is available


A_PVCCERT_UNAFFIL_3RD_FLAG_Y Primary Owner Privacy and Certification Information - Primary Unaffiliated Third Parties - Yes CB Primary Owner Privacy and


A_PVCCERT_UNAFFIL_3RD_FLAG_NPrimary Owner Privacy and Certification Information - Primary Unaffiliated Third Parties - No iMM Calculated Field if "FLAG_Y" is available


A_PVCCERT_MRKT_EMAIL_FLAG_Y Primary Owner Privacy and Certification Information - Primary Marketing eMails - Yes CB Primary Owner Privacy and


A_PVCCERT_MRKT_EMAIL_FLAG_N Primary Owner Privacy and Certification Information - Primary Marketing eMails - Yes CB Primary Owner Privacy and


A_PVCCERT_MRKTMATERIAL_FLAG_Y Primary Owner Privacy and Certification Information - Primary Marketing Materials - Yes CB Primary Owner Privacy and



A_PVCCERT_MRKTMATERIAL_FLAG_NPrimary Owner Privacy and Certification Information - Primary Marketing Materials - No iMM Calculated Field if "FLAG_Y" is available


A_PVCCERT_TELEMRKT_FLAG_Y Primary Owner Privacy and Certification Information - Primary Telemarketing - Yes CB Primary Owner Privacy and


A_PVCCERT_TELEMRKT_FLAG_N Primary Owner Privacy and Certification Information - Primary Telemarketing - No iMM Calculated Field if "FLAG_Y" is available CB Primary Owner Privacy and


Entity Information - Only one Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE

A_FULLNAME Entity Information - Entity Full Name EF Entity Information - Only one

A_TIN Entity Information - EIN, SSN, ITIN EF Entity Information - Only one

A_BIRTH_DATE Entity Information - Date of Birth EF Entity Information - Only one

A_BIRTH_DATE_DD Entity Information - Two digit date - Date of Birth EF Entity Information - Only one

A_BIRTH_DATE_MM Entity Information - Two digit month - Date of Birth EF Entity Information - Only one

A_BIRTH_DATE_YY Entity Information - Four digit Year - Date of Birth EF Entity Information - Only one

A_ID1_TYPE Entity Information - ID Type EF Entity Information - Only one

A_ID1_NUMBER Entity Information - ID Number EF Entity Information - Only one

A_ID1_AUTHORITY Entity Information - Issuing Authority EF Entity Information - Only one

A_ID1_ISSUE_DATE Entity Information - Issue Date EF Entity Information - Only one

A_ID1_ISSUE_DATE_DD Entity Information - Two digit date - ID#1 - Issue Date EF Entity Information - Only one

A_ID1_ISSUE_DATE_MM Entity Information - Two digit month - ID#1 - Issue Date EF Entity Information - Only one

A_ID1_ISSUE_DATE_YY Entity Information - Two digit Year - ID#1 - Issue Date EF Entity Information - Only one


A_ID1_EXPIRE_DATE Entity Information - Expiration Date EF Entity Information - Only one

A_ID1_EXPIRE_DATE_DD Entity Information - Two digit date - ID#1 - Expiration Date EF Entity Information - Only one

A_ID1_EXPIRE_DATE_MM Entity Information - Two digit month - ID#1 - Expiration Date EF Entity Information - Only one

A_ID1_EXPIRE_DATE_YY Entity Information - Two digit Year - ID#1 - Expiration Date EF Entity Information - Only one

A_ID1_DESCRIPTION Entity Information - Description EF Entity Information - Only one

A_ID2_TYPE Entity Information - ID Type EF Entity Information - Only one

A_ID2_NUMBER Entity Information - ID Number EF Entity Information - Only one

A_ID2_AUTHORITY Entity Information - Issuing Authority EF Entity Information - Only one

A_ID2_ISSUE_DATE Entity Information - Issue Date EF Entity Information - Only one

A_ID2_ISSUE_DATE_DD Entity Information - Two digit date - ID#2 - Issue Date EF Entity Information - Only one

A_ID2_ISSUE_DATE_MM Entity Information - Two digit month - ID#2 - Issue Date EF Entity Information - Only one

A_ID2_ISSUE_DATE_YY Entity Information - Two digit Year - ID#2 - Issue Date EF Entity Information - Only one

A_ID2_EXPIRE_DATE Entity Information - Expiration Date EF Entity Information - Only one

A_ID2_EXPIRE_DATE_DD Entity Information - Two digit date - ID#2 - Expiration Date EF Entity Information - Only one

A_ID2_EXPIRE_DATE_MM Entity Information - Two digit month - ID#2 - Expiration Date EF Entity Information - Only one

A_ID2_EXPIRE_DATE_YY Entity Information - Two digit Year - ID#2 - Expiration Date EF Entity Information - Only one

A_ID2_DESCRIPTION Entity Information - Description EF Entity Information - Only one A_NAME_VERIFICATION Entity Information - Name Verification EF Entity Information - Only one A_TIN_TYPE Entity Information - Tin Type EF Entity Information - Only one A_ACCOUNT_PASSWORD Entity Information - Account Password EF Entity Information - Only one


A_CITIZENSHIP_COUNTRY Entity Information - Country of citizenship EF Entity Information - Only one A_IRS_CITIZEN_STATUS Entity Information - IRS Country of citizenship EF Entity Information - Only one

A_MOTHERS_MAIDEN_NAME Entity Information - Mother's maiden name EF Entity Information - Only one

A_EFUNDS Entity Information - eFunds EF Entity Information - Only one

A_SECURITY_ANSWER Entity Information - Only one - Entity Security Answer EF Entity Information - Only one

A_SECURITY_HINT Entity Information - Security Hint EF Entity Information - Only one

A_SECURITY_QUESTION Entity Information - Security Question EF Entity Information - Only one

A_BUSINESS_CODE Entity Information - Business Code EF Entity Information - Only one

Entity ID Fields by Type: iMM Calculated Section based on the "A_ID1_TYPE" and "A_ID2_TYPE" fieldsReplace "XXX" with the appropriate ID Type PrefixDriver's Licence=DRV Example: A_DRV_NUMBERStudent ID=SCI Example: A_SCI_NUMBERPassport=PSP Example: A_PSP_NUMBEROther=OTH Example: A_OTH_NUMBER

A_XXX_TYPEEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Type

EF Entity ID Fields by Type

A_XXX_NUMBEREntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


A_XXX_AUTHORITYEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority



A_XXX_ISSUE_DATEEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


A_XXX_ISSUE_DATE_DDEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date


A_XXX_ISSUE_DATE_MMEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date


A_XXX_ISSUE_DATE_YYEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date


A_XXX_EXPIRE_DATEEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date


A_XXX_EXPIRE_DATE_DDEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


A_XXX_EXPIRE_DATE_MMEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


A_XXX_EXPIRE_DATE_YYEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date


A_XXX_DESCRIPTIONEntity 's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Description


Entity Email Information Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\EMAIL

A_HOME_EMAIL_ADDRESS Entity's Email Information - email address EF Entity Email Information


Entity Phone Information Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\PHONE_INFO

A_PRI_PH_FULLPHONE_H Entity's Phone Information - main phone (999) 999-9999 EF Entity Phone Information

A_PRI_PH_FULLPHONE_B Entity's Phone Information - Work Phone (999) 999-9999 EF Entity Phone Information

Entity Primary AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

A_PRI_ADDR_ADDRESS1 Entity's Primary Address - Street Address EF Entity Primary Address

A_PRI_ADDR_ADDRESS2 Entity's Primary Address - Apt/Suite EF Entity Primary Address

A_PRI_ADDR_CITY Entity's Primary Address - City EF Entity Primary Address

A_PRI_ADDR_STATE Entity's Primary Address - State EF Entity Primary Address

A_PRI_ADDR_ZIP Entity's Primary Address - ZIP EF Entity Primary Address

A_PRI_ADDR_ZIP4 Entity's Primary Address - ZIP4 EF Entity Primary Address

A_PRI_ADDR_CSZ Entity's Primary Address - iMM Calculated Field, Concatenated City, State Zip EF Entity Primary Address

A_PRI_ADDR_COUNTRY Entity's Primary Address - Country EF Entity Primary Address

Entity Alternate AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILE\ADDRESS_INFO

A_ALT_ADDR_ADDRESS1 Entity's Alternate Address - Street Address EF Entity Alternate Address

A_ALT_ADDR_ADDRESS2 Entity's Alternate Address - Street Address2 EF Entity Alternate Address

A_ALT_ADDR_CITY Entity's Alternate Address - City EF Entity Alternate Address


A_ALT_ADDR_STATE Entity's Alternate Address - State EF Entity Alternate Address

A_ALT_ADDR_ZIP Entity's Alternate Address - Zip EF Entity Alternate Address

A_ALT_ADDR_ZIP4 Entity's Alternate Address - Zip4 EF Entity Alternate Address

A_ALT_ADDR_CSZ Entity's Alternate Address - iMM Calculated Field, Concatenated City, State Zip EF Entity Alternate Address

A_ALT_ADDR_COUNTRY Entity's Alternate Address - Country EF Entity Alternate Address

Entity Physical Address

TGi_PHY_ADDR_ADDRESS1 Entity's Physical Address - Street Address EF Entity's Physical Address

TGi_PHY_ADDR_ADDRESS2 Entity's Physical Address - Street Address2 EF Entity's Physical Address

TGi_PHY_ADDR_CITY Entity's Physical Address - City EF Entity's Physical Address

TGi_PHY_ADDR_STATE Entity's Physical Address - State EF Entity's Physical Address

TGi_PHY_ADDR_ZIP Entity's Physical Address - Zip EF Entity's Physical Address

TGi_PHY_ADDR_COUNTRY Entity's Physical Address - Country EF Entity's Physical Address

TGi_PHY_ADDR_START_DATE Entity Physical Address - Start Date EF Entity's Physical Address

Entity Owner Privacy and Certification Information

A_PVCCERT_SHARE_FLAG_Y Entity Owner Privacy and Certification Information - Entity Member Acknowledge - Yes CB Entity Owner Privacy and


A_PVCCERT_SHARE_FLAG_N Entity Owner Privacy and Certification Information - Entity Member Acknowledge - No iMM Calculated Field if "FLAG_Y" is available CB Entity Owner Privacy and


A_PVCCERT_AFFIL_COMP_FLAG_Y Entity Owner Privacy and Certification Information - Entity Affiliated Companies - Yes CB Entity Owner Privacy and



A_PVCCERT_AFFIL_COMP_FLAG_N Entity Owner Privacy and Certification Information - Entity Affiliated Companies - No iMM Calculated Field if "FLAG_Y" is available CB Entity Owner Privacy and


A_PVCCERT_UNAFFIL_3RD_FLAG_Y Entity Owner Privacy and Certification Information - Entity Unaffiliated Third Parties - Yes CB Entity Owner Privacy and


A_PVCCERT_UNAFFIL_3RD_FLAG_NEntity Owner Privacy and Certification Information - Entity Unaffiliated Third Parties - No iMM Calculated Field if "FLAG_Y" is available

CB Entity Owner Privacy and Certification Information

A_PVCCERT_MRKT_EMAIL_FLAG_Y Entity Owner Privacy and Certification Information - Entity Marketing eMails - Yes CB Entity Owner Privacy and


A_PVCCERT_MRKT_EMAIL_FLAG_N Entity Owner Privacy and Certification Information - Entity Marketing eMails - Yes CB Entity Owner Privacy and


A_PVCCERT_MRKTMATERIAL_FLAG_Y Entity Owner Privacy and Certification Information - Entity Marketing Materials - Yes CB Entity Owner Privacy and


A_PVCCERT_MRKTMATERIAL_FLAG_NEntity Owner Privacy and Certification Information - Entity Marketing Materials - No iMM Calculated Field if "FLAG_Y" is available

CB Entity Owner Privacy and Certification Information

A_PVCCERT_TELEMRKT_FLAG_Y Entity Owner Privacy and Certification Information - Entity Telemarketing - Yes CB Entity Owner Privacy and


A_PVCCERT_TELEMRKT_FLAG_N Entity Owner Privacy and Certification Information - Entity Telemarketing - No iMM Calculated Field if "FLAG_Y" is available CB Entity Owner Privacy and


Joint Owner Information - The Document can be mapped for maximum 5 Joint Owner information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi

JNi_RELATIONSHIP_DESC Joint Owner Information - Relationship Description EF Joint Owner Information

JNi_PREFIX_NAME Joint Owner Information - Prefix EF Joint Owner Information


JNi_FIRST_NAME Joint Owner Information - First name EF Joint Owner Information

JNi_MIDDLE_NAME Joint Owner Information - Middle name EF Joint Owner Information

JNi_LAST_NAME Joint Owner Information - Last name EF Joint Owner Information

JNi_SUFFIX_NAME Joint Owner Information - Suffix EF Joint Owner Information

JNi_FULLNAME Joint Owner Information - Full name EF Joint Owner Information

JNi_TIN Joint Owner Information - SSN EF Joint Owner Information

JNi_BIRTH_DATE Joint Owner Information - Date of Birth EF Joint Owner Information

JNi_BIRTH_DATE_DD Joint Owner Information - Two digit date - Date of Birth EF Joint Owner Information

JNi_BIRTH_DATE_MM Joint Owner Information - Two digit month - Date of Birth EF Joint Owner Information

JNi_BIRTH_DATE_YY Joint Owner Information - Four digit Year - Date of Birth EF Joint Owner Information

JNi_MOTHERS_MAIDEN_NAME Joint Owner Information - Mother's Maiden Name EF Joint Owner Information

JNi_GENDER_DESC Joint Owner Information - Gender EF Joint Owner Information

JNi_GENDER_MALE_FLAG_Y Joint Owner Information - Male - Yes CB Joint Owner Information

JNi_GENDER_MALE_FLAG_N Joint Owner Information - Male - No iMM Calculated Field if "FLAG Y" is available CB Joint Owner Information

JNi_GENDER_FEMALE_FLAG_Y Joint Owner Information - Female - Yes CB Joint Owner Information

JNi_GENDER_FEMALE_FLAG_N Joint Owner Information - Female - No iMM Calculated Field if "FLAG Y" is available CB Joint Owner Information

JNi_CITIZENSHIP Joint Owner Information - Country of Citizenship EF Joint Owner Information

JNi_BIRTH_CITY Joint Owner Information - City of Birth EF Joint Owner Information

JNi_BIRTH_STATE Joint Owner Information - State of Birth EF Joint Owner Information

JNi_BIRTH_COUNTRY Joint Owner Information - Country of Birth EF Joint Owner Information


JNi_ID1_TYPE Joint Owner Information - ID Type EF Joint Owner Information

JNi_ID1_NUMBER Joint Owner Information - ID Number EF Joint Owner Information

JNi_ID1_AUTHORITY Joint Owner Information - Issuing Authority EF Joint Owner Information

JNi_ID1_ISSUE_DATE Joint Owner Information - Issue Date EF Joint Owner Information

JNi_ID1_ISSUE_DATE_DD Joint Owner Information - Two digit date - ID#1 - Issue Date EF Joint Owner Information

JNi_ID1_ISSUE_DATE_MM Joint Owner Information - Two digit month - ID#1 - Issue Date EF Joint Owner Information

JNi_ID1_ISSUE_DATE_YY Joint Owner Information - Two digit Year - ID#1 - Issue Date EF Joint Owner Information

JNi_ID1_EXPIRE_DATE Joint Owner Information - Expiration Date EF Joint Owner Information

JNi_ID1_EXPIRE_DATE_DD Joint Owner Information - Two digit date - ID#1 - Expiration Date EF Joint Owner Information

JNi_ID1_EXPIRE_DATE_MM Joint Owner Information - Two digit month - ID#1 - Expiration Date EF Joint Owner Information

JNi_ID1_EXPIRE_DATE_YY Joint Owner Information - Two digit Year - ID#1 - Expiration Date EF Joint Owner Information

JNi_ID1_DESCRIPTION Joint Owner Information - Description EF Joint Owner Information

JNi_ID2_TYPE Joint Owner Information - ID Type EF Joint Owner Information

JNi_ID2_NUMBER Joint Owner Information - ID Number EF Joint Owner Information

JNi_ID2_AUTHORITY Joint Owner Information - Issuing Authority EF Joint Owner Information

JNi_ID2_ISSUE_DATE Joint Owner Information - Issue Date EF Joint Owner Information

JNi_ID2_ISSUE_DATE_DD Joint Owner Information - Two digit date - ID#2 - Issue Date EF Joint Owner Information

JNi_ID2_ISSUE_DATE_MM Joint Owner Information - Two digit month - ID#2 - Issue Date EF Joint Owner Information

JNi_ID2_ISSUE_DATE_YY Joint Owner Information - Two digit Year - ID#2 - Issue Date EF Joint Owner Information

JNi_ID2_EXPIRE_DATE Joint Owner Information - Expiration Date EF Joint Owner Information


JNi_ID2_EXPIRE_DATE_DD Joint Owner Information - Two digit date - ID#2 - Expiration Date EF Joint Owner Information

JNi_ID2_EXPIRE_DATE_MM Joint Owner Information - Two digit month - ID#2 - Expiration Date EF Joint Owner Information

JNi_ID2_EXPIRE_DATE_YY Joint Owner Information - Two digit Year - ID#2 - Expiration Date EF Joint Owner Information

JNi_ID2_DESCRIPTION Joint Owner Information - Description EF Joint Owner Information

JNi_CITIZENSHIP_COUNTRY Joint Owner Information - Only one - Country of Citizenship EF Joint Owner Information

JNi_IRS_CITIZEN_STATUS Joint Owner Information - Only one - IRS Country of Citizenship EF Joint Owner Information

JNi_ADDR_SAME_AS_PRI_FLAG_Y Joint Owner Information - Address Same as Primary CB Joint Owner Information

JNi_TIN_TYPE Joint Owner Information - Tax ID Type EF Joint Owner Information

JNi_CUR_EMP_ADDRESS3 Joint Owner Information - Apt/Suite EF Joint Owner Information

JNi_QUALFILE_SCORE Joint Owner Information - Only one - Qualifile Score EF Joint Owner Information

JNi_OFAC_MATCHJoint Owner Information - Only one - OFAC Match (similar to other primary and joint fields may have up to 1 primary and 6 joint owners)

EF Joint Owner Information

JNi_QUALFILE_STRATEGY_ID Joint Owner Information - Only one - Qualifile Strategy ID EF Joint Owner Information

JNi_QUALFILE_ACTIONJoint Owner Information - Only one - Qualifile Action (similar to other primary and joint fields may have up to 1 primary and 6 joint owners)

EF Joint Owner Information

JNi_QUALFILE_ADDR_MATCH Joint Owner Information - Only one - Qualifile Address Match EF Joint Owner Information

JNi_EFUNDS Joint Owner Information - eFunds EF Joint Owner Information

JNi_SECURITY_ANSWER Joint Owner Information - Joint Security Answer EF Joint Owner Information


JNi_SECURITY_HINT Joint Owner Information - Joint Security Hint EF Joint Owner Information

JNi_SECURITY_QUESTION Joint Owner Information - Joint Security Question EF Joint Owner Information

Joint Owner ID Fields by Type: iMM Calculated Section based on the "JNi_ID1_TYPE" and "JNi_ID2_TYPE" fieldsReplace "XXX" with the appropriate ID Type PrefixDriver's Licence=DRV Example: JN1_DRV_NUMBERStudent ID=SCI Example: JN1_SCI_NUMBERPassport=PSP Example: JN1_PSP_NUMBEROther=OTH Example: JN1_OTH_NUMBER

JNi_XXX_TYPEJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - ID Type

EF Joint Owner ID Fields by Type

JNi_XXX_NUMBERJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


JNi_XXX_AUTHORITYJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority


JNi_XXX_ISSUE_DATEJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


JNi_XXX_ISSUE_DATE_DDJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date


JNi_XXX_ISSUE_DATE_MMJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date



JNi_XXX_ISSUE_DATE_YYJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date


JNi_XXX_EXPIRE_DATEJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date


JNi_XXX_EXPIRE_DATE_DDJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


JNi_XXX_EXPIRE_DATE_MMJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


JNi_XXX_EXPIRE_DATE_YYJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date


JNi_XXX_DESCRIPTIONJoint Owner's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Description


JNi_SETUP_W9_FLAG_Y Joint Owner's ID Fields by Type - W9 Notice Flag CB Joint Owner ID Fields by Type

JNi_VALID_SSN_FLAG_Y Joint Owner's ID Fields by Type - Valid SSN Flag CB Joint Owner ID Fields by Type

JNi_FOREIGN_STATUE_W8_FLAG_Y Joint Owner's ID Fields by Type - W8 Flag CB Joint Owner ID Fields by Type

JNi_RELATION_TO_PRI Joint Owner's ID Fields by Type - Relationship to Primary EF Joint Owner ID Fields by Type

Joint Owner Email InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi\JNi_EMAIL

JNi_HOME_EMAIL_ADDRESS Joint Owner's Email Information - email address EF Joint Owner Email Information


Joint Owner Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi\JNi_PHONE

JNi_PRI_PH_FULLPHONE_H Joint Owner's Phone Information - Home Phone EF Joint Owner Phone Information

JNi_PRI_PH_FULLPHONE_C Joint Owner's Phone Information - Cell Phone EF Joint Owner Phone Information

JNi_PRI_PH_FULLPHONE_B Joint Owner's Phone Information - Work Phone EF Joint Owner Phone Information

Joint Owner Primary AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi\JNi_ADDRESS

JNi_PRI_ADDR_ADDRESS1 Joint Owner's Primary Address - Street Address EF Joint Owner Primary Address

JNi_PRI_ADDR_ADDRESS2 Joint Owner's Primary Address - Street Address2 EF Joint Owner Primary Address

JNi_PRI_ADDR_CITY Joint Owner's Primary Address - City EF Joint Owner Primary Address

JNi_PRI_ADDR_STATE Joint Owner's Primary Address - State EF Joint Owner Primary Address

JNi_PRI_ADDR_ZIP Joint Owner's Primary Address - ZIP EF Joint Owner Primary Address

JNi_PRI_ADDR_ZIP4 Joint Owner's Primary Address - ZIP4 EF Joint Owner Primary Address

JNi_PRI_ADDR_CSZ Joint Owner's Primary Address - iMM Calculated Field, Concatenated City, State Zip EF Joint Owner Primary Address

JNi_PRI_ADDR_COUNTRY Joint Owner's Primary Address - Country EF Joint Owner Primary Address

JNi_PRI_ADDR_YEARS Joint Owner's Primary Address - Years at address EF Joint Owner Primary Address

JNi_PRI_ADDR_MONTHS Joint Owner's Primary Address - Months at address EF Joint Owner Primary Address

JNi_PRI_ADDR_OCCUPY_DESC Joint Owner's Primary Address - Residential Status EF Joint Owner Primary Address


Joint Member Primary Address Occupancy Fields as checkboxes for each Occupancy Type: iMM Calculated Fields based on the "JNi_PRI_ADDR_OCCUPY_DESC"Replace "XXX" with the appropriate Occupancy TypeNot Asked=NOT Example: JN1_PRI_ADDR_NOT_FLAG_YBoard/Room=BDR Example: JN1_PRI_ADDR_NOT_FLAG_YMilitary Residense=MLR Example: JN1_PRI_ADDR_NOT_FLAG_YLease=LSE Example: JN1_PRI_ADDR_NOT_FLAG_YOwn/Buying=OWN Example: JN1_PRI_ADDR_NOT_FLAG_YLive with others=LWO Example: JN1_PRI_ADDR_NOT_FLAG_YParents/Relatives=REL Example: JN1_PRI_ADDR_NOT_FLAG_YRent=RNT Example: JN1_PRI_ADDR_NOT_FLAG_YSecondary Residence=SCR Example: JN1_PRI_ADDR_NOT_FLAG_YOther=OTH Example: JN1_PRI_ADDR_NOT_FLAG_Y

JNi_PRI_ADDR_XXX_FLAG_YJoint Member's Primary Address Occupancy Fields - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet.

CB Joint Owner Primary Address

JNi_PRI_ADDR_XXX_FLAG_NJoint Member's Primary Address Occupancy Fields - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet.

CB Joint Owner Primary Address

Joint Member Alternate Address

JNi_ALT_ADDR_ADDRESS1 Joint Member's Joint Member's Alternate Address - Street Address EF Joint Demographics


JNi_ALT_ADDR_ADDRESS2 Joint Member's Alternate Address - Street Address2 EF Joint Demographics

JNi_ALT_ADDR_CITY Joint Member's Alternate Address - City EF Joint Demographics

JNi_ALT_ADDR_STATE Joint Member's Alternate Address - State EF Joint Demographics

JNi_ALT_ADDR_ZIP Joint Member's Alternate Address - ZIP EF Joint Demographics

JNi_ALT_ADDR_COUNTRY Joint Member's Alternate Address - Country EF Joint Demographics

JNi_ALT_ADDR_START_DATE Joint Member's Alternate Address - Start date EF Joint Demographics

JNi_ALT_ADDR_END_DATE Joint Member's Alternate Address - End date EF Joint Demographics

Joint Member Physical Address

JNi_PHY_ADDR_ADDRESS1 Joint Member's Joint Member's Physical Address - Street Address EF Joint Demographics

JNi_PHY_ADDR_ADDRESS2 Joint Member's Joint Member's Physical Address - Street Address EF Joint Demographics

JNi_PHY_ADDR_CITY Joint Member's Physical Address - Street Address2 EF Joint Demographics

JNi_PHY_ADDR_STATE Joint Member's Physical Address - City EF Joint Demographics


JNi_PHY_ADDR_ZIP Joint Member's Physical Address - State EF Joint Demographics

JNi_PHY_ADDR_COUNTRY Joint Member's Physical Address - ZIP EF Joint Demographics

JNi_PHY_ADDR_START_DATE Joint Member's Physical Address - Start Date EF Joint Demographics

Joint Owner Previous AddressHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi\JNi_ADDRESS

JNi_PRV_ADDR_ADDRESS1 Joint Owner's Previous Address - Street Address EF Joint Owner Previous Address

JNi_PRV_ADDR_ADDRESS2 Joint Owner's Previous Address - Street Address2 EF Joint Owner Previous Address

JNi_PRV_ADDR_CITY Joint Owner's Previous Address - City EF Joint Owner Previous Address

JNi_PRV_ADDR_STATE Joint Owner's Previous Address - State EF Joint Owner Previous Address

JNi_PRV_ADDR_ZIP4 Joint Owner's Previous Address - ZIP EF Joint Owner Previous Address

JNi_PRV_ADDR_ZIP Joint Owner's Previous Address - ZIP EF Joint Owner Previous Address

JNi_PRV_ADDR_CSZ Joint Owner's Previous Address - iMM Calculated Field, Concatenated City, State Zip EF Joint Owner Previous Address

JNi_PRV_ADDR_COUNTRY Joint Owner's Previous Address - Country EF Joint Owner Previous Address

JNi_PRV_ADDR_YEARS Joint Owner's Previous Address - Years at address EF Joint Owner Previous Address

JNi_PRV_ADDR_MONTHS Joint Owner's Previous Address - Months at address EF Joint Owner Previous Address


Joint Owner Employer Information Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEJi

JNi_CUR_EMP_EMPLOYED_FLAG Joint Owner's Employer Information - Employed EF Joint Owner Employer Information

JNi_CUR_EMP_BUSINESS_TYPE Joint Owner's Employer Information - Type EF Joint Owner Employer Information

JNi_CUR_EMP_BUSINESS_NAME Joint Owner's Employer Information - Business Name EF Joint Owner Employer Information

JNi_CUR_EMP_TITLE Joint Owner's Employer Information - Occupation/Title EF Joint Owner Employer Information

JNi_CUR_EMP_ADDRESS1 Joint Owner's Employer Information - Street Address EF Joint Owner Employer Information

JNi_CUR_EMP_ADDRESS2 Joint Owner's Employer Information - Street Address 2 EF Joint Owner Employer Information

JNi_CUR_EMP_CITY Joint Owner's Employer Information - City EF Joint Owner Employer Information

JNi_CUR_EMP_STATE Joint Owner's Employer Information - State EF Joint Owner Employer Information

JNi_CUR_EMP_ZIP Joint Owner's Employer Information - ZIP EF Joint Owner Employer Information

JNi_CUR_EMP_ZIP4 Joint Owner's Employer Information - ZIP4 EF Joint Owner Employer Information

JNi_CUR_EMP_CSZ Joint Owner's Employer Information - iMM Calculated Field, Concatenated City, State Zip EF Joint Owner Employer Information

JNi_CUR_EMP_COUNTRY Joint Owner's Employer Information - Country EF Joint Owner Employer Information

JNi_CUR_EMP_YEARS Joint Owner's Employer Information - Years at Job EF Joint Owner Employer Information

JNi_CUR_EMP_MONTHS Joint Owner's Employer Information - Months at Job EF Joint Owner Employer Information


JNi_CUR_EMP_FULLPHONE Joint Owner's Employer Information - Work phone EF Joint Owner Employer Information

JNi_CUR_EMP_EXT Joint Owner's Employer Information - Work phone extension EF Joint Owner Employer Information

JNi_CUR_EMP_PAY_AMOUNT Joint Owner's Employer Information - Salary EF Joint Owner Employer Information

JNi_CUR_EMP_PAY_FREQ Joint Owner's Employer Information - Salary Frequency EF Joint Owner Employer Information

JNi_PRI_EMP_EMPLOYED Joint Owner's Employer Information - Employed EF Joint Owner Employer Information

JNi_PRI_EMP_SELF_EMP_FLAG_Y Joint Owner's Employment Status - Self-Employed CB Joint Owner Employer Information

JNi_PRI_EMP_RETIRED_FLAG_Y Joint Owner's Employment Status - Employed - Retired CB Joint Owner Employer Information

JNi_PRI_EMP_NOT_APPL_FLAG_Y Joint Owner's Employment Status - Not Applicable CB Joint Owner Employer Information

JNi_PRI_EMP_NOTEMPLOYED_FLAG_Y Joint Owner's Employment Status - Not Curently Employed CB Joint Owner Employer Information

JNi_CUR_EMP_START_DATE Joint Owner's Employment Status - Employment Start Date (Need for Joint Owner 1 and Joint Owner2) EF Joint Owner Employer Information

JNi_EMP_NAME Joint Owner's Employment Status - Employer Name EF Joint Owner Employer Information

JNi_OCCUPATION Joint Owner's Employment Status - Occupation EF Joint Owner Employer Information

JNi_SALARY_RANGE Joint Owner's Employment Status - Salary Range EF Joint Owner Employer Information

JNi_PRI_EMP_INDUSTRY Joint Owner's Employment Status - Employer Industry EF Joint Owner Employer Information

Joint Owner Privacy and Certification Information

JNi_PVCCERT_FORMER_NAME Joint Owner Privacy and Certification Information -Joint Former Name EF Joint Owner Privacy and Certification

Information


JNi_PVCCERT_VALID_TIN_FLAG_Y Joint Owner Privacy and Certification Information - Tin is valid - Yes CB Joint Owner Privacy and Certification Information

JNi_PVCCERT_VALID_TIN_FLAG_N Joint Owner Privacy and Certification Information - Tin is valid - No CB Joint Owner Privacy and Certification Information

JNi_PVCCERT_FRGN_STATUS_FLAG_Y Joint Owner Privacy and Certification Information - Foreign Status/W-8 - Yes CB Joint Owner Privacy and Certification

Information

JNi_PVCCERT_FRGN_STATUS_FLAG_N Joint Owner Privacy and Certification Information - Foreign Status/W-8 - No CB Joint Owner Privacy and Certification

Information

JNi_PVCCERT_W9_NOTICE_FLAG_Y Joint Owner Privacy and Certification Information - Setup W-9 Notice - Yes CB Joint Owner Privacy and Certification

Information

JNi_PVCCERT_W9_NOTICE_FLAG_N Joint Owner Privacy and Certification Information - Setup W-9 Notice - Np CB Joint Owner Privacy and Certification

Information

Joint Owner ChexSystems Reports

JNi_CREDIT_SCORE Joint Owner - Credit Score EF ChexSystems Report

JNi_PRODUCT_OFFER_i Joint Owner - Product Offer (Up to 10 iterations) EF ChexSystems Report

JNi_PRODUCT_OFFER_RATE_i Joint Owner - Product Offer Rate (Up to 10 iterations) EF ChexSystems Report

JNi_PRODUCT_OFFER_LIM_i Joint Owner - Product Offer Limit (Up to 10 iterations) EF ChexSystems Report

JNi_ACCT_ACTION_DESC_i Joint Owner - Account Action Text (Up to 10 iterations) EF ChexSystems Report

Beneficiary Information - The Document can be mapped for maximum 6 Beneficiaries information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEBi

BEi_RELATIONSHIP_DESC Beneficiary Information - Relationship Description EF Beneficiary Information

BEi_PREFIX_NAME Beneficiary Information - Prefix EF Beneficiary Information

BEi_FIRST_NAME Beneficiary Information - First name EF Beneficiary Information


BEi_MIDDLE_NAME Beneficiary Information - Middle name EF Beneficiary Information

BEi_LAST_NAME Beneficiary Information - Last name EF Beneficiary Information

BEi_SUFFIX_NAME Beneficiary Information - Suffix EF Beneficiary Information

BEi_FULLNAME Beneficiary Information - Full Name created by default EF Beneficiary Information

BEi_RELATIONSHIP Beneficiary Information - Relationship EF Beneficiary Information

BEi_TIN Beneficiary Information - SSN EF Beneficiary Information

BEi_BIRTH_DATE Beneficiary Information - Date of Birth EF Beneficiary Information

BEi_BIRTH_DATE_DD Beneficiary Information - Two digit date - Date of Birth EF Beneficiary Information

BEi_BIRTH_DATE_MM Beneficiary Information - Two digit month - Date of Birth EF Beneficiary Information

BEi_BIRTH_DATE_YY Beneficiary Information - Four digit Year - Date of Birth EF Beneficiary Information

BEi_PERCENTAGE Beneficiary Information - Percentage EF Beneficiary Information

BEi_ELIGIBLE_THROUGH_DESC Beneficiary Information - Eligible for Membership Through EF Beneficiary Information

BEi_LIVE_WORK_STUDY_IN_DESC Beneficiary Information - Live/Work/Study/Worship in EF Beneficiary Information

BEi_RELATION_CODE Beneficiary Information - Family Household Relation (Code) EF Beneficiary Information

BEi_FAMILY_MEMBER_DESC Beneficiary Information - Family Household Member EF Beneficiary Information


BEi_FAMILY_MEMBER_ACCT Beneficiary Information - Family Household Member Account EF Beneficiary Information

BEi_TITLE Beneficiary Information - Position/Title EF Beneficiary Information

BEi_ADDR_SAME_AS_PRI_FLAG_Y Beneficiary Information - Address Same as Primary CB Beneficiary Information

BEi_HOME_EMAIL_ADDRESS Beneficiary Information - Email address EF Beneficiary Information

BEi_GENDER_DESC Beneficiary Information - Gender EF Beneficiary Information

BEi_MOTHERS_MAIDEN_NAME Beneficiary Information - Mother's Maiden Name EF Beneficiary Information

BEi_CITIZENSHIP Beneficiary Information - Country of Citizenship EF Beneficiary Information

BEi_RELATION_TO_PRI Beneficiary Information - Relationship to Primary EF Beneficiary Information

BEi_RELATION_TO_GRANT_TRUSTOR Beneficiary Information - Relationship to Grantor/Trustor EF Beneficiary Information

BEi_ID1_TYPE Beneficiary Information - ID#1 - ID Type EF Beneficiary Information

BEi_TOT_PERCENTAGE Beneficiary Information - Total Percentage (of all Beneficiaries) EF Beneficiary Information

BEi_EFUNDS Beneficiary Information - eFunds EF Beneficiary Information

BEi_W8_ISSUE_DATE Beneficiary Information - W8 Issue Date EF Beneficiary Information

BEi_FOREIGN_STATUE_W8_FLAG_Y Beneficiary Information - Foreign Statue/W8 Flag CB Beneficiary Information

BEi_IRS_TAX_COUNTRY Beneficiary Information - IRS Tax Country EF Beneficiary Information


BEi_ID1_EXPIRE_DATE Beneficiary Information - ID Expiration Date EF Beneficiary Information

BEi_ID1_AUTHORITY Beneficiary Information - ID Issuer EF Beneficiary Information

BEi_ID1_NUMBER Beneficiary Information - ID Number EF Beneficiary Information

BEi_ID1_ISSUE_DATE Beneficiary Information - ID Issue Date EF Beneficiary Information

BEi_ID1_DESCRIPTION Beneficiary Information - ID Description EF Beneficiary Information

BEi_TIN_TYPE Beneficiary Information - Tax ID Type EF Beneficiary Information

BEi_VALID_SSN_FLAG_Y Beneficiary Information - Valid SSN Flag CB Beneficiary Information

BEi_EMAIL_VALIDATION Beneficiary Information - eMail Validation EF Beneficiary Information

BEi_SETUP_W9_FLAG_Y Beneficiary Information - W9 Notice Flag CB Beneficiary Information

BEi_BEN_PERCENTAGE Beneficiary Information - Benefit Percentage EF Beneficiary Information

BEi_IRS_CITIZENSHIP_STATUS Beneficiary Information - IRS Citizenship Status EF Beneficiary Information

BEi_OFAC_MATCH Beneficiary Information - OFAC Match EF Beneficiary Information

BEi_ACCT_ACTION Beneficiary Information - Account Action EF Beneficiary Information

BEi_OCCUPATION Beneficiary Information - Occupation EF Beneficiary Information

BEi_EMP_NAME Beneficiary Information - Employer name EF Beneficiary Information

BEi_SALARY_RANGE Beneficiary Information - Salary Range EF Beneficiary Information


BEi_PRI_EMP_INDUSTRY Beneficiary Information - Employer Industry EF Beneficiary Information

BEi_TITLE_TEXT Beneficiary Information - Title text EF Beneficiary Information

BEi_SECURITY_ANSWER Beneficiary Information - Security Answer EF Beneficiary Information

BEi_SECURITY_HINT Beneficiary Information - Security Hint EF Beneficiary Information

BEi_SECURITY_QUESTION Beneficiary Information - Security Question EF Beneficiary Information

BEi_CITIZENSHIP_COUNTRY Beneficiary Information - Citizenship Country EF Beneficiary Information

Beneficiary Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEBi\BEi_PHONE EF Beneficiary Information

BEi_PRI_PH_FULLPHONE_H Beneficiary Primary Phone Information - Home phone EF Beneficiary Primary Phone Information

BEi_PRI_PH_FULLPHONE_B Beneficiary Primary Phone Information - Business phone EF Beneficiary Primary Phone Information

BEi_PRI_PH_FULLPHONE_C Beneficiary Primary Phone Information - Cell phone EF Beneficiary Primary Phone Information

Beneficiary Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEBi\BEi_ADDRESS

BEi_PRI_ADDR_ADDRESS1 Beneficiary Primary Address Information - Street Address EF Beneficiary Primary Address Information

BEi_PRI_ADDR_ADDRESS2 Beneficiary Primary Address Information - Street Address2 EF Beneficiary Primary Address Information

BEi_PRI_ADDR_CITY Beneficiary Primary Address Information - City EF Beneficiary Primary Address Information


BEi_PRI_ADDR_STATE Beneficiary Primary Address Information - State EF Beneficiary Primary Address Information

BEi_PRI_ADDR_ZIP Beneficiary Primary Address Information - ZIP EF Beneficiary Primary Address Information

BEi_PRI_ADDR_ZIP4 Beneficiary Primary Address Information - ZIP EF Beneficiary Primary Address Information

BEi_PRI_ADDR_CSZ Beneficiary Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Beneficiary Primary Address Information

BEi_PRI_ADDR_COUNTRY Beneficiary Primary Address Information - Country EF Beneficiary Primary Address Information


Contingent Beneficiary Information - The Document can be mapped for maximum 4 Contingent Beneficiaries information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECBi

CBi_RELATIONSHIP_DESC Contingent Beneficiary Information - Relationship Description EF Contingent Beneficiary Information

CBi_PREFIX_NAME Contingent Beneficiary Information - Prefix EF Contingent Beneficiary Information

CBi_FIRST_NAME Contingent Beneficiary Information - First name EF Contingent Beneficiary Information

CBi_MIDDLE_NAME Contingent Beneficiary Information - Middle name EF Contingent Beneficiary Information

CBi_LAST_NAME Contingent Beneficiary Information - Last name EF Contingent Beneficiary Information

CBi_SUFFIX_NAME Contingent Beneficiary Information - Suffix EF Contingent Beneficiary Information

CBi_FULLNAME Contingent Beneficiary Information - Full Name created by default EF Contingent Beneficiary Information

CBi_RELATIONSHIP Contingent Beneficiary Information - Relationship EF Contingent Beneficiary Information

CBi_TIN Contingent Beneficiary Information - SSN EF Contingent Beneficiary Information

CBi_BIRTH_DATE Contingent Beneficiary Information - Date of Birth EF Contingent Beneficiary Information

CBi_BIRTH_DATE_DD Contingent Beneficiary Information - Two digit date - Date of Birth EF Contingent Beneficiary Information

CBi_BIRTH_DATE_MM Contingent Beneficiary Information - Two digit month - Date of Birth EF Contingent Beneficiary Information

CBi_BIRTH_DATE_YY Contingent Beneficiary Information - Four digit Year - Date of Birth EF Contingent Beneficiary Information

CBi_PERCENTAGE Contingent Beneficiary Information - Percentage EF Contingent Beneficiary Information


CBi_TOT_PERCENTAGE Contingent Beneficiary Information -Total Percentage (of all Contingent Beneficiaries) EF Contingent Beneficiary Information

CBi_ELIGIBILITY Contingent Beneficiary Information - Membership Eligibility EF Contingent Beneficiary Information

CBi_LIVE_WORK_STUDY_IN_DESC Contingent Beneficiary Information - Live/Work/Study EF Contingent Beneficiary Information

CBi_RELATION_CODE Contingent Beneficiary Information - Family Household Relation (Cod EF Contingent Beneficiary Information

CBi_FAMILY_MEMBER_DESC Contingent Beneficiary Information - Family Member Description EF Contingent Beneficiary Information

CBi_FAMILY_MEMBER_ACCT Contingent Beneficiary Information - Family Member Account EF Contingent Beneficiary Information

CBi_ADDR_SAME_AS_PRI_FLAG_Y Contingent Beneficiary Information - Address Same as Primary CB Contingent Beneficiary Information

CBi_EMAIL_ADDRESS Contingent Beneficiary Information - Email address EF Contingent Beneficiary Information

CBi_GENDER_DESC Contingent Beneficiary Information - Gender EF Contingent Beneficiary Information

CBi_MOTHERS_MAIDEN_NAME Contingent Beneficiary Information - Mother's Maiden Name EF Contingent Beneficiary Information

CBi_CITIZENSHIP_COUNTRY Contingent Beneficiary Information - Country of Citizenship EF Contingent Beneficiary Information

CBi_RELATION_TO_PRI Contingent Beneficiary Information - Relationship to Primary EF Contingent Beneficiary Information

CBi_RELATION_TO_GRANT_TRUSTOR Contingent Beneficiary Information - Relationship to Grantor/Trustor EF Contingent Beneficiary Information

CBi_ID1_TYPE Contingent Beneficiary Information - ID1 Type EF Contingent Beneficiary Information

CBi_ID1_NUMBER Contingent Beneficiary Information - ID Number EF Contingent Beneficiary Information

CBi_ID1_AUTHORITY Contingent Beneficiary Information - ID Issuing Authority EF Contingent Beneficiary Information

CBi_ID1_ISSUE_DATE Contingent Beneficiary Information - ID Issue Date EF Contingent Beneficiary Information

CBi_ID1_EXPIRE_DATE Contingent Beneficiary Information - ID Expiration Date EF Contingent Beneficiary Information

CBi_ID1_DESCRIPTION Contingent Beneficiary Information - ID Description EF Contingent Beneficiary Information

CBi_EFUNDS Contingent Beneficiary Information - eFunds EF Contingent Beneficiary Information

CBi_W8_ISSUE_DATE Contingent Beneficiary Information - W8 Issue Date EF Contingent Beneficiary Information


CBi_FOREIGN_STATUE_W8_FLAG_Y Contingent Beneficiary Information - Foreign Statue/W8 Flag CB Contingent Beneficiary Information

CBi_IRS_TAX_COUNTRY Contingent Beneficiary Information - IRS Tax Country EF Contingent Beneficiary Information

CBi_BEN_PERCENTAGE Contingent Beneficiary Information - Benefit Percentage EF Contingent Beneficiary Information

CBi_OFAC_MATCH Contingent Beneficiary Information - OFAC Match EF Contingent Beneficiary Information

CBi_ACCT_ACTION Contingent Beneficiary Information - Account Action EF Contingent Beneficiary Information

CBi_EMP_NAME Contingent Beneficiary Information - Employer Name EF Contingent Beneficiary Information

CBi_OCCUPATION Contingent Beneficiary Information - Occupation EF Contingent Beneficiary Information

CBi_SALARY_RANGE Contingent Beneficiary Information - Salary Range EF Contingent Beneficiary Information

CBi_PRI_EMP_INDUSTRY Contingent Beneficiary Information - Employer Industry EF Contingent Beneficiary Information

CBi_TITLE_TEXT Contingent Beneficiary Information - Title text EF Contingent Beneficiary Information

CBi_SECURITY_ANSWER Contingent Beneficiary - Security Answer EF Contingent Beneficiary Information

CBi_SECURITY_HINT Contingent Beneficiary - Security Hint EF Contingent Beneficiary Information

CBi_SECURITY_QUESTION Contingent Beneficiary - Security Question EF Contingent Beneficiary Information

CBi_IRS_CITIZENSHIP_STATUS Contingent Beneficiary - IRS Citizenship Status EF Contingent Beneficiary Information

CBi_TIN_TYPE Contingent Beneficary - Tax ID Type EF Contingent Beneficiary Information


Contingent Beneficiary Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECBi\CBi_PHONE

CBi_PRI_PH_FULLPHONE_H Contingent Beneficiary Primary Phone Information - Home phone EF Contingent Beneficiary Primary Phone Information

CBi_PRI_PH_FULLPHONE_B Contingent Beneficiary Primary Phone Information - Business phone EF Contingent Beneficiary Primary Phone Information

CBi_PRI_PH_FULLPHONE_C Contingent Beneficiary Primary Phone Information - Cell phone EF Contingent Beneficiary Primary Phone Information

Contingent Beneficiary Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECBi\CBi_ADDRESS

CBi_PRI_ADDR_ADDRESS1 Contingent Beneficiary Primary Address Information - Street Address EF Contingent Beneficiary

Primary Address Information

CBi_PRI_ADDR_ADDRESS2 Contingent Beneficiary Primary Address Information - Street Address2 EF Contingent Beneficiary


CBi_PRI_ADDR_CITY Contingent Beneficiary Primary Address Information - City EF Contingent Beneficiary Primary Address Information

CBi_PRI_ADDR_STATE Contingent Beneficiary Primary Address Information - State EF Contingent Beneficiary Primary Address Information

CBi_PRI_ADDR_ZIP Contingent Beneficiary Primary Address Information - ZIP EF Contingent Beneficiary Primary Address Information

CBi_PRI_ADDR_ZIP4 Contingent Beneficiary Primary Address Information - ZIP4 EF Contingent Beneficiary Primary Address Information

CBi_PRI_ADDR_CSZ Contingent Beneficiary Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Contingent Beneficiary


CBi_PRI_ADDR_COUNTRY Contingent Beneficiary Primary Address Information - Country EF Contingent Beneficiary Primary Address Information


Authorized Signer Information - The Document can be mapped for maximum 4 Authorized Signers information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEASi

ASi_RELATIONSHIP_DESC Authorized Signer Information - Relationship Description EF Authorized Signer Information

ASi_PREFIX_NAME Authorized Signer Information - Prefix EF Authorized Signer Information

ASi_FIRST_NAME Authorized Signer Information - First name EF Authorized Signer Information

ASi_MIDDLE_NAME Authorized Signer Information - Middle name EF Authorized Signer Information

ASi_LAST_NAME Authorized Signer Information - Last name EF Authorized Signer Information

ASi_SUFFIX_NAME Authorized Signer Information - Suffix EF Authorized Signer Information

ASi_FULLNAME Authorized Signer Information - Full Name EF Authorized Signer Information

ASi_TITLE Authorized Signer Information - Position/Title EF Authorized Signer Information

ASi_INFO_PERSON Authorized Signer Information - Name/s EF Authorized Signer Information

ASi_TIN Authorized Signer Information - SSN EF Authorized Signer Information

ASi_BIRTH_DATE Authorized Signer Information - Date of Birth EF Authorized Signer Information

ASi_BIRTH_DATE_DD Authorized Signer Information - Two digit date - Date of Birth EF Authorized Signer Information

ASi_BIRTH_DATE_MM Authorized Signer Information - Two digit month - Date of Birth EF Authorized Signer Information

ASi_BIRTH_DATE_YY Authorized Signer Information - Four digit Year - Date of Birth EF Authorized Signer Information


ASi_MOTHERS_MAIDEN_NAME Authorized Signer Information - Mother's Maiden Name EF Authorized Signer Information

ASi_ID1_TYPE Authorized Signer Information - ID#1 - ID Type EF Authorized Signer Information

ASi_ID1_NUMBER Authorized Signer Information - ID#1 - ID Number EF Authorized Signer Information

ASi_ID1_AUTHORITY Authorized Signer Information - ID#1 - Issuing Authority EF Authorized Signer Information

ASi_ID1_ISSUE_DATE Authorized Signer Information - Issue Date EF Authorized Signer Information

ASi_ID1_ISSUE_DATE_DD Authorized Signer Information - Two digit date - ID#1 - Issue Date EF Authorized Signer Information

ASi_ID1_ISSUE_DATE_MM Authorized Signer Information - Two digit month - ID#1 - Issue Date EF Authorized Signer Information

ASi_ID1_ISSUE_DATE_YY Authorized Signer Information - Two digit Year - ID#1 - Issue Date EF Authorized Signer Information

ASi_ID1_EXPIRE_DATE Authorized Signer Information - Expiration Date EF Authorized Signer Information

ASi_ID1_EXPIRE_DATE_DD Authorized Signer Information - Two digit date - ID#1 - Expiration Date EF Authorized Signer Information

ASi_ID1_EXPIRE_DATE_MM Authorized Signer Information - Two digit month - ID#1 - Expiration Date EF Authorized Signer Information

ASi_ID1_EXPIRE_DATE_YY Authorized Signer Information - Two digit Year - ID#1 - Expiration Date EF Authorized Signer Information

ASi_ID1_DESCRIPTION Authorized Signer Information - ID#1 - Description EF Authorized Signer Information

ASi_ID2_TYPE Authorized Signer Information - ID#2 - ID Type EF Authorized Signer Information

ASi_ID2_NUMBER Authorized Signer Information - ID#2 - ID Number EF Authorized Signer Information


ASi_ID2_AUTHORITY Authorized Signer Information - ID#2 - Issuing Authority EF Authorized Signer Information

ASi_ID2_ISSUE_DATE Authorized Signer Information - Issue Date EF Authorized Signer Information

ASi_ID2_ISSUE_DATE_DD Authorized Signer Information - Two digit date - ID#2 - Issue Date EF Authorized Signer Information

ASi_ID2_ISSUE_DATE_MM Authorized Signer Information - Two digit month - ID#2 - Issue Date EF Authorized Signer Information

ASi_ID2_ISSUE_DATE_YY Authorized Signer Information - Two digit Year - ID#2 - Issue Date EF Authorized Signer Information

ASi_ID2_EXPIRE_DATE Authorized Signer Information - Expiration Date EF Authorized Signer Information

ASi_ID2_EXPIRE_DATE_DD Authorized Signer Information - Two digit date - ID#2 - Expiration Date EF Authorized Signer Information

ASi_ID2_EXPIRE_DATE_MM Authorized Signer Information - Two digit month - ID#2 - Expiration Date EF Authorized Signer Information

ASi_ID2_EXPIRE_DATE_YY Authorized Signer Information - Two digit Year - ID#2 - Expiration Date EF Authorized Signer Information

ASi_ID2_DESCRIPTION Authorized Signer Information - ID#2 - Description EF Authorized Signer Information

ASi_ELIGIBLE_THROUGH_DESC Authorized Signer Membership Information - Eligible for Membership Through EF Authorized Signer Information

ASi_LIVE_WORK_STUDY_IN_DESC Authorized Signer Membership Information - Live/Work/Study/Worship in EF Authorized Signer Information

ASi_FAMILY_MEMBER_CODE Authorized Signer Membership Information - Family Household Relation (Code) EF Authorized Signer Information

ASi_FAMILY_MEMBER_DESC Authorized Signer Member Information - Family Household Member EF Authorized Signer Information

ASi_FAMILY_MEMBER_ACCT Authorized Signer Member Information - Family Household Member Account EF Authorized Signer Information


ASi_TITLE Authorized Signer Information - Title EF Authorized Signer Information

ASi_GENDER_DESC Authorized Signer Information - Gender EF Authorized Signer Information

ASi_GENDER_MALE_FLAG_Y Authorized Signer Information - Male - Yes CB Authorized Signer Information

ASi_GENDER_MALE_FLAG_N Authorized Signer Information - Male - No CB Authorized Signer Information

ASi_GENDER_FEMALE_FLAG_Y Authorized Signer Information - Female -Yes CB Authorized Signer Information

ASi_GENDER_FEMALE_FLAG_N Authorized Signer Information - Female - No CB Authorized Signer Information

ASi_BIRTH_CITY Authorized Signer Information - Place of Birth - City EF Authorized Signer Information

ASi_BIRTH_STATE Authorized Signer Information - Place of Birth - State EF Authorized Signer Information

ASi_BIRTH_COUNTRY Authorized Signer Information - Place of Birth - Country EF Authorized Signer Information

ASi_RELATION_TO_PRI Authorized Signer Information - Relationship to Primary EF Authorized Signer Information

ASi_RELATION_TO_GRANT_TRUSTOR Authorized Signer Information - Relationship to Grantor/Trustor EF Authorized Signer Information

ASi_CITIZENSHIP_COUNTRY Authorized Signer - Country of Citizenship EF Authorized Signer Information

ASi_IRS_CITIZEN_STATUS New required field. Authorized Signer - IRS Country of Citizenship EF Authorized Signer Information

ASi_PRI_ADDR_OCCUPY_DESC Authorized Signer Primary Address - Occupancy Description EF Authorized Signer Information


ASi_ADDR_SAME_AS_PRI_FLAG_Y Authorized Signer - Address Same as Primary CB Authorized Signer Information

ASi_EFUNDS Authorized Signer - eFunds EF Authorized Signer Information

ASi_W8_ISSUE_DATE Authorized Signer - W8 Issue Date EF Authorized Signer Information

ASi_FOREIGN_STATUE_W8_FLAG_Y Authorized Signer - Foreign Statue/W8 Flag CB Authorized Signer Information

ASi_IRS_TAX_COUNTRY Authorized Signer - IRS Tax Country EF Authorized Signer Information

ASi_SETUP_W9_FLAG_Y Authorized Signer - W9 Notice Flag CB Authorized Signer Information

ASi_TIN_TYPE Authorized Signer - TIN Type EF Authorized Signer Information

ASi_VALID_SSN_FLAG_Y Authorized Signer - Valid SSN Flag CB Authorized Signer Information

ASi_OFAC_MATCH Authorized Signer - OFAC Match CB Authorized Signer Information

ASi_ACCT_ACTION Authorized Signer - Account Action CB Authorized Signer Information

ASi_EMP_NAME Authorized Signer - Employer name EF Authorized Signer Information

ASi_OCCUPATION Authorized Signer - Occupation EF Authorized Signer Information

ASi_SALARY_RANGE Authorized Signer - Salary Range EF Authorized Signer Information

ASi_PRI_EMP_INDUSTRY Authorized Signer - Employer Industry EF Authorized Signer Information

ASi_TITLE_TEXT Authorized Signer - Title Text EF Authorized Signer Information


ASi_SECURITY_ANSWER Authorized Signer - Signer Security Answer EF Authorized Signer Information

ASi_SECURITY_HINT Authorized Signer - Signer Security Hint EF Authorized Signer Information

ASi_SECURITY_QUESTION Authorized Signer - Signer Security Question EF Authorized Signer Information

ASi_IRS_CITIZENSHIP_STATUS Authorized Signer - IRS Citizenship Status EF Authorized Signer Information


Authorized Signer ID Fields by Type: iMM Calculated Section based on the "ASi_ID1_TYPE" and "ASi_ID2_TYPE" fieldsReplace "XXX" with the appropriate ID Type PrefixDriver's Licence=DRV Example: AS1_DRV_NUMBERStudent ID=SCI Example: AS1_SCI_NUMBERPassport=PSP Example: AS1_PSP_NUMBEROther=OTH Example: AS1_OTH_NUMBER

ASi_XXX_TYPEAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - ID Type

EF Authorized Signer ID Fields by Type

ASi_XXX_NUMBERAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


ASi_XXX_AUTHORITYAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority


ASi_XXX_ISSUE_DATEAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


ASi_XXX_ISSUE_DATE_DDAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date


ASi_XXX_ISSUE_DATE_MMAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date


ASi_XXX_ISSUE_DATE_YYAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date



ASi_XXX_EXPIRE_DATEAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date


ASi_XXX_EXPIRE_DATE_DDAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


ASi_XXX_EXPIRE_DATE_MMAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


ASi_XXX_EXPIRE_DATE_YYAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date


ASi_XXX_DESCRIPTIONAuthorized Signer's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Description


Authorized Signer Email InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEASi

ASi_HOME_EMAIL_ADDRESS Authorized Signer Email Information - email address EF Authorized Signer Email Information

Authorized Signer Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEASi\ASi_PHONE

ASi_PRI_PH_FULLPHONE_H Authorized Signer Primary Phone Information - Home Phone EF Authorized Signer Phone Information

ASi_PRI_PH_FULLPHONE_C Authorized Signer Primary Phone Information - Cell Phone EF Authorized Signer Phone Information

ASi_PRI_PH_FULLPHONE_B Authorized Signer Primary Phone Information - Work Phone EF Authorized Signer Phone Information


Authorized Signer Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEASi\ASi_ADDRESS

ASi_PRI_ADDR_ADDRESS1 Authorized Signer's Primary Address - Street Address EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_ADDRESS2 Authorized Signer's Primary Address - Street Address2 EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_CITY Authorized Signer's Primary Address - City EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_STATE Authorized Signer's Primary Address - State EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_ZIP Authorized Signer's Primary Address - ZIP EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_ZIP4 Authorized Signer's Primary Address - ZIP EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_CSZ Authorized Signer's Primary Address - iMM Calculated Field, Concatenated City, State Zip EF Authorized Signer Primary

Address Information

ASi_PRI_ADDR_COUNTRY Authorized Signer's Primary Address - Country EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_YEARS Authorized Signer's Primary Address - Years at address EF Authorized Signer Primary Address Information

ASi_PRI_ADDR_MONTHS Authorized Signer's Primary Address - Months at address EF Authorized Signer Primary Address Information

Authorized Signer Previous Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEASi\ASi_ADDRESS

ASi_PRV_ADDR_ADDRESS1 Authorized Signer's Previous Address - Street Address EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_ADDRESS2 Authorized Signer's Previous Address - Street Address2 EF Authorized Signer Previous Address Information


ASi_PRV_ADDR_CITY Authorized Signer's Previous Address - City EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_STATE Authorized Signer's Previous Address - State EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_ZIP Authorized Signer's Previous Address - ZIP EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_ZIP4 Authorized Signer's Previous Address - ZIP4 EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_CSZ Authorized Signer's Previous Address - iMM Calculated Field, Concatenated City, State Zip EF Authorized Signer Previous

Address Information

ASi_PRV_ADDR_COUNTRY Authorized Signer's Previous Address - Country EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_YEARS Authorized Signer's Previous Address - Years at address EF Authorized Signer Previous Address Information

ASi_PRV_ADDR_MONTHS Authorized Signer's Previous Address - Months at address EF Authorized Signer Previous Address Information

Trustee Information - The Document can be mapped for maximum 2 Trustees information. Host XML Hirarchy: DATA\PRODUCT\MEMBER_FILETEi

TEi_RELATIONSHIP_DESC Trustee Information - Relationship Description EF Trustee Information

TEi_PREFIX_NAME Trustee Information - Prefix EF Trustee Information

TEi_FIRST_NAME Trustee Information - First name EF Trustee Information

TEi_MIDDLE_NAME Trustee Information - Middle name EF Trustee Information

TEi_LAST_NAME Trustee Information - Last name EF Trustee Information

TEi_SUFFIX_NAME Trustee Information - Suffix EF Trustee Information


TEi_FULLNAME Trustee Information - Full Name created by default EF Trustee Information

TEi_TIN Trustee Information - SSN EF Trustee Information

TEi_BIRTH_DATE Trustee Information - Date of Birth EF Trustee Information

TEi_BIRTH_DATE_DD Trustee Information - Two digit date - Date of Birth EF Trustee Information

TEi_BIRTH_DATE_MM Trustee Information - Two digit month - Date of Birth EF Trustee Information

TEi_BIRTH_DATE_YY Trustee Information - Four digit Year - Date of Birth EF Trustee Information

TEi_MOTHERS_MAIDEN_NAME Trustee Information - Mother's Maiden Name EF Trustee Information

TEi_GENDER_DESC Trustee Information - Gender EF Trustee Information

TEi_GENDER_MALE_FLAG_Y Trustee Information - Male - Yes CB Trustee Information

TEi_GENDER_MALE_FLAG_N Trustee Information - Male - No iMM Calculated Field if "FLAG_Y" is available CB Trustee Information

TEi_GENDER_FEMALE_FLAG_Y Trustee Information - Female - Yes CB Trustee Information

TEi_GENDER_FEMALE_FLAG_N Trustee Information - Female - No iMM Calculated Field if "FLAG_Y" is available CB Trustee Information

TEi_CITIZENSHIP Trustee Information - Country of Citizenship EF Trustee Information

TEi_ELIGIBLE_THROUGH_DESC Trustee Information - Eligible for Membership Through EF Trustee Information

TEi_FAMILY_MEMBER_DESC Trustee Information - Family Household Member EF Trustee Information


TEi_FAMILY_MEMBER_ACCT Trustee Information - Family Household Member Account EF Trustee Information

TEi_ID1_TYPE Trustee Information - ID Type EF Trustee Information

TEi_ID1_NUMBER Trustee Information - ID Number EF Trustee Information

TEi_ID1_AUTHORITY Trustee Information - Issuing Authority EF Trustee Information

TEi_ID1_ISSUE_DATE Trustee Information - Issue Date EF Trustee Information

TEi_ID1_ISSUE_DATE_DD Trustee Information - Two digit date - ID#1 - Issue Date EF Trustee Information

TEi_ID1_ISSUE_DATE_MM Trustee Information - Two digit month - ID#1 - Issue Date EF Trustee Information

TEi_ID1_ISSUE_DATE_YY Trustee Information - Two digit Year - ID#1 - Issue Date EF Trustee Information

TEi_ID1_EXPIRE_DATE Trustee Information - Expiration Date EF Trustee Information

TEi_ID1_EXPIRE_DATE_DD Trustee Information - Two digit date - ID#1 - Expiration Date EF Trustee Information

TEi_ID1_EXPIRE_DATE_MM Trustee Information - Two digit month - ID#1 - Expiration Date EF Trustee Information

TEi_ID1_EXPIRE_DATE_YY Trustee Information - Two digit Year - ID#1 - Expiration Date EF Trustee Information

TEi_ID1_DESCRIPTION Trustee Information - Description EF Trustee Information

TEi_LIVE_WORK_STUDY_IN_DESC Trustee Membership Information - Live/Work/Study/Worship in EF Trustee Information

TEi_TITLE Trustee Information - Title EF Trustee Information


TEi_ADDR_SAME_AS_PRI_FLAG_Y Trustee Address - Address Same as Primary CB Trustee Information

TEi_RELATION_TO_PRI Trustee Information - Relationship to Primary EF Trustee Information

TEi_RELATION_TO_GRANT_TRUSTOR Trustee Information - Relationship to Grantor/Trustor EF Trustee Information

TEi_ID2_TYPE Trustee Information - ID Type EF Trustee Information

TEi_ID2_NUMBER Trustee Information - ID Number EF Trustee Information

TEi_ID2_AUTHORITY Trustee Information - ID Issuing Authority EF Trustee Information

TEi_ID2_ISSUE_DATE Trustee Information - ID Issue Date EF Trustee Information

TEi_ID2_ISSUE_DATE_DD Trustee Information - Two digit date - ID #2 - Issue Date EF Trustee Information

TEi_ID2_ISSUE_DATE_MM Trustee Information - Two digit month - ID #2 - Issue Date EF Trustee Information

TEi_ID2_ISSUE_DATE_YY Trustee Information - Two digit year - ID #2 - Issue Date EF Trustee Information

TEi_ID2_EXPIRE_DATE Trustee Information - Expiration Date EF Trustee Information

TEi_ID2_EXPIRE_DATE_DD Trustee Information - Two digit date - ID #2 - Expiration Date EF Trustee Information

TEi_ID2_EXPIRE_DATE_MM Trustee Information - Two digit month - ID #2 - Expiration Date EF Trustee Information

TEi_ID2_EXPIRE_DATE_YY Trustee Information - Two digit year - ID #2 - Expiration Date EF Trustee Information

TEi_ID2_DESCRIPTION Trustee Information - ID Description EF Trustee Information


TEi_CITIZENSHIP_COUNTRY Trustee Information - Country of Citizenship EF Trustee Information

TEi_IRS_CITIZEN_STATUS Trustee Information - IRS Country of Citizenship EF Trustee Information

TEi_EFUNDS Trustee Information - eFunds EF Trustee Information

TEi_W8_ISSUE_DATE Trustee Information - W8 Issue Date EF Trustee Information

TEi_FOREIGN_STATUE_W8_FLAG_Y Trustee Information - Foreign Statue/W8 Flag CB Trustee Information

TEi_IRS_TAX_COUNTRY Trustee Information - IRS Tax Country EF Trustee Information

TEi_SETUP_W9_FLAG_Y Trustee Information - W9 Notice Flag CB Trustee Information

TEi_BEN_PERCENTAGE Trustee Information - Benefit Percentage EF Trustee Information

TEi_TIN_TYPE Trustee Information - TIN Type EF Trustee Information

TEi_OFAC_MATCH Trustee Information - OFAC Match EF Trustee Information

TEi_ACCT_ACTION Trustee Information - Account Action EF Trustee Information

TEi_EMP_NAME Trustee Information - Employer Name EF Trustee Information

TEi_OCCUPATION Trustee Information - Occupation EF Trustee Information

TEi_SALARY_RANGE Trustee Information - Salary Range EF Trustee Information

TEi_PRI_EMP_INDUSTRY Trustee Information - Employer Industry EF Trustee Information

TEi_TITLE_TEXT Trustee Information - Title text EF Trustee Information


TEi_SECURITY_ANSWER Trustee Information - Security Answer EF Trustee Information

TEi_SECURITY_HINT Trustee Information - Security Hint EF Trustee Information

TEi_SECURITY_QUESTION Trustee Information - Security Question EF Trustee Information

TEi_IRS_CITIZENSHIP_STATUS Trustee Information - IRS Citizenship Status EF Trustee Information


Trustee ID Fields by Type: iMM Calculated Section based on the "TE1_ID1_TYPE" fieldReplace "XXX" with the appropriate ID Type PrefixDriver's Licence=DRV Example: TE1_DRV_NUMBERStudent ID=SCI Example: TE1_SCI_NUMBERPassport=PSP Example: TE1_PSP_NUMBEROther=OTH Example: TE1_OTH_NUMBER

TEi_XXX_TYPETrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - ID Type

EF Trustee ID Fields by Type

TEi_XXX_NUMBERTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


TEi_XXX_AUTHORITYTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority


TEi_XXX_ISSUE_DATETrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


TEi_XXX_ISSUE_DATE_DDTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date


TEi_XXX_ISSUE_DATE_MMTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date


TEi_XXX_ISSUE_DATE_YYTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date


TEi_XXX_EXPIRE_DATETrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date



TEi_XXX_EXPIRE_DATE_DDTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


TEi_XXX_EXPIRE_DATE_MMTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


TEi_XXX_EXPIRE_DATE_YYTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date


TEi_XXX_DESCRIPTIONTrustee's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Description


Trustee Email InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILETE1

TEi_HOME_EMAIL_ADDRESS Trustee Email Information - email address EF Trustee Email Information

Trustee Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILETEi\TEi_PHONE

TEi_PRI_PH_FULLPHONE_H Trustee Primary Phone Information - Home Phone EF Trustee Primary Phone Information

TEi_PRI_PH_FULLPHONE_C Trustee Primary Phone Information - Cell Phone EF Trustee Primary Phone Information

TEi_PRI_PH_FULLPHONE_B Trustee Primary Phone Information - Work Phone EF Trustee Primary Phone Information

Trustee Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILETEi\TEi_ADDRESS

TEi_PRI_ADDR_ADDRESS1 Trustee Primary Address Information - Street Address EF Trustee Primary Address Information

TEi_PRI_ADDR_ADDRESS2 Trustee Primary Address Information - Street Address2 EF Trustee Primary Address Information


TEi_PRI_ADDR_CITY Trustee Primary Address Information - City EF Trustee Primary Address Information

TEi_PRI_ADDR_STATE Trustee Primary Address Information - State EF Trustee Primary Address Information

TEi_PRI_ADDR_ZIP Trustee Primary Address Information - ZIP EF Trustee Primary Address Information

TEi_PRI_ADDR_ZIP4 Trustee Primary Address Information - ZIP EF Trustee Primary Address Information

TEi_PRI_ADDR_CSZ Trustee Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Trustee Primary Address Information

TEi_PRI_ADDR_COUNTRY Trustee Primary Address Information - Country EF Trustee Primary Address Information

Sucessor Trustee Information - The Document can be mapped for maximum 2 Sucessor Trustees information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILESTi

STi_RELATIONSHIP_DESC Sucessor Trustee Information - Relationship Description EF Sucessor Trustee Information

STi_PREFIX_NAME Sucessor Trustee Information - Prefix EF Sucessor Trustee Information

STi_FIRST_NAME Sucessor Trustee Information - First name EF Sucessor Trustee Information

STi_MIDDLE_NAME Sucessor Trustee Information - Middle name EF Sucessor Trustee Information

STi_LAST_NAME Sucessor Trustee Information - Last name EF Sucessor Trustee Information

STi_SUFFIX_NAME Sucessor Trustee Information - Suffix EF Sucessor Trustee Information

STi_FULLNAME Sucessor Trustee Information - Full Name created by default EF Sucessor Trustee Information

STi_TIN Sucessor Trustee Information - SSN EF Sucessor Trustee Information

STi_BIRTH_DATE Sucessor Trustee Information - Date of Birth EF Sucessor Trustee Information

STi_BIRTH_DATE_DD Sucessor Trustee Information - Two digit date - Date of Birth EF Sucessor Trustee Information

STi_BIRTH_DATE_MM Sucessor Trustee Information - Two digit month - Date of Birth EF Sucessor Trustee Information

STi_BIRTH_DATE_YY Sucessor Trustee Information - Four digit Year - Date of Birth EF Sucessor Trustee Information


STi_MOTHERS_MAIDEN_NAME Sucessor Trustee Information - Mother's Maiden Name EF Sucessor Trustee Information

STi_GENDER_DESC Sucessor Trustee Information - Gender EF Sucessor Trustee Information

STi_GENDER_MALE_FLAG_Y Sucessor Trustee Information - Male - Yes CB Sucessor Trustee Information

STi_GENDER_MALE_FLAG_N Sucessor Trustee Information - Male - No iMM Calculated Field if "FLAG_Y" is available CB Sucessor Trustee Information

STi_GENDER_FEMALE_FLAG_Y Sucessor Trustee Information - Female - Yes CB Sucessor Trustee Information

STi_GENDER_FEMALE_FLAG_N Sucessor Trustee Information - Female - No iMM Calculated Field if "FLAG_Y" is available CB Sucessor Trustee Information

STi_CITIZENSHIP Sucessor Trustee Information - Country of Citizenship EF Sucessor Trustee Information

STi_ELIGIBLE_THROUGH_DESC Sucessor Trustee Information - Eligible for Membership Through EF Sucessor Trustee Information

STi_FAMILY_MEMBER_DESC Sucessor Trustee Information - Family Household Member EF Sucessor Trustee Information

STi_FAMILY_MEMBER_ACCT Sucessor Trustee Information - Family Household Member Account EF Sucessor Trustee Information

STi_HOME_EMAIL_ADDRESS Sucessor Trustee Information - email address EF Sucessor Trustee Information

STi_ID1_TYPE Sucessor Trustee Information - ID Type EF Sucessor Trustee Information

STi_ID1_NUMBER Sucessor Trustee Information - ID Number EF Sucessor Trustee Information

STi_ID1_AUTHORITY Sucessor Trustee Information - Issuing Authority EF Sucessor Trustee Information

STi_ID1_ISSUE_DATE Sucessor Trustee Information - Issue Date EF Sucessor Trustee Information

STi_ID1_ISSUE_DATE_DD Sucessor Trustee Information - Two digit date - ID#1 - Issue Date EF Sucessor Trustee Information

STi_ID1_ISSUE_DATE_MM Sucessor Trustee Information - Two digit month - ID#1 - Issue Date EF Sucessor Trustee Information

STi_ID1_ISSUE_DATE_YY Sucessor Trustee Information - Two digit Year - ID#1 - Issue Date EF Sucessor Trustee Information

STi_ID1_EXPIRE_DATE Sucessor Trustee Information - Expiration Date EF Sucessor Trustee Information

STi_ID1_EXPIRE_DATE_DD Sucessor Trustee Information - Two digit date - ID#1 - Expiration Date EF Sucessor Trustee Information


STi_ID1_EXPIRE_DATE_MM Sucessor Trustee Information - Two digit month - ID#1 - Expiration Date EF Sucessor Trustee Information

STi_ID1_EXPIRE_DATE_YY Sucessor Trustee Information - Two digit Year - ID#1 - Expiration Date EF Sucessor Trustee Information

STi_ID1_DESCRIPTION Sucessor Trustee Information - Description EF Sucessor Trustee Information

STi_LIVE_WORK_STUDY_IN_DESC Successor Trustee Membership Information - Live/Work/Study/Worship in EF Sucessor Trustee Information

STi_TITLE Successor Trustee Information - Title EF Sucessor Trustee Information

STi_CITIZENSHIP_COUNTRY Successor Trustee - Country of Citizenship EF Sucessor Trustee Information

STi_IRS_CITIZEN_STATUS New required field. Successor Trustee - IRS Country of Citizenship EF Sucessor Trustee Information

STi_RELATION_TO_PRI Successor Trustee Information - Relationship to Primary EF Sucessor Trustee Information

STi_RELATION_TO_GRANT_TRUSTOR Successor Trustee Information - Relationship to Grantor/Trustor EF Sucessor Trustee Information

STi_ID2_TYPE Successor Trustee Information - ID Type EF Sucessor Trustee Information

STi_ID2_NUMBER Successor Trustee Information - ID Number EF Sucessor Trustee Information

STi_ID2_AUTHORITY Successor Trustee Information - ID Issuing Authority EF Sucessor Trustee Information

STi_ID2_ISSUE_DATE Successor Trustee Information - ID Issue Date EF Sucessor Trustee Information

STi_ID2_ISSUE_DATE_DD Successor Trustee Information - Two digit date - ID #2 - Issue Date EF Sucessor Trustee Information

STi_ID2_ISSUE_DATE_MM Successor Trustee Information - Two digit month - ID #2 - Issue Date EF Sucessor Trustee Information

STi_ID2_ISSUE_DATE_YY Successor Trustee Information - Two digit year - ID #2 - Issue Date EF Sucessor Trustee Information

STi_ID2_EXPIRE_DATE Successor Trustee Information - Expiration Date EF Sucessor Trustee Information

STi_ID2_EXPIRE_DATE_DD Successor Trustee Information - Two digit date - ID #2 - Expiration Date EF Sucessor Trustee Information

STi_ID2_EXPIRE_DATE_MM Successor Trustee Information - Two digit month - ID #2 - Expiration Date EF Sucessor Trustee Information

STi_ID2_EXPIRE_DATE_YY Successor Trustee Information - Two digit year - ID #2 - Expiration Date EF Sucessor Trustee Information


STi_ID2_DESCRIPTION Successor Trustee Information - ID Description EF Sucessor Trustee Information

STi_RELATION_CODE Successor Trustee Information - Family Household Relation (Code) EF Sucessor Trustee Information

STi_ADDR_SAME_AS_PRI_FLAG_Y Successor Trustee Information - Address Same as Primary CB Sucessor Trustee Information

STi_PERCENTAGE Successor Trustee Information - Percentage EF Sucessor Trustee Information

STi_EFUNDS Successor Trustee Information - eFunds EF Sucessor Trustee Information

STi_W8_ISSUE_DATE Successor Trustee Information - W8 Issue Date EF Sucessor Trustee Information

STi_FOREIGN_STATUE_W8_FLAG_Y Successor Trustee Information - Foreign Statue/W8 Flag CB Sucessor Trustee Information

STi_IRS_TAX_COUNTRY Successor Trustee Information - IRS Tax Country EF Sucessor Trustee Information

STi_SETUP_W9_FLAG_Y Successor Trustee Information - Setup W9 Notices CB Sucessor Trustee Information

STi_TIN_TYPE Successor Trustee Information - TIN Type EF Sucessor Trustee Information

STi_BEN_PERCENTAGE Successor Trustee Information - Benefit Percentage EF Sucessor Trustee Information

STi_VALID_SSN_FLAG_Y Successor Trustee Information - Valid SSN Flag CB Sucessor Trustee Information

STi_OFAC_MATCH Successor Trustee Information - OFAC Match EF Sucessor Trustee Information

STi_ACCT_ACTION Successor Trustee Information - Account Action EF Sucessor Trustee Information

STi_EMP_NAME Successor Trustee Information - Employer Name EF Sucessor Trustee Information

STi_OCCUPATION Successor Trustee Information - Occupation EF Sucessor Trustee Information

STi_SALARY_RANGE Successor Trustee Information - Salary Range EF Sucessor Trustee Information

STi_PRI_EMP_INDUSTRY Successor Trustee Information - Employer Industry EF Sucessor Trustee Information


STi_TITLE_TEXT Successor Trustee Information - Title text EF Sucessor Trustee Information

STi_SECURITY_ANSWER Successor Trustee Information - Security Answer EF Sucessor Trustee Information

STi_SECURITY_HINT Successor Trustee Information - Security Hint EF Sucessor Trustee Information

STi_SECURITY_QUESTION Successor Trustee Information - Security Question EF Sucessor Trustee Information

STi_IRS_CITIZENSHIP_STATUS Successor Trustee Information - IRS Citizenship Status EF Sucessor Trustee Information

Sucessor Trustee ID Fields by Type: iMM Calculated Section based on the "STi_ID1_TYPE" fieldReplace "XXX" with the appropriate ID Type PrefixDriver's Licence=DRV Example: ST1_DRV_NUMBERStudent ID=SCI Example: ST1_SCI_NUMBERPassport=PSP Example: ST1_PSP_NUMBEROther=OTH Example: ST1_OTH_NUMBER

STi_XXX_TYPEPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - ID Type

EF Sucessor Trustee ID Fields by Type

STi_XXX_NUMBERPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - ID Number


STi_XXX_AUTHORITYPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Issuing Authority


STi_XXX_ISSUE_DATEPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Issue Date


STi_XXX_ISSUE_DATE_DDPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Issue Date



STi_XXX_ISSUE_DATE_MMPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Issue Date


STi_XXX_ISSUE_DATE_YYPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Issue Date


STi_XXX_EXPIRE_DATEPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Expiration Date


STi_XXX_EXPIRE_DATE_DDPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit date - - Expiration Date


STi_XXX_EXPIRE_DATE_MMPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit month - - Expiration Date


STi_XXX_EXPIRE_DATE_YYPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - Two digit Year - - Expiration Date


STi_XXX_DESCRIPTIONPrimary Member's ID Fields by Type - iMM Calculated Field - "XXX" can be replaced with the three digit code provided in FISpecific Style sheet for ID Type. - - Description


Sucessor Trustee Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILESTi\STi_PHONE

STi_PRI_PH_FULLPHONE_H Sucessor Trustee Primary Phone Information - Home Phone EF Sucessor Trustee Primary Phone Information

STi_PRI_PH_FULLPHONE_C Sucessor Trustee Primary Phone Information - Cell Phone EF Sucessor Trustee Primary Phone Information

STi_PRI_PH_FULLPHONE_B Sucessor Trustee Primary Phone Information - Work Phone EF Sucessor Trustee Primary Phone Information


Sucessor Trustee Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILESTi\STi_ADDRESS

STi_PRI_ADDR_ADDRESS1 Sucessor Trustee Primary Address Information - Street Address EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_ADDRESS2 Sucessor Trustee Primary Address Information - Street Address2 EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_CITY Sucessor Trustee Primary Address Information - City EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_STATE Sucessor Trustee Primary Address Information - State EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_ZIP Sucessor Trustee Primary Address Information - ZIP EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_ZIP4 Sucessor Trustee Primary Address Information - ZIP EF Sucessor Trustee Primary Address Information

STi_PRI_ADDR_CSZ Sucessor Trustee Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Sucessor Trustee


STi_PRI_ADDR_COUNTRY Sucessor Trustee Primary Address Information - Country EF Sucessor Trustee Primary Address Information


Custodial Information - The Document can be mapped for maximum 4 Custodials information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECTi

CTi_RELATIONSHIP_DESC Custodial Information - Relationship Description EF Custodial Information

CTi_PREFIX_NAME Custodial Information - Prefix EF Custodial Information

CTi_FIRST_NAME Custodial Information - First name EF Custodial Information

CTi_MIDDLE_NAME Custodial Information - Middle name EF Custodial Information

CTi_LAST_NAME Custodial Information - Last name EF Custodial Information

CTi_SUFFIX_NAME Custodial Information - Suffix EF Custodial Information

CTi_FULLNAME Custodial Information - Full Name created by default EF Custodial Information

CTi_TIN Custodial Information - SSN EF Custodial Information

CTi_BIRTH_DATE Custodial Information - Date of Birth EF Custodial Information

CTi_BIRTH_DATE_DD Custodial Information - Two digit date - Date of Birth EF Custodial Information

CTi_BIRTH_DATE_MM Custodial Information - Two digit month - Date of Birth EF Custodial Information

CTi_BIRTH_DATE_YY Custodial Information - Four digit Year - Date of Birth EF Custodial Information

CTi_ELIGIBLE_THROUGH_DESC Custodial Information - Eligible for Membership Through EF Custodial Information


CTi_LIVE_WORK_STUDY_IN_DESC Custodial Information - Live/Work/Study/Worship in EF Custodial Information

CTi_RELATION_CODE Custodial Information - Family Household Relation (Code) EF Custodial Information

CTi_FAMILY_MEMBER_DESC Custodial Information - Family Household Member EF Custodial Information

CTi_FAMILY_MEMBER_ACCT Custodial Information - Family Household Member Account EF Custodial Information

CTi_TITLE Custodial Information - Title EF Custodial Information

CTi_ADDR_SAME_AS_PRI_FLAG_Y Custodial Information - Address Same as Primary CB Custodial Information

CTi_HOME_EMAIL_ADDRESS Custodial Information - email address EF Custodial Information

CTi_GENDER_DESC Custodial Information - Gender EF Custodial Information

CTi_MOTHERS_MAIDEN_NAME Custodial Information - Mother's Maiden Name EF Custodial Information

CTi_CITIZENSHIP Custodial Information - Country of Citizenship EF Custodial Information

CTi_RELATION_TO_PRI Custodial Information - Relationship to Primary EF Custodial Information

CTi_RELATION_TO_GRANT_TRUSTOR Custodial Information - Relationship to Grantor/Trustor EF Custodial Information

CTi_PERCENTAGE Custodial Information - Percentage EF Custodial Information

CTi_ID1_TYPE Custodial Information - ID Type EF Custodial Information


CTi_EFUNDS Custodial Information - eFunds EF Custodial Information

CTi_W8_ISSUE_DATE Custodial Information - W8 Issue Date EF Custodial Information

CTi_FOREIGN_STATUE_W8_FLAG_Y Custodial Information - Foreign Statue/W8 Flag CB Custodial Information

CTi_IRS_TAX_COUNTRY Custodial Information - IRS Tax Country EF Custodial Information

CTi_ID1_EXPIRE_DATE Custodial Information - ID Expiration Date EF Custodial Information

CTi_ID1_AUTHORITY Custodial Information - ID Issuer EF Custodial Information

CTi_ID1_NUMBER Custodial Information - ID Number EF Custodial Information

CTi_ID1_ISSUE_DATE Custodial Information - ID Issue Date EF Custodial Information

CTi_ID1_DESCRIPTION Custodial Information - ID Description EF Custodial Information

CTi_TIN_TYPE Custodial Information - Tax ID Type EF Custodial Information

CTi_VALID_SSN_FLAG_Y Custodial Information - Valid SSN Flag CB Custodial Information

CTi_EMAIL_VALIDATION Custodial Information - eMail Validation EF Custodial Information

CTi_SETUP_W9_FLAG_Y Custodial Information - W9 Notice Flag CB Custodial Information

CTi_BEN_PERCENTAGE Custodial Information - Benefit Percentage EF Custodial Information

CTi_IRS_CITIZENSHIP_STATUS Custodial Information - IRS Citizenship Status EF Custodial Information

CTi_OFAC_MATCH Custodial Information - OFAC Match EF Custodial Information


CTi_ACCT_ACTION Custodial Information - Account Action EF Custodial Information

CTi_EMP_NAME Custodial Information - Employer Name EF Custodial Information

CTi_OCCUPATION Custodial Information - Occupation EF Custodial Information

CTi_SALARY_RANGE Custodial Information - Salary Range EF Custodial Information

CTi_PRI_EMP_INDUSTRY Custodial Information - Employer Industry EF Custodial Information

CTi_TITLE_TEXT Custodial Information - Title text EF Custodial Information

CTi_SECURITY_ANSWER Custodial Information - Security Answer EF Custodial Information

CTi_SECURITY_HINT Custodial Information - Security Hint EF Custodial Information

CTi_SECURITY_QUESTION Custodial Information - Security Question EF Custodial Information

CTi_CITIZENSHIP_COUNTRY Custodial Information - Citizenship Country EF Custodial Information

CTi_IRS_CITIZENSHIP_STATUS Custodial Information - IRS Citizenship Status EF Custodial Information


Custodial Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECTi\CTi_PHONE

CTi_PRI_PH_FULLPHONE_H Custodial Primary Phone Information - Home Phone EF Custodial Primary Phone Information

CTi_PRI_PH_FULLPHONE_B Custodial Primary Phone Information - Work Phone EF Custodial Primary Phone Information

CTi_PRI_PH_FULLPHONE_C Custodial Primary Phone Information - Cell Phone EF Custodial Primary Phone Information

Custodial Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILECTi\CTi_ADDRESS

CTi_PRI_ADDR_ADDRESS1 Custodial Primary Address Information - Street Address EF Custodial Primary Address Information

CTi_PRI_ADDR_ADDRESS2 Custodial Primary Address Information - Street Address2 EF Custodial Primary Address Information

CTi_PRI_ADDR_CITY Custodial Primary Address Information - City EF Custodial Primary Address Information

CTi_PRI_ADDR_STATE Custodial Primary Address Information - State EF Custodial Primary Address Information

CTi_PRI_ADDR_ZIP Custodial Primary Address Information - ZIP EF Custodial Primary Address Information

CTi_PRI_ADDR_ZIP4 Custodial Primary Address Information - ZIP EF Custodial Primary Address Information

CTi_PRI_ADDR_CSZ Custodial Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Custodial Primary Address Information

CTi_PRI_ADDR_COUNTRY Custodial Primary Address Information - Country EF Custodial Primary Address Information


Power of Attroney Information - The Document can be mapped for maximum 2 Power of Attorney information. Host XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEPA1

PAi_RELATIONSHIP_DESC Power of Attroney Information - Relationship Description EF Power of Attroney Information - Only One

PAi_PREFIX_NAME Power of Attroney Information - Prefix EF Power of Attroney Information - Only One

PAi_FIRST_NAME Power of Attroney Information - First name EF Power of Attroney Information - Only One

PAi_MIDDLE_NAME Power of Attroney Information - Middle name EF Power of Attroney Information - Only One

PAi_LAST_NAME Power of Attroney Information - Last name EF Power of Attroney Information - Only One

PAi_SUFFIX_NAME Power of Attroney Information - Suffix EF Power of Attroney Information - Only One

PAi_FULLNAME Power of Attroney Information - Full Name created by default EF Power of Attroney Information - Only One

PAi_TIN Power of Attroney Information - TIN EF Power of Attroney Information - Only One

PAi_BIRTH_DATE Power of Attroney Information - Birth Date EF Power of Attroney Information - Only One

PAi_BIRTH_DATE_DD Power of Attroney Information - Two digit date - Date of Birth EF Power of Attroney Information - Only One

PAi_BIRTH_DATE_MM Power of Attroney Information - Two digit month - Date of Birth EF Power of Attroney Information - Only One

PAi_BIRTH_DATE_YY Power of Attroney Information - Four digit Year - Date of Birth EF Power of Attroney Information - Only One

PAi_ELIGIBLE_THROUGH_DESC Power of Attorney Membership Information - Eligible for Membership Through EF Power of Attroney Information

- Only One


PAi_LIVE_WORK_STUDY_IN_DESC Power of Attorney Membership Information - Live/Work/Study/Worship in EF Power of Attroney Information

- Only One

PAi_FAMILY_MEMBER_CODE Power of Attorney Membership Information - Family Household Relation (Code) EF Power of Attroney Information

- Only One

PAi_FAMILY_MEMBER_DESC Power of Attorney Member Information - Family Household Member EF Power of Attroney Information

- Only One

PAi_FAMILY_MEMBER_ACCT Power of Attorney Member Information - Family Household Member Account EF Power of Attroney Information

- Only One

PAi_TITLE Power of Attorney Information - Title EF Power of Attroney Information - Only One

PAi_CITIZENSHIP_COUNTRY Power of Attorney - Country of Citizenship EF Power of Attroney Information - Only One

PAi_IRS_CITIZEN_STATUS New required field. Power of Attorney - IRS Country of Citizenship EF Power of Attroney Information - Only One

PAi_RELATION_TO_PRI Power of Attorney Information - Relationship to Primary EF Power of Attroney Information - Only One

PAi_RELATION_TO_GRANT_TRUSTOR Power of Attorney Information - Relationship to Grantor/Trustor EF Power of Attroney Information - Only One

PAi_ADDR_SAME_AS_PRI_FLAG_Y Power of Attorney Address - Address Same as Primary CB Power of Attroney Information - Only One

PAi_ID1_TYPE Power of Attorney Information - ID Type EF Power of Attroney Information - Only One

PAi_ID1_NUMBER Power of Attorney Information - ID Number EF Power of Attroney Information - Only One

PAi_ID1_AUTHORITY Power of Attorney Information - ID Issuing Authority EF Power of Attroney Information - Only One

PAi_ID1_ISSUE_DATE Power of Attorney Information - ID Issue Date EF Power of Attroney Information - Only One


PAi_ID1_ISSUE_DATE_DD Power of Attorney Information - Two digit date - ID #1 - Issue Date EF Power of Attroney Information

- Only One

PAi_ID1_ISSUE_DATE_MM Power of Attorney Information - Two digit month - ID #1 - Issue Date EF Power of Attroney Information

- Only One

PAi_ID1_ISSUE_DATE_YY Power of Attorney Information - Two digit year - ID #1 - Issue Date EF Power of Attroney Information

- Only One

PAi_ID1_EXPIRE_DATE Power of Attorney Information - Expiration Date EF Power of Attroney Information - Only One

PAi_ID1_EXPIRE_DATE_DD Power of Attorney Information - Two digit date - ID #1 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID1_EXPIRE_DATE_MM Power of Attorney Information - Two digit month - ID #1 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID1_EXPIRE_DATE_YY Power of Attorney Information - Two digit year - ID #1 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID1_DESCRIPTION Power of Attorney Information - ID Description EF Power of Attroney Information - Only One

PAi_ID2_TYPE Power of Attorney Information - ID Type EF Power of Attroney Information - Only One

PAi_ID2_NUMBER Power of Attorney Information - ID Number EF Power of Attroney Information - Only One

PAi_ID2_AUTHORITY Power of Attorney Information - ID Issuing Authority EF Power of Attroney Information - Only One

PAi_ID2_ISSUE_DATE Power of Attorney Information - ID Issue Date EF Power of Attroney Information - Only One

PAi_ID2_ISSUE_DATE_DD Power of Attorney Information - Two digit date - ID #2 - Issue Date EF Power of Attroney Information

- Only One

PAi_ID2_ISSUE_DATE_MM Power of Attorney Information - Two digit month - ID #2 - Issue Date EF Power of Attroney Information

- Only One


PAi_ID2_ISSUE_DATE_YY Power of Attorney Information - Two digit year - ID #2 - Issue Date EF Power of Attroney Information

- Only One

PAi_ID2_EXPIRE_DATE Power of Attorney Information - Expiration Date EF Power of Attroney Information - Only One

PAi_ID2_EXPIRE_DATE_DD Power of Attorney Information - Two digit date - ID #2 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID2_EXPIRE_DATE_MM Power of Attorney Information - Two digit month - ID #2 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID2_EXPIRE_DATE_YY Power of Attorney Information - Two digit year - ID #2 - Expiration Date EF Power of Attroney Information

- Only One

PAi_ID2_DESCRIPTION Power of Attorney Information - ID Description EF Power of Attroney Information - Only One

PAi_MOTHERS_MAIDEN_NAME Power of Attorney Information - Mother's Maiden Name EF Power of Attroney Information - Only One

PAi_GENDER_DESC Power of Attorney Information - Gender EF Power of Attroney Information - Only One

PAi_GENDER_MALE_FLAG_Y Power of Attorney Information - Male - Yes CB Power of Attroney Information - Only One

PAi_GENDER_MALE_FLAG_N Power of Attorney Information - Male - No CB Power of Attroney Information - Only One

PAi_GENDER_FEMALE_FLAG_Y Power of Attorney Information - Female -Yes CB Power of Attroney Information - Only One

PAi_GENDER_FEMALE_FLAG_N Power of Attorney Information - Female - No CB Power of Attroney Information - Only One

PAi_EMAIL_ADDRESS Power of Attorney Information - Email Address EF Power of Attroney Information - Only One

PAi_PERCENTAGE Power of Attorney Information - Percentage EF Power of Attroney Information - Only One


PAi_EFUNDS Power of Attorney Information - eFunds EF Power of Attroney Information - Only One

PAi_W8_ISSUE_DATE Power of Attorney Information - W8 Issue Date EF Power of Attroney Information - Only One

PAi_FOREIGN_STATUE_W8_FLAG_Y Power of Attorney Information - Foreign Statue/W8 Flag CB Power of Attroney Information - Only One

PAi_IRS_TAX_COUNTRY Power of Attorney Information - IRS Tax Country EF Power of Attroney Information - Only One

PAi_SETUP_W9_FLAG_Y Power of Attorney Information - W9 Notice Flag CB Power of Attroney Information - Only One

PAi_TIN_TYPE Power of Attorney Information - TIN Type EF Power of Attroney Information - Only One

PAi_BEN_PERCENTAGE Power of Attorney Information - Benefit Percentage EF Power of Attroney Information - Only One

PAi_VALID_SSN_FLAG_Y Power of Attorney Information - Valid SSN Flag CB Power of Attroney Information - Only One

PAi_ACCT_ACTION Power of Attorney Information - Account Action CB Power of Attroney Information - Only One

PAi_OFAC_MATCH Power of Attorney Information - OFAC Match CB Power of Attroney Information - Only One

PAi_EMP_NAME Power of Attorney Information - Employer Name EF Power of Attroney Information - Only One

PAi_OCCUPATION Power of Attorney Information - Occupation EF Power of Attroney Information - Only One

PAi_SALARY_RANGE Power of Attorney Information - Salary Range EF Power of Attroney Information - Only One

PAi_PRI_EMP_INDUSTRY Power of Attorney Information - Employer Industry EF Power of Attroney Information - Only One

PAi_TITLE_TEXT Power of Attorney Information - Title text EF Power of Attroney Information - Only One

PAi_SECURITY_ANSWER Power of Attorney Information - POA Security Answer EF Power of Attroney Information - Only One

PAi_SECURITY_HINT Power of Attorney Information - POA Security Hint EF Power of Attroney Information - Only One


PAi_SECURITY_QUESTION Power of Attorney Information - POA Security Question EF Power of Attroney Information - Only One


Power of Attroney Primary Phone InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEPA1\PA1_PHONE

PA1_PRI_PH_FULLPHONE_H Power of Attroney Primary Phone Information - Home Phone EF Power of Attroney Primary Phone Information

PA1_PRI_PH_FULLPHONE_B Power of Attroney Primary Phone Information - Work Phone EF Power of Attroney Primary Phone Information

PA1_PRI_PH_FULLPHONE_C Power of Attroney Primary Phone Information - Cell Phone EF Power of Attroney Primary Phone Information

Power of Attroney Primary Address InformationHost XML Hirarchy: \\DATA\PRODUCT\MEMBER_FILEPA1\PA1_ADDRESS

PA1_PRI_ADDR_ADDRESS1 Power of Attroney Primary Address Information - Street Address EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_ADDRESS2 Power of Attroney Primary Address Information - Street Address2 EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_CITY Power of Attroney Primary Address Information - City EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_STATE Power of Attroney Primary Address Information - State EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_ZIP Power of Attroney Primary Address Information - ZIP EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_ZIP4 Power of Attroney Primary Address Information - ZIP4 EF Power of Attroney Primary Address Information

PA1_PRI_ADDR_CSZ Power of Attroney Primary Address Information - iMM Calculated Field, Concatenated City, State Zip EF Power of Attroney Primary Address

Information

PA1_PRI_ADDR_COUNTRY Power of Attroney Primary Address Information - Country EF Power of Attroney Primary Address Information

Trustor/Grantor Information - The Document can be mapped for maximum 2 Trustors/Grantors information.


TGi_RELATIONSHIP_DESC Trustor/Grantor Membership Information - Relationship Description EF Trustor/Grantor Membership Information

TGi_ELIGIBLE_THROUGH_DESC Trustor/Grantor Membership Information - Eligible for Membership Through EF Trustor/Grantor Information

TGi_LIVE_WORK_STUDY_IN_DESC Trustor/Grantor Membership Information - Live/Work/Study/Worship in EF Trustor/Grantor Information

TGi_FAMILY_MEMBER_CODE Trustor/Grantor Membership Information - Family Household Relation (Code) EF Trustor/Grantor Information

TGi_FAMILY_MEMBER_DESC Trustor/Grantor Member Information - Family Household Member EF Trustor/Grantor Information

TGi_FAMILY_MEMBER_ACCT Trustor/Grantor Member Information - Family Household Member Account EF Trustor/Grantor Information

TGi_TITLE Trustor/Grantor Information - Title EF Trustor/Grantor Information

TGi_PREFIX_NAME Trustor/Grantor Information - Prefix EF Trustor/Grantor Information

TGi_FIRST_NAME Trustor/Grantor Information - First Name EF Trustor/Grantor Information

TGi_MIDDLE_NAME Trustor/Grantor Information - Middle Name EF Trustor/Grantor Information

TGi_LAST_NAME Trustor/Grantor Information - Last Name EF Trustor/Grantor Information

TGi_SUFFIX_NAME Trustor/Grantor Information - Suffix EF Trustor/Grantor Information

TGi_FULLNAME Trustor/Grantor Information - Full Name EF Trustor/Grantor Information

TGi_TIN Trustor/Grantor Information - TIN EF Trustor/Grantor Information

TGi_BIRTH_DATE Trustor/Grantor Information - Birth Date EF Trustor/Grantor Information

TGi_BIRTH_DATE_DD Trustor/Grantor Information - Two digit date -Birth Date EF Trustor/Grantor Information

TGi_BIRTH_DATE_MM Trustor/Grantor Information - Two digit month - Birth Date EF Trustor/Grantor Information

TGi_BIRTH_DATE_YY Trustor/Grantor Information - Two digit year - Birth Date EF Trustor/Grantor Information


TGi_CITIZENSHIP_COUNTRY Trustor/Grantor - Country of Citizenship EF Trustor/Grantor Information

TGi_IRS_CITIZEN_STATUS New required field. Trustor/Grantor - IRS Country of Citizenship EF Trustor/Grantor Information

TGi_RELATION_TO_PRI Trustor/Grantor Information - Relationship to Primary EF Trustor/Grantor Information

TGi_RELATION_TO_GRANT_TRUSTOR Trustor/Grantor Information - Relationship to Grantor/Trustor EF Trustor/Grantor Information

TGi_ADDR_SAME_AS_PRI_FLAG_Y Trustor/Grantor Address - Address Same as Primary CB Trustor/Grantor Information

TGi_ID1_TYPE Trustor/Grantor Information - ID Type EF Trustor/Grantor Information

TGi_ID1_NUMBER Trustor/Grantor Information - ID Number EF Trustor/Grantor Information

TGi_ID1_AUTHORITY Trustor/Grantor Information - ID Issuing Authority EF Trustor/Grantor Information

TGi_ID1_ISSUE_DATE Trustor/Grantor Information - ID Issue Date EF Trustor/Grantor Information

TGi_ID1_ISSUE_DATE_DD Trustor/Grantor Information - Two digit date - ID #1 - Issue Date EF Trustor/Grantor Information

TGi_ID1_ISSUE_DATE_MM Trustor/Grantor Information - Two digit month - ID #1 - Issue Date EF Trustor/Grantor Information

TGi_ID1_ISSUE_DATE_YY Trustor/Grantor Information - Two digit year - ID #1 - Issue Date EF Trustor/Grantor Information

TGi_ID1_EXPIRE_DATE Trustor/Grantor Information - Expiration Date EF Trustor/Grantor Information

TGi_ID1_EXPIRE_DATE_DD Trustor/Grantor Information - Two digit date - ID #1 - Expiration Date EF Trustor/Grantor Information

TGi_ID1_EXPIRE_DATE_MM Trustor/Grantor Information - Two digit month - ID #1 - Expiration Date EF Trustor/Grantor Information

TGi_ID1_EXPIRE_DATE_YY Trustor/Grantor Information - Two digit year - ID #1 - Expiration Date EF Trustor/Grantor Information

TGi_ID1_DESCRIPTION Trustor/Grantor Information - ID Description EF Trustor/Grantor Information

TGi_ID2_TYPE Trustor/Grantor Information - ID Type EF Trustor/Grantor Information


TGi_ID2_NUMBER Trustor/Grantor Information - ID Number EF Trustor/Grantor Information

TGi_ID2_AUTHORITY Trustor/Grantor Information - ID Issuing Authority EF Trustor/Grantor Information

TGi_ID2_ISSUE_DATE Trustor/Grantor Information - ID Issue Date EF Trustor/Grantor Information

TGi_ID2_ISSUE_DATE_DD Trustor/Grantor Information - Two digit date - ID #2 - Issue Date EF Trustor/Grantor Information

TGi_ID2_ISSUE_DATE_MM Trustor/Grantor Information - Two digit month - ID #2 - Issue Date EF Trustor/Grantor Information

TGi_ID2_ISSUE_DATE_YY Trustor/Grantor Information - Two digit year - ID #2 - Issue Date EF Trustor/Grantor Information

TGi_ID2_EXPIRE_DATE Trustor/Grantor Information - Expiration Date EF Trustor/Grantor Information

TGi_ID2_EXPIRE_DATE_DD Trustor/Grantor Information - Two digit date - ID #2 - Expiration Date EF Trustor/Grantor Information

TGi_ID2_EXPIRE_DATE_MM Trustor/Grantor Information - Two digit month - ID #2 - Expiration Date EF Trustor/Grantor Information

TGi_ID2_EXPIRE_DATE_YY Trustor/Grantor Information - Two digit year - ID #2 - Expiration Date EF Trustor/Grantor Information

TGi_ID2_DESCRIPTION Trustor/Grantor Information - ID Description EF Trustor/Grantor Information

TGi_MOTHERS_MAIDEN_NAME Trustor/Grantor Information - Mother's Maiden Name EF Trustor/Grantor Information

TGi_GENDER_DESC Trustor/Grantor Information - Gender EF Trustor/Grantor Information

TGi_GENDER_MALE_FLAG_Y Trustor/Grantor Information - Male - Yes CB Trustor/Grantor Information

TGi_GENDER_MALE_FLAG_N Trustor/Grantor Information - Male - No CB Trustor/Grantor Information

TGi_GENDER_FEMALE_FLAG_Y Trustor/Grantor Information - Female -Yes CB Trustor/Grantor Information

TGi_GENDER_FEMALE_FLAG_N Trustor/Grantor Information - Female - No CB Trustor/Grantor Information

TGi_EMAIL_ADDRESS Trustor/Grantor Information - Email Address EF Trustor/Grantor Information

TGi_PERCENTAGE Trustor/Grantor Information - Percentage EF Trustor/Grantor Information


TGi_EFUNDS Trustor/Grantor Information - eFunds EF Trustor/Grantor Information

TGi_W8_ISSUE_DATE Trustor/Grantor Information - W8 Issue Date EF Trustor/Grantor Information

TGi_FOREIGN_STATUE_W8_FLAG_Y Trustor/Grantor Information - Foreign Statue/W8 Flag CB Trustor/Grantor Information

TGi_IRS_TAX_COUNTRY Trustor/Grantor Information - IRS Tax Country EF Trustor/Grantor Information

TGi_REVOCABLE_FLAG_Y Trustor/Grantor Information - Trust is Revocable CB Trustor/Grantor Information

TGi_SETUP_W9_FLAG_Y Trustor/Grantor Information - Setup W9 Notices CB Trustor/Grantor Information

TGi_TIN_TYPE Trustor/Grantor Information - TIN Type EF Trustor/Grantor Information

TGi_BEN_PERCENTAGE Trustor/Grantor Information - Benefit Percentage EF Trustor/Grantor Information

TGi_VALID_SSN_FLAG_Y Trustor/Grantor Information - Valid SSN Flag CB Trustor/Grantor Information

TGi_OFAC_MATCH Trustor/Grantor Information - OFAC Match CB Trustor/Grantor Information

TGi_ACCT_ACTION Trustor/Grantor Information - Account Action CB Trustor/Grantor Information

TGi_EMP_NAME Trustor/Grantor Information - Employer Name EF Trustor/Grantor Information

TGi_OCCUPATION Trustor/Grantor Information - Occupation EF Trustor/Grantor Information

TGi_SALARY_RANGE Trustor/Grantor Information - Salary Range EF Trustor/Grantor Information

TGi_PRI_EMP_INDUSTRY Trustor/Grantor Information - Employer Industry EF Trustor/Grantor Information

TGi_TITLE_TEXT Trustor/Grantor Information - Title text EF Trustor/Grantor Information

TGi_SECURITY_ANSWER Trustor Security Answer EF Trustor/Grantor Information


TGi_SECURITY_HINT Trustor Security Hint EF Trustor/Grantor Information

TGi_SECURITY_QUESTION Trustor Security Question EF Trustor/Grantor Information

Trustor/Grantor Primary Phone Information

TGi_PRI_PH_FULLPHONE_H Trustor/Grantor Information - Home Phone EF Trustor/Grantor Information

TGi_PRI_PH_FULLPHONE_C Trustor/Grantor Information - Cell Phone EF Trustor/Grantor Information

TGi_PRI_PH_FULLPHONE_W Trustor/Grantor Information - Work Phone EF Trustor/Grantor Information

Trustor/Grantor Primary Address Information

TGi_PRI_ADDR_ADDRESS1 Trustor/Grantor Primary Address Information - Street Address EF Trustor/Grantor Information

TGi_PRI_ADDR_ADDRESS2 Trustor/Grantor Primary Address Information - Address2 EF Trustor/Grantor Information

TGi_PRI_ADDR_CITY Trustor/Grantor Primary Address Information - City EF Trustor/Grantor Information

TGi_PRI_ADDR_STATE Trustor/Grantor Primary Address Information - State EF Trustor/Grantor Information

TGi_PRI_ADDR_ZIP Trustor/Grantor Primary Address Information - ZIP EF Trustor/Grantor Information

TGi_PRI_ADDR_ZIP4 Trustor/Grantor Primary Address Information - ZIP4 EF Trustor/Grantor Information

TGi_PRI_ADDR_COUNTRY Trustor/Grantor Primary Address Information - Country EF Trustor/Grantor Information

TGi_PRI_ADDR_CSZ Trustor/Grantor Primary Address Information - Concatenate City, State and Zip EF Trustor/Grantor Information

Governing Member:

Governing Member Information - The Document can be mapped for maximum 5 Governing Member's information.

GMi_RELATIONSHIP_DESC Governing Member Information - Relationship Description EF Governing Member Information

GMi_ELIGIBILITY Governing Member Information - Membership Eligibility EF Governing Member Information


GMi_LIVE_WORK_STUDY_IN_DESC Governing Member Information - Live/Work/Study EF Governing Member Information

GMi_RELATION_CODE Governing Member Information - Family Household Relation (Code) EF Governing Member Information

GMi_FAMILY_MEMBER_DESC Governing Member Information - Family Member Description EF Governing Member Information

GMi_FAMILY_MEMBER_ACCT Governing Member Information - Family Member Account EF Governing Member Information

GMi_PREFIX_NAME Governing Member Information - Title Prefix EF Governing Member Information

GMi_FIRST_NAME Governing Member Information - First Name EF Governing Member Information

GMi_MIDDLE_NAME Governing Member Information - Middle Name EF Governing Member Information

GMi_LAST_NAME Governing Member Information - Last Name EF Governing Member Information

GMi_SUFFIX_NAME Governing Member Information - Full Name EF Governing Member Information

GMi_FULLNAME Governing Member Information - Suffix EF Governing Member Information

GMi_TITLE Governing Member Information - Position/Title EF Governing Member Information

GMi_ADDR_SAME_AS_PRI_FLAG_Y Governing Member Information - Address Same as Primary CB Governing Member Information

GMi_PRI_ADDR_ADDRESS1 Governing Member Information - Address Line 1 EF Governing Member Information

GMi_PRI_ADDR_ADDRESS2 Governing Member Information - Address Line 2 EF Governing Member Information

GMi_PRI_ADDR_CITY Governing Member Information - City EF Governing Member Information

GMi_PRI_ADDR_STATE Governing Member Information - State EF Governing Member Information

GMi_PRI_ADDR_ZIP Governing Member Information - Zip EF Governing Member Information

GMi_PRI_ADDR_COUNTRY Governing Member Information - Country EF Governing Member Information

GMi_PRI_PH_FULLPHONE_H Governing Member Information - Home Phone EF Governing Member Information

GMi_PRI_PH_FULLPHONE_C Governing Member Information - Cell Phone EF Governing Member Information

GMi_PRI_PH_FULLPHONE_B Governing Member Information - Work Phone EF Governing Member Information

GMi_EMAIL_ADDRESS Governing Member Information - Email address EF Governing Member Information


GMi_TIN Governing Member Information - SSN/TIN EF Governing Member Information

GMi_BIRTH_DATE Governing Member Information - Date of Birth EF Governing Member Information

GMi_GENDER_DESC Governing Member Information - Gender EF Governing Member Information

GMi_MOTHERS_MAIDEN_NAME Governing Member Information - Mother's Maiden Name EF Governing Member Information

GMi_CITIZENSHIP_COUNTRY Governing Member Information - Country of Citizenship EF Governing Member Information

GMi_RELATION_TO_PRI Governing Member Information - Relationship to Primary EF Governing Member Information

GMi_RELATION_TO_GRANT_TRUSTOR Governing Member Information - Relationship to Grantor/Trustor EF Governing Member Information

GMi_ID1_TYPE Governing Member Information - ID1 Type EF Governing Member Information

GMi_ID1_NUMBER Governing Member Information - ID1 Number EF Governing Member Information

GMi_ID1_AUTHORITY Governing Member Information - ID1 Issuing Authority EF Governing Member Information

GMi_ID1_ISSUE_DATE Governing Member Information - ID1 Issue Date EF Governing Member Information

GMi_ID1_EXPIRE_DATE Governing Member Information - ID1 Expiration Date EF Governing Member Information

GMi_ID1_DESCRIPTION Governing Member Information - ID1 Description EF Governing Member Information

GMi_ID2_TYPE Governing Member Information - ID2 Type EF Governing Member Information

GMi_ID2_NUMBER Governing Member Information - ID2 Number EF Governing Member Information

GMi_ID2_AUTHORITY Governing Member Information - ID2 Issuing Authority EF Governing Member Information

GMi_ID2_ISSUE_DATE Governing Member Information - ID2 Issue Date EF Governing Member Information

GMi_ID2_EXPIRE_DATE Governing Member Information - ID2 Expiration Date EF Governing Member Information

GMi_ID2_DESCRIPTION Governing Member Information - ID2 Description EF Governing Member Information

GMi_EFUNDS Governing Member Information - eFunds EF Governing Member Information

GMi_W8_ISSUE_DATE Governing Member Information - W8 Issue Date EF Governing Member Information

GMi_FOREIGN_STATUE_W8_FLAG_Y Governing Member Information - Foreign Statue/W8 Flag CB Governing Member Information


GMi_IRS_TAX_COUNTRY Governing Member Information - IRS Tax Country EF Governing Member Information

GMi_SETUP_W9_FLAG_Y Governing Member Information - W9 Notice Flag CB Governing Member Information

GMi_TIN_TYPE Governing Member Information - TIN Type EF Governing Member Information

GMi_IRS_CITIZENSHIP_STATUS Governing Member Information - IRS Citizenship Status EF Governing Member Information

GMi_BEN_PERCENTAGE Governing Member Information - Benefit Percentage EF Governing Member Information

GMi_OFAC_MATCH Governing Member Information - OFAC Match EF Governing Member Information

GMi_ACCT_ACTION Governing Member Information - Account Action EF Governing Member Information

GMi_EMP_NAME Governing Member Information - Employer Name EF Governing Member Information

GMi_OCCUPATION Governing Member Information - Occupation EF Governing Member Information

GMi_SALARY_RANGE Governing Member Information - Salary Range EF Governing Member Information

GMi_PRI_EMP_INDUSTRY Governing Member Information -Employer Industry EF Governing Member Information

GMi_TITLE_TEXT Governing Member Information - Title Text EF Governing Member Information

GMi_SECURITY_ANSWER Governing Member Information - Governing Member Security Answer EF Governing Member Information

GMi_SECURITY_HINT Governing Member Information - Governing Member Security Hint EF Governing Member Information

GMi_SECURITY_QUESTION Governing Member Information - Governing Member Security Question EF Governing Member Information

GMi_VALID_SSN_FLAG_Y Governing Member Information - Valid SSN EF Governing Member Information


Contingent Trust Beneficiary Information - The Document can be mapped for maximum 4 Contingent Trust Beneficiary's information.

GBi_RELATIONSHIP_DESC Contingent Trust Beneficiary Information - Relationship Description EF Contingent Trust Beneficiary Information

GBi_ELIGIBILITY Contingent Trust Beneficiary Information - Membership Eligibility EF Contingent Trust Beneficiary Information

GBi_LIVE_WORK_STUDY_IN_DESC Contingent Trust Beneficiary Information - Live/Work/Study EF Contingent Trust Beneficiary Information

GBi_RELATION_CODE Contingent Trust Beneficiary Information - Family Household Relation (Code) EF Contingent Trust Beneficiary

Information

GBi_FAMILY_MEMBER_DESC Contingent Trust Beneficiary Information - Family Member Description EF Contingent Trust Beneficiary

Information

GBi_FAMILY_MEMBER_ACCT Contingent Trust Beneficiary Information - Family Member Account EF Contingent Trust Beneficiary Information

GBi_PREFIX_NAME Contingent Trust Beneficiary Information - Title Prefix EF Contingent Trust Beneficiary Information

GBi_FIRST_NAME Contingent Trust Beneficiary Information - First Name EF Contingent Trust Beneficiary Information

GBi_MIDDLE_NAME Contingent Trust Beneficiary Information - Middle Name EF Contingent Trust Beneficiary Information

GBi_LAST_NAME Contingent Trust Beneficiary Information - Last Name EF Contingent Trust Beneficiary Information

GBi_SUFFIX_NAME Contingent Trust Beneficiary Information - Full Name EF Contingent Trust Beneficiary Information

GBi_FULLNAME Contingent Trust Beneficiary Information - Suffix EF Contingent Trust Beneficiary Information

GBi_TITLE Contingent Trust Beneficiary Information - Position/Title EF Contingent Trust Beneficiary Information

GBi_ADDR_SAME_AS_PRI_FLAG_Y Contingent Trust Beneficiary Information - Address Same as Primary CB Contingent Trust Beneficiary

Information

GBi_PRI_ADDR_ADDRESS1 Contingent Trust Beneficiary Information - Address Line 1 EF Contingent Trust Beneficiary Information

GBi_PRI_ADDR_ADDRESS2 Contingent Trust Beneficiary Information - Address Line 2 EF Contingent Trust Beneficiary Information

GBi_PRI_ADDR_CITY Contingent Trust Beneficiary Information - City EF Contingent Trust Beneficiary Information


GBi_PRI_ADDR_STATE Contingent Trust Beneficiary Information - State EF Contingent Trust Beneficiary Information

GBi_PRI_ADDR_ZIP Contingent Trust Beneficiary Information - Zip EF Contingent Trust Beneficiary Information

GBi_PRI_ADDR_COUNTRY Contingent Trust Beneficiary Information - Country EF Contingent Trust Beneficiary Information

GBi_PRI_PH_FULLPHONE_H Contingent Trust Beneficiary Information - Home Phone EF Contingent Trust Beneficiary Information

GBi_PRI_PH_FULLPHONE_C Contingent Trust Beneficiary Information - Cell Phone EF Contingent Trust Beneficiary Information

GBi_PRI_PH_FULLPHONE_B Contingent Trust Beneficiary Information - Work Phone EF Contingent Trust Beneficiary Information

GBi_EMAIL_ADDRESS Contingent Trust Beneficiary Information - Email address EF Contingent Trust Beneficiary Information

GBi_TIN Contingent Trust Beneficiary Information - SSN/TIN EF Contingent Trust Beneficiary Information

GBi_BIRTH_DATE Contingent Trust Beneficiary Information - Date of Birth EF Contingent Trust Beneficiary Information

GBi_GENDER_DESC Contingent Trust Beneficiary Information - Gender EF Contingent Trust Beneficiary Information

GBi_MOTHERS_MAIDEN_NAME Contingent Trust Beneficiary Information - Mother's Maiden Name EF Contingent Trust Beneficiary Information

GBi_CITIZENSHIP_COUNTRY Contingent Trust Beneficiary Information - Country of Citizenship EF Contingent Trust Beneficiary Information

GBi_RELATION_TO_PRI Contingent Trust Beneficiary Information - Relationship to Primary EF Contingent Trust Beneficiary Information

GBi_RELATION_TO_GRANT_TRUSTOR Contingent Trust Beneficiary Information - Relationship to Grantor/Trustor EF Contingent Trust Beneficiary

Information

GBi_ID1_TYPE Contingent Trust Beneficiary Information - ID1 Type EF Contingent Trust Beneficiary Information

GBi_ID1_NUMBER Contingent Trust Beneficiary Information - ID Number EF Contingent Trust Beneficiary Information

GBi_ID1_AUTHORITY Contingent Trust Beneficiary Information - ID Issuing Authority EF Contingent Trust Beneficiary Information

GBi_ID1_ISSUE_DATE Contingent Trust Beneficiary Information - ID Issue Date EF Contingent Trust Beneficiary Information


GBi_ID1_EXPIRE_DATE Contingent Trust Beneficiary Information - ID Expiration Date EF Contingent Trust Beneficiary Information

GBi_ID1_DESCRIPTION Contingent Trust Beneficiary Information - ID Description EF Contingent Trust Beneficiary Information

GBi_TOT_PERCENTAGE Contingent Trust Beneficiary Information - Total Percentage (of all Contingent Trust Beneficiaries) EF Contingent Trust Beneficiary

Information

GBi_EFUNDS Contingent Trust Beneficiary Information - eFunds EF Contingent Trust Beneficiary Information

GBi_BEN_PERCENTAGE Contingent Trust Beneficiary Information - Benefit Percentage EF Contingent Trust Beneficiary Information

GBi_W8_ISSUE_DATE Contingent Trust Beneficiary Information - W8 Issue Date EF Contingent Trust Beneficiary Information

GBi_FOREIGN_STATUE_W8_FLAG_Y Contingent Trust Beneficiary Information - Foreign Statue/W8 Flag CB Contingent Trust Beneficiary Information

GBi_IRS_TAX_COUNTRY Contingent Trust Beneficiary Information - IRS Tax Country EF Contingent Trust Beneficiary Information

GBi_OFAC_MATCH Contingent Trust Beneficiary Information - OFAC Match EF Contingent Trust Beneficiary Information

GBi_ACCT_ACTION Contingent Trust Beneficiary Information - Account Action EF Contingent Trust Beneficiary Information

GBi_EMP_NAME Contingent Trust Beneficiary Information - Employer Name EF Contingent Trust Beneficiary Information

GBi_OCCUPATION Contingent Trust Beneficiary Information - Occupation EF Contingent Trust Beneficiary Information

GBi_SALARY_RANGE Contingent Trust Beneficiary Information - Salary Range EF Contingent Trust Beneficiary Information

GBi_PRI_EMP_INDUSTRY Contingent Trust Beneficiary Information - Employer Industry EF Contingent Trust Beneficiary Information

GBi_TITLE_TEXT Contingent Trust Beneficiary Information - Title text EF Contingent Trust Beneficiary Information

GBi_SECURITY_ANSWER Contingent Trust Beneficiary Information - Security Answer EF Contingent Trust Beneficiary Information

GBi_SECURITY_HINT Contingent Trust Beneficiary Information - Security Hint EF Contingent Trust Beneficiary Information

GBi_SECURITY_QUESTION Contingent Trust Beneficiary Information - Security Question EF Contingent Trust Beneficiary Information

GBi_IRS_CITIZENSHIP_STATUS Contingent Trust Beneficiary - IRS Citizenship Status EF Contingent Trust Beneficiary Information


GBi_TIN_TYPE Contingent Trust Beneficary - Tax ID Type EF Contingent Trust Beneficiary Information

Authorized Borrower Information - The Document can be mapped for maximum 4 Authorized Borrower's information.

ABi_RELATIONSHIP_DESC Authorized Borrower Information - Relationship Description EF Authorized Borrower Information

ABi_ELIGIBILITY Authorized Borrower Information - Membership Eligibility EF Authorized Borrower Information

ABi_LIVE_WORK_STUDY_IN_DESC Authorized Borrower Information - Live/Work/Study EF Authorized Borrower Information

ABi_RELATION_CODE Authorized Borrower Information - Family Household Relation (Code) EF Authorized Borrower Information

ABi_FAMILY_MEMBER_DESC Authorized Borrower Information - Family Member Description EF Authorized Borrower Information

ABi_FAMILY_MEMBER_ACCT Authorized Borrower Information - Family Member Account EF Authorized Borrower Information

ABi_PREFIX_NAME Authorized Borrower Information - Title Prefix EF Authorized Borrower Information

ABi_FIRST_NAME Authorized Borrower Information - First Name EF Authorized Borrower Information

ABi_MIDDLE_NAME Authorized Borrower Information - Middle Name EF Authorized Borrower Information

ABi_LAST_NAME Authorized Borrower Information - Last Name EF Authorized Borrower Information

ABi_SUFFIX_NAME Authorized Borrower Information - Full Name EF Authorized Borrower Information

ABi_FULLNAME Authorized Borrower Information - Suffix EF Authorized Borrower Information

ABi_TITLE Authorized Borrower Information - Position/Title EF Authorized Borrower Information

ABi_ADDR_SAME_AS_PRI_FLAG_Y Authorized Borrower Information - Address Same as Primary EF Authorized Borrower Information

ABi_PRI_ADDR_ADDRESS1 Authorized Borrower Information - Address Line 1 EF Authorized Borrower Information

ABi_PRI_ADDR_ADDRESS2 Authorized Borrower Information - Address Line 2 EF Authorized Borrower Information


ABi_PRI_ADDR_CITY Authorized Borrower Information - City EF Authorized Borrower Information

ABi_PRI_ADDR_STATE Authorized Borrower Information - State EF Authorized Borrower Information

ABi_PRI_ADDR_ZIP Authorized Borrower Information - Zip EF Authorized Borrower Information

ABi_PRI_ADDR_COUNTRY Authorized Borrower Information - Country EF Authorized Borrower Information

ABi_PRI_PH_FULLPHONE_H Authorized Borrower Information - Home Phone EF Authorized Borrower Information

ABi_PRI_PH_FULLPHONE_C Authorized Borrower Information - Cell Phone EF Authorized Borrower Information

ABi_PRI_PH_FULLPHONE_B Authorized Borrower Information - Work Phone EF Authorized Borrower Information

ABi_EMAIL_ADDRESS Authorized Borrower Information - EF Authorized Borrower Information

ABi_TIN Authorized Borrower Information - SSN/TIN EF Authorized Borrower Information

ABi_BIRTH_DATE Authorized Borrower Information - Date of Birth EF Authorized Borrower Information

ABi_GENDER_DESC Authorized Borrower Information - Gender EF Authorized Borrower Information

ABi_MOTHERS_MAIDEN_NAME Authorized Borrower Information - Mother's Maiden Name EF Authorized Borrower Information

ABi_CITIZENSHIP_COUNTRY Authorized Borrower Information - Country of Citizenship EF Authorized Borrower Information

RELATION_TO_PRIABi_ Authorized Borrower Information - Relationship to Primary EF Authorized Borrower Information

ABi_RELATION_TO_GRANT_TRUSTOR Authorized Borrower Information - Relationship to Grantor/Trustor EF Authorized Borrower Information

ABi_ID1_TYPE Authorized Borrower Information - ID1 Type EF Authorized Borrower Information

ABi_ID1_NUMBER Authorized Borrower Information - ID Number EF Authorized Borrower Information

ABi_ID1_AUTHORITY Authorized Borrower Information - ID Issuing Authority EF Authorized Borrower Information


ABi_ID1_ISSUE_DATE Authorized Borrower Information - ID Issue Date EF Authorized Borrower Information

ABi_ID1_EXPIRE_DATE Authorized Borrower Information - ID Expiration Date EF Authorized Borrower Information

ABi_ID1_DESCRIPTION Authorized Borrower Information - ID Description EF Authorized Borrower Information

ABi_W8_ISSUE_DATE Authorized Borrower Information - W8 Issue Date EF Authorized Borrower Information

ABi_FOREIGN_STATUE_W8_FLAG_Y Authorized Borrower Information - Foreign Statue/W8 Flag CB Authorized Borrower Information

ABi_IRS_TAX_COUNTRY Authorized Borrower Information - IRS Tax Country EF Authorized Borrower Information

ABi_SETUP_W9_FLAG_Y Authorized Borrower Information - W9 Notice Flag CB Authorized Borrower Information

ABi_TIN_TYPE Authorized Borrower Information - TIN Type EF Authorized Borrower Information

ABi_VALID_SSN_FLAG_Y Authorized Borrower Information - Valid SSN Flag CB Authorized Borrower Information

ABi_IRS_CITIZENSHIP_STATUS Authorized Borrower Information - IRS Citizenship Status EF Authorized Borrower Information

ABi_OFAC_MATCH Authorized Borrower Information - OFAC Match EF Authorized Borrower Information

ABi_ACCT_ACTION Authorized Borrower Information - Account Action EF Authorized Borrower Information

ABi_EFUNDS Authorized Borrower Information - eFunds EF Authorized Borrower Information

ABi_EMP_NAME Authorized Borrower Information - Employer Name EF Authorized Borrower Information

ABi_OCCUPATION Authorized Borrower Information - Occupation EF Authorized Borrower Information

ABi_SALARY_RANGE Authorized Borrower Information - Salary Range EF Authorized Borrower Information


ABi_PRI_EMP_INDUSTRY Authorized Borrower Information - Employer Industry EF Authorized Borrower Information

ABi_TITLE_TEXT Authorized Borrower Information - Title text EF Authorized Borrower Information

ABi_SECURITY_ANSWER Authorized Borrower Information - Borrow Security Answer EF Authorized Borrower Information

ABi_SECURITY_HINT Authorized Borrower Information - Borrow Security Hint EF Authorized Borrower Information

ABi_SECURITY_QUESTION Authorized Borrower Information - Borrow Security Question EF Authorized Borrower Information

Designated Voter Information - The Document can be mapped for Only One Designated Voter's information.

DVi_RELATIONSHIP_DESC Designated Voter Information - Relationship Description EF Designated Voter Information

DVi_ELIGIBILITY Designated Voter Information - Membership Eligibility EF Designated Voter Information

DVi_LIVE_WORK_STUDY_IN_DESC Designated Voter Information - Live/Work/Study EF Designated Voter Information

DVi_RELATION_CODE Designated Voter Information - Family Household Relation (Code) EF Designated Voter Information

DVi_FAMILY_MEMBER_DESC Designated Voter Information - Family Member Description EF Designated Voter Information

DVi_FAMILY_MEMBER_ACCT Designated Voter Information - Family Member Account EF Designated Voter Information

DVi_PREFIX_NAME Designated Voter Information - Title Prefix EF Designated Voter Information

DVi_FIRST_NAME Designated Voter Information - First Name EF Designated Voter Information

DVi_MIDDLE_NAME Designated Voter Information - Middle Name EF Designated Voter Information

DVi_LAST_NAME Designated Voter Information - Last Name EF Designated Voter Information

DVi_SUFFIX_NAME Designated Voter Information - Full Name EF Designated Voter Information


DVi_FULLNAME Designated Voter Information - Suffix EF Designated Voter Information

DVi_TITLE Designated Voter Information - Position/Title EF Designated Voter Information

DVi_ADDR_SAME_AS_PRI_FLAG_Y Designated Voter Information - Address Same as Primary CB Designated Voter Information

DVi_PRI_ADDR_ADDRESS1 Designated Voter Information - Designated Voter Information - Address Line 1 EF Designated Voter Information

DVi_PRI_ADDR_ADDRESS2 Designated Voter Information - Address Line 2 EF Designated Voter Information

DVi_PRI_ADDR_CITY Designated Voter Information - City EF Designated Voter Information

DVi_PRI_ADDR_STATE Designated Voter Information - State EF Designated Voter Information

DVi_PRI_ADDR_ZIP Designated Voter Information - Zip EF Designated Voter Information

DVi_PRI_ADDR_COUNTRY Designated Voter Information - Country EF Designated Voter Information

DVi_PRI_PH_FULLPHONE_H Designated Voter Information - Home Phone EF Designated Voter Information

DVi_PRI_PH_FULLPHONE_C Designated Voter Information - Cell Phone EF Designated Voter Information

DVi_PRI_PH_FULLPHONE_B Designated Voter Information - Work Phone EF Designated Voter Information

DVi_EMAIL_ADDRESS Designated Voter Information - Designated Voter Information - Email address EF Designated Voter Information

DVi_TIN Designated Voter Information - SSN/TIN EF Designated Voter Information

DVi_BIRTH_DATE Designated Voter Information - Date of Birth EF Designated Voter Information

DVi_GENDER_DESC Designated Voter Information - Gender EF Designated Voter Information

DVi_MOTHERS_MAIDEN_NAME Designated Voter Information - Mother's Maiden Name EF Designated Voter Information

DVi_CITIZENSHIP_COUNTRY Designated Voter Information - Country of Citizenship EF Designated Voter Information


DVi_RELATION_TO_PRI Designated Voter Information - Relationship to Primary EF Designated Voter Information

DVi_RELATION_TO_GRANT_TRUSTOR Designated Voter Information - Relationship to Grantor/Trustor EF Designated Voter Information

DVi_ID1_TYPE Designated Voter Information - ID1 Type EF Designated Voter Information

DVi_ID1_NUMBER Designated Voter Information - ID Number EF Designated Voter Information

DVi_ID1_AUTHORITY Designated Voter Information - ID Issuing Authority EF Designated Voter Information

DVi_ID1_ISSUE_DATE Designated Voter Information - ID Issue Date EF Designated Voter Information

DVi_ID1_EXPIRE_DATE Designated Voter Information - ID Expiration Date EF Designated Voter Information

DVi_ID1_DESCRIPTION Designated Voter Information - ID Description EF Designated Voter Information

DVi_W8_ISSUE_DATE Designated Voter Information - W8 Issue Date EF Designated Voter Information

DVi_FOREIGN_STATUE_W8_FLAG_Y Designated Voter Information - Foreign Statue/W8 Flag CB Designated Voter Information

DVi_IRS_TAX_COUNTRY Designated Voter Information - IRS Tax Country EF Designated Voter Information

DVi_SETUP_W9_FLAG_Y Designated Voter Information - W9 Notice Flag CB Designated Voter Information

DVi_TIN_TYPE Designated Voter Information - TIN Type EF Designated Voter Information

DVi_VALID_SSN_FLAG_Y Designated Voter Information - Valid SSN Flag CB Designated Voter Information

DVi_IRS_CITIZENSHIP_STATUS Designated Voter Information - IRS Citizenship Status EF Designated Voter Information

DVi_OFAC_MATCH Designated Voter Information - OFAC Match EF Designated Voter Information

DVi_ACCT_ACTION Designated Voter Information - Account Action EF Designated Voter Information


DVi_EFUNDS Designated Voter Information - eFunds EF Designated Voter Information

DVi_EMP_NAME Designated Voter Information - Employer Name EF Designated Voter Information

DVi_OCCUPATION Designated Voter Information - Occupation EF Designated Voter Information

DVi_SALARY_RANGE Designated Voter Information - Salary Range EF Designated Voter Information

DVi_PRI_EMP_INDUSTRY Designated Voter Information - Employer Industry EF Designated Voter Information

DVi_TITLE_TEXT Designated Voter Information - Title Text EF Designated Voter Information

DVi_SECURITY_ANSWER Designated Voter Information - Voter Security Answer EF Designated Voter Information

DVi_SECURITY_HINT Designated Voter Information - Voter Security Hint EF Designated Voter Information

DVi_SECURITY_QUESTION Designated Voter Information - Voter Security Question EF Designated Voter Information

Successor Custodian Information - The Document can be mapped for maximum 4 Successor Custodian's information.

SCi_RELATIONSHIP_DESC Successor Custodian Information - Relationship Description EF Successor Custodian Information

SCi_FULLNAME Successor Custodian Information - Full Name EF Successor Custodian Information

SCi_ELIGIBILITY Successor Custodian Information - Membership Eligibility EF Successor Custodian Information

SCi_LIVE_WORK_STUDY_IN_DESC Successor Custodian Information - Live/Work/Study EF Successor Custodian Information

SCi_RELATION_CODE Successor Custodian Information - Family Household Relation (Code) EF Successor Custodian Information

SCi_FAMILY_MEMBER_DESC Successor Custodian Information - Family Member Description EF Successor Custodian Information


SCi_FAMILY_MEMBER_ACCT Successor Custodian Information - Family Member Account EF Successor Custodian Information

SCi_PREFIX_NAME Successor Custodian Information - Title Prefix EF Successor Custodian Information

SCi_FIRST_NAME Successor Custodian Information - First Name EF Successor Custodian Information

SCi_MIDDLE_NAME Successor Custodian Information - Middle Name EF Successor Custodian Information

SCi_LAST_NAME Successor Custodian Information - Last Name EF Successor Custodian Information

SCi_SUFFIX_NAME Successor Custodian Information - Suffix EF Successor Custodian Information

SCi_TITLE Successor Custodian Information - Position/Title EF Successor Custodian Information

SCi_ADDR_SAME_AS_PRI_FLAG_Y Successor Custodian Information - Address Same as Primary CB Successor Custodian Information

SCi_PRI_ADDR_ADDRESS1 Successor Custodian Information - Address Line 1 EF Successor Custodian Information

SCi_PRI_ADDR_ADDRESS2 Successor Custodian Information - Address Line 2 EF Successor Custodian Information

SCi_PRI_ADDR_CITY Successor Custodian Information - City EF Successor Custodian Information

SCi_PRI_ADDR_STATE Successor Custodian Information - State EF Successor Custodian Information

SCi_PRI_ADDR_ZIP Successor Custodian Information - Zip EF Successor Custodian Information

SCi_PRI_ADDR_COUNTRY Successor Custodian Information - Country EF Successor Custodian Information

SCi_PRI_PH_FULLPHONE_H Successor Custodian Information - Home Phone EF Successor Custodian Information

SCi_PRI_PH_FULLPHONE_C Successor Custodian Information - Cell Phone EF Successor Custodian Information

SCi_PRI_PH_FULLPHONE_B Successor Custodian Information - Work Phone EF Successor Custodian Information

SCi_EMAIL_ADDRESS Successor Custodian Information - Email address EF Successor Custodian Information

SCi_TIN Successor Custodian Information - SSN/TIN EF Successor Custodian Information


SCi_BIRTH_DATE Successor Custodian Information - Date of Birth EF Successor Custodian Information

SCi_GENDER_DESC Successor Custodian Information - Gender EF Successor Custodian Information

SCi_MOTHERS_MAIDEN_NAME Successor Custodian Information - Mother's Maiden Name EF Successor Custodian Information

SCi_CITIZENSHIP_COUNTRY Successor Custodian Information - Country of Citizenship EF Successor Custodian Information

SCi_RELATION_TO_PRI Successor Custodian Information - Relationship to Primary EF Successor Custodian Information

SCi_RELATION_TO_GRANT_TRUSTOR Successor Custodian Information - Relationship to Grantor/Trustor EF Successor Custodian Information

SCi_ID1_TYPE Successor Custodian Information - ID1 Type EF Successor Custodian Information

SCi_ID1_NUMBER Successor Custodian Information - ID Number EF Successor Custodian Information

SCi_ID1_AUTHORITY Successor Custodian Information - ID Issuing Authority EF Successor Custodian Information

SCi_ID1_ISSUE_DATE Successor Custodian Information - ID Issue Date EF Successor Custodian Information

SCi_ID1_EXPIRE_DATE Successor Custodian Information - ID Expiration Date EF Successor Custodian Information

SCi_ID1_DESCRIPTION Successor Custodian Information - ID Description EF Successor Custodian Information

SCi_BEN_PERCENTAGE Successor Custodian Information - Benefit Percentage EF Successor Custodian Information

SCi_EFUNDS Successor Custodian Information - eFunds EF Successor Custodian Information

SCi_W8_ISSUE_DATE Successor Custodian Information - W8 Issue Date EF Successor Custodian Information

SCi_FOREIGN_STATUE_W8_FLAG_Y Successor Custodian Information - Foreign Statue/W8 Flag CB Successor Custodian Information

SCi_IRS_TAX_COUNTRY Successor Custodian Information - IRS Tax Country EF Successor Custodian Information

SCi_SETUP_W9_FLAG_Y Successor Custodian Information - W9 Notice Flag CB Successor Custodian Information

SCi_TIN_TYPE Successor Custodian Information - TIN Type EF Successor Custodian Information


SCi_VALID_SSN_FLAG_Y Successor Custodian Information - Valid SSN Flag CB Successor Custodian Information

SCi_IRS_CITIZENSHIP_STATUS Successor Custodian Information - IRS Citizenship Status EF Successor Custodian Information

SCi_OFAC_MATCH Successor Custodian Information - OFAC Match EF Successor Custodian Information

SCi_ACCT_ACTION Successor Custodian Information - Account Action EF Successor Custodian Information

SCi_OCCUPATION Successor Custodian Information - Occupation EF Successor Custodian Information

SCi_EMP_NAME Successor Custodian Information - Employer Name EF Successor Custodian

SCi_SALARY_RANGE Successor Custodian Information - Salary Range EF Successor Custodian

SCi_PRI_EMP_INDUSTRY Successor Custodian Information - Employer Industry EF Successor Custodian Information

SCi_TITLE_TEXT Successor Custodian Information - Title Text EF Successor Custodian Information

SCi_SECURITY_ANSWER Successor Custodian Information - Security Answer EF Successor Custodian Information

SCi_SECURITY_HINT Successor Custodian Information - Security Hint EF Successor Custodian Information

SCi_SECURITY_QUESTION Successor Custodian Information - Security Question EF Successor Custodian Information

Trust Beneficiary Information - The Document can be mapped for maximum 4 Trust Beneficiary's information.

TBi_RELATIONSHIP_DESC Trust Beneficiary Information - Relationship Description EF Trust Beneficiary

TBi_ELIGIBILITY Trust Beneficiary Information - Membership Eligibility EF Trust Beneficiary

TBi_LIVE_WORK_STUDY_IN_DESC Trust Beneficiary Information - Live/Work/Study EF Trust Beneficiary

TBi_RELATION_CODE Trust Beneficiary Information - Family Household Relation (Code) EF Trust Beneficiary


TBi_FAMILY_MEMBER_DESC Trust Beneficiary Information - Family Member Description EF Trust Beneficiary

TBi_FAMILY_MEMBER_ACCT Trust Beneficiary Information - Family Member Account EF Trust Beneficiary

TBi_PREFIX_NAME Trust Beneficiary Information - Title Prefix EF Trust Beneficiary

TBi_FIRST_NAME Trust Beneficiary Information - First Name EF Trust Beneficiary

TBi_MIDDLE_NAME Trust Beneficiary Information - Middle Name EF Trust Beneficiary

TBi_LAST_NAME Trust Beneficiary Information - Last Name EF Trust Beneficiary

TBi_SUFFIX_NAME Trust Beneficiary Information - Suffix EF Trust Beneficiary

TBi_TITLE Trust Beneficiary Information - Position/Title EF Trust Beneficiary

TBi_ADDR_SAME_AS_PRI_FLAG_Y Trust Beneficiary Information - Address Same as Primary CB Trust Beneficiary

TBi_PRI_ADDR_ADDRESS1 Trust Beneficiary Information - Address Line 1 EF Trust Beneficiary

TBi_PRI_ADDR_ADDRESS2 Trust Beneficiary Information - Address Line 2 EF Trust Beneficiary

TBi_PRI_ADDR_CITY Trust Beneficiary Information - City EF Trust Beneficiary

TBi_PRI_ADDR_STATE Trust Beneficiary Information - State EF Trust Beneficiary

TBi_PRI_ADDR_ZIP Trust Beneficiary Information - Zip EF Trust Beneficiary

TBi_PRI_ADDR_COUNTRY Trust Beneficiary Information - Trust Beneficiary Information - Country EF Trust Beneficiary

TBi_PRI_PH_FULLPHONE_H Trust Beneficiary Information - Home Phone EF Trust Beneficiary

TBi_PRI_PH_FULLPHONE_C Trust Beneficiary Information - Trust Beneficiary Information - Cell Phone EF Trust Beneficiary

TBi_PRI_PH_FULLPHONE_B Trust Beneficiary Information - Work Phone EF Trust Beneficiary


TBi_EMAIL_ADDRESS Trust Beneficiary Information - Email address EF Trust Beneficiary

TBi_TIN Trust Beneficiary Information - SSN/TIN EF Trust Beneficiary

TBi_BIRTH_DATE Trust Beneficiary Information - Date of Birth EF Trust Beneficiary

TBi_GENDER_DESC Trust Beneficiary Information - Gender EF Trust Beneficiary

TBi_MOTHERS_MAIDEN_NAME Trust Beneficiary Information - Mother's Maiden Name EF Trust Beneficiary

TBi_CITIZENSHIP_COUNTRY Trust Beneficiary Information - Country of Citizenship EF Trust Beneficiary

TBi_RELATION_TO_PRI Trust Beneficiary Information - Relationship to Primary EF Trust Beneficiary

TBi_RELATION_TO_GRANT_TRUSTOR Trust Beneficiary Information - Relationship to Grantor/Trustor EF Trust Beneficiary

TBi_ID1_TYPE Trust Beneficiary Information - ID1 Type EF Trust Beneficiary

TBi_ID1_NUMBER Trust Beneficiary Information - ID Number EF Trust Beneficiary

TBi_ID1_AUTHORITY Trust Beneficiary Information - ID Issuing Authority EF Trust Beneficiary

TBi_ID1_ISSUE_DATE Trust Beneficiary Information - ID Issue Date EF Trust Beneficiary

TBi_ID1_EXPIRE_DATE Trust Beneficiary Information - ID Expiration Date EF Trust Beneficiary

TBi_ID1_DESCRIPTION Trust Beneficiary Information - ID Description EF Trust Beneficiary

TBi_FULLNAME Trust Beneficiary Information - Full Name EF Trust Beneficiary

TBi_BEN_PERCENTAGE Trust Beneficiary Information - Benefit Percentage EF Trust Beneficiary

TBi_TOT_PERCENTAGE Trust Beneficiary Information - Total Percentage EF Trust Beneficiary

TBi_EFUNDS Trust Beneficiary Information - eFunds EF Trust Beneficiary

TBi_W8_ISSUE_DATE Trust Beneficiary Information - W8 Issue Date EF Trust Beneficiary


TBi_FOREIGN_STATUE_W8_FLAG_Y Trust Beneficiary Information - Foreign Statue/W8 Flag CB Trust Beneficiary

TBi_IRS_TAX_COUNTRY Trust Beneficiary Information - IRS Tax Country EF Trust Beneficiary

TBi_OFAC_MATCH Trust Beneficiary Information - OFAC Match EF Trust Beneficiary

TBi_ACCT_ACTION Trust Beneficiary Information - Account Action EF Trust Beneficiary

TBi_EMP_NAME Trust Beneficiary Information - Employer Name EF Trust Beneficiary

TBi_OCCUPATION Trust Beneficiary Information - Occupation EF Trust Beneficiary

TBi_SALARY_RANGE Trust Beneficiary Information - Salary Range EF Trust Beneficiary

TBi_PRI_EMP_INDUSTRY Trust Beneficiary Information - Employer Industry EF Trust Beneficiary

TBi_TITLE_TEXT Trust Beneficiary Information - Title text EF Trust Beneficiary

TBi_SECURITY_ANSWER Trust Beneficiary Information - Security Answer EF Trust Beneficiary

TBi_SECURITY_HINT Trust Beneficiary Information - Security Hint EF Trust Beneficiary

TBi_SECURITY_QUESTION Trust Beneficiary Information - Security Question EF Trust Beneficiary

TBi_IRS_CITIZENSHIP_STATUS Trust Beneficiary Information - IRS Citizenship Status EF Trust Beneficiary

TBi_TIN_TYPE Trust Beneficiary Information - Tax ID Type EF Trust Beneficiary

Sub-share Joint Information - The Document can be mapped for maximum 6 Sub-share Joint's information.

SSi_RELATIONSHIP_DESC Sub-share Joint Information - Relationship Description EF Sub Share Joint

SSi_FULLNAME Sub-share Joint Information - Full Name EF Sub Share Joint


SSi_FIRST_NAME Sub-share Joint Information - First Name EF Sub Share Joint

SSi_LAST_NAME Sub-share Joint Information - Last Name EF Sub Share Joint

SSi_MIDDLE_NAME Sub-share Joint Information - Middle Name EF Sub Share Joint

SSi_FAMILY_NAME Sub-share Joint Information - Family Name EF Sub Share Joint

SSi_PREFIX_NAME Sub-share Joint Information - Title Prefix EF Sub Share Joint

SSi_SUFFIX_NAME Sub-share Joint Information - Title Suffix EF Sub Share Joint

SSi_PRI_ADDR_ADDRESS1 Sub-share Joint Information - Street Address EF Sub Share Joint

SSi_PRI_ADDR_ADDRESS2 Sub-share Joint Information - Address Line 2 EF Sub Share Joint

SSi_PRI_ADDR_CITY Sub-share Joint Information - City EF Sub Share Joint

SSi_PRI_ADDR_ZIP Sub-share Joint Information - Zip Code EF Sub Share Joint

SSi_PRI_ADDR_COUNTRY Sub-share Joint Information - Country EF Sub Share Joint

SSi_PRI_ADDR_IS_SAME Sub-share Joint Information - Address is Same EF Sub Share Joint

SSi_CITIZENSHIP_COUNTRY Sub-share Joint Information - Country of Citizenship EF Sub Share Joint

SSi_BIRTH_DATE Sub-share Joint Information - Birth Date EF Sub Share Joint

SSi_BEN_PERCENTAGE Sub-share Joint Information - Benefit Percentage EF Sub Share Joint

SSi_PRI_PH_FULLPHONE_H Sub-share Joint Information - Home Phone EF Sub Share Joint

SSi_PRI_PH_FULLPHONE_C Sub-share Joint Information - Cell Phone EF Sub Share Joint

SSi_PRI_PH_FULLPHONE_B Sub-share Joint Information - Work Phone EF Sub Share Joint

SSi_TIN Sub-share Joint Information - TIN EF Sub Share Joint


SSi_TIN_TYPE Sub-share Joint Information - Tax ID Type EF Sub Share Joint

SSi_VALID_SSN_FLAG_Y Sub-share Joint Information - Valid SSN Flag CB Sub Share Joint

SSi_FOREIGN_STATUE_W8_FLAG_Y Sub-share Joint Information - W8 Flag CB Sub Share Joint

SSi_EMAIL_ADDRESS Sub-share Joint Information - eMail EF Sub Share Joint

SSi_EMAIL_VALIDATION Sub-share Joint Information - eMail Validation EF Sub Share Joint

SSi_FAMILY_ACCT Sub-share Joint Information - Family Account EF Sub Share Joint

SSi_GENDER_DESC Sub-share Joint Information - Gender EF Sub Share Joint

SSi_ID1_DESCRIPTION Sub-share Joint Information - ID Description EF Sub Share Joint

SSi_ID1_ISSUE_DATE Sub-share Joint Information - ID Issue Date EF Sub Share Joint

SSi_ID1_EXPIRE_DATE Sub-share Joint Information - ID Expiration Date EF Sub Share Joint

SSi_ID1_AUTHORITY Sub-share Joint Information - ID Issuer EF Sub Share Joint

SSi_ID1_NUMBER Sub-share Joint Information - ID Number EF Sub Share Joint

SSi_ID1_TYPE Sub-share Joint Information - ID Type EF Sub Share Joint

SSi_IRS_CITIZENSHIP_STATUS Sub-share Joint Information - IRS Citizenship Status EF Sub Share Joint

SSi_LIVE_WORK_STUDY_IN_DESC Sub-share Joint Information - Live/Work/Study EF Sub Share Joint

SSi_MEMBER_CODE Sub-share Joint Information - Member Code EF Sub Share Joint

SSi_MEMBER_CODE_DESC Sub-share Joint Information - Member Code Description EF Sub Share Joint

SSi_ELIGIBILITY Sub-share Joint Information - Member Eligibility EF Sub Share Joint

SSi_MOTHERS_MAIDEN_NAME Sub-share Joint Information - Mother's Maiden Name EF Sub Share Joint


SSi_RELATION_TO_GRANT_TRUSTOR Sub-share Joint Information - Relationship to Grantor/Trustor EF Sub Share Joint

SSi_RELATION_TO_PRI Sub-share Joint Information - Relationship to Primary EF Sub Share Joint

SSi_PRI_ADDR_STATE Sub-share Joint Information - State EF Sub Share Joint

SSi_TAX_COUNTRY_CODE Sub-share Joint Information - Tax Country Code EF Sub Share Joint

SSi_W8_ISSUE_DATE Sub-share Joint Information - W8 Issue Date EF Sub Share Joint

SSi_SETUP_W9_FLAG_Y Sub-share Joint Information - W9 Notice Flag CB Sub Share Joint

SSi_OFAC_MATCH Sub-share Joint Information - OFAC Match CB Sub Share Joint

SSi_ACCT_ACTION Sub-share Joint Information - Account Action CB Sub Share Joint

SSi_EMP_NAME Sub-share Joint Information - Employer Name EF Sub Share Joint

SSi_EFUNDS Sub-share Joint Information - eFunds EF Sub Share Joint

SSi_SALARY_RANGE Sub-share Joint Information - Salary Range EF Sub Share Joint

SSi_OCCUPATION Sub-share Joint Information - Occupation EF Sub Share Joint

SSi_PRI_EMP_INDUSTRY Sub-share Joint Information - Employer Industry EF Sub Share Joint

SSi_SECURITY_ANSWER Sub-share Joint Information - Subshare Joint Security Answer EF Sub Share Joint

SSi_SECURITY_HINT Sub-share Joint Information - Subshare Joint Security Hint EF Sub Share Joint

SSi_SECURITY_QUESTION Sub-share Joint Information - Subshare Joint Security Question EF Sub Share Joint

Fiduciary Information - The Document can be mapped for maximum 6 Fiduciary's information.

FIi_RELATIONSHIP_DESC Fiduciary Information - Relationship Description EF Fiduciary

FIi_LIVE_WORK_STUDY_IN_DESC Fiduciary Information - Live/Work/Study EF Fiduciary


FIi_RELATION_CODE Fiduciary Information - Family Household Relation (Code) EF Fiduciary

FIi_FAMILY_MEMBER_DESC Fiduciary Information - Family Member Description EF Fiduciary

FIi_FAMILY_MEMBER_ACCT Fiduciary Information - Family Member Account EF Fiduciary

FIi_PREFIX_NAME Fiduciary Information - Title Prefix EF Fiduciary

FIi_FIRST_NAME Fiduciary Information - First Name EF Fiduciary

FIi_MIDDLE_NAME Fiduciary Information - Middle Name EF Fiduciary

FIi_LAST_NAME Fiduciary Information - Last Name EF Fiduciary

FIi_SUFFIX_NAME Fiduciary Information - Full Name EF Fiduciary

FIi_FULLNAME Fiduciary Information - Suffix EF Fiduciary

FIi_TITLE Fiduciary Information - Position/Title EF Fiduciary

FIi_ADDR_SAME_AS_PRI_FLAG_Y Fiduciary Information - Address Same as Primary Checkbox CB Fiduciary

FIi_PRI_ADDR_ADDRESS1 Fiduciary Information - Address Line 1 EF Fiduciary

FIi_PRI_ADDR_ADDRESS2 Fiduciary Information - Address Line 2 EF Fiduciary

FIi_PRI_ADDR_CITY Fiduciary Information - City EF Fiduciary

FIi_PRI_ADDR_STATE Fiduciary Information - State EF Fiduciary

FIi_PRI_ADDR_ZIP Fiduciary Information - Zip EF Fiduciary

FIi_PRI_ADDR_COUNTRY Fiduciary Information - Country EF Fiduciary

FIi_PRI_PH_FULLPHONE_H Fiduciary Information - Home Phone EF Fiduciary


FIi_PRI_PH_FULLPHONE_C Fiduciary Information - Cell Phone EF Fiduciary

FIi_PRI_PH_FULLPHONE_B Fiduciary Information - Work Phone EF Fiduciary

FIi_EMAIL_ADDRESS Fiduciary Information - Email address EF Fiduciary

FIi_TIN Fiduciary Information - TaxID EF Fiduciary

FIi_TIN_TYPE Fiduciary Information - SSN/TIN EF Fiduciary

FIi_BIRTH_DATE Fiduciary Information - Date of Birth EF Fiduciary

FIi_GENDER_DESC Fiduciary Information - Gender EF Fiduciary

FIi_MOTHERS_MAIDEN_NAME Fiduciary Information - Mother's Maiden Name EF Fiduciary

FIi_CITIZENSHIP_COUNTRY Fiduciary Information - Country of Citizenship EF Fiduciary

FIi_RELATION_TO_PRI Fiduciary Information - Relationship to Primary EF Fiduciary

FIi_RELATION_TO_GRANT_TRUSTOR Fiduciary Information - Relationship to Grantor/Trustor EF Fiduciary

FIi_ID1_TYPE Fiduciary Information - ID1 Type EF Fiduciary

FIi_ID1_NUMBER Fiduciary Information - ID1 Number EF Fiduciary

FIi_ID1_AUTHORITY Fiduciary Information - ID Issuing Authority EF Fiduciary

FIi_ID1_ISSUE_DATE Fiduciary Information - ID Issue Date EF Fiduciary

FIi_ID1_EXPIRE_DATE Fiduciary Information - ID Expiration Date EF Fiduciary

FIi_ID1_DESCRIPTION Fiduciary Information - ID Description EF Fiduciary

FIi_VALID_SSN_FLAG_Y Fiduciary Information - Valid SSN CB Fiduciary


FIi_FOREIGN_STATUE_W8_FLAG_Y Fiduciary Information - W8 Flag CB Fiduciary

FIi_TAX_COUNTRY_CODE Fiduciary Information - Tax Country Code EF Fiduciary

FIi_W8_ISSUE_DATE Fiduciary Information - W8 Issue Date EF Fiduciary

FIi_SETUP_W9_FLAG_Y Fiduciary Information - W9 Notice CB Fiduciary

FIi_CHEXSYS_ID_MATCH Fiduciary Information - ChexSystems ID Match EF Fiduciary

FIi_CHEXSYS_IDV_ACTION Fiduciary Information - ChexSystems IDV Action EF Fiduciary

FIi_CHEXSYS_IDV_ACTION_COMP Fiduciary Information - ChexSystems IDV Action Complete EF Fiduciary

FIi_CHEXSYS_IDV_ACTION_FLAG Fiduciary Information - ChexSystems IDV Action Flag EF Fiduciary

FIi_CHEXSYS_IDV_ACTION_TEST Fiduciary Information - ChexSystems IDV Action Text EF Fiduciary

FIi_CHEXSYS_IDV_OVERRIDE Fiduciary Information - ChexSystems IDV Override EF Fiduciary

FIi_CHEXSYS_IDV_OVERRIDE_COMP Fiduciary Information - ChexSystems IDV Override Complte EF Fiduciary

FIi_CHEXSYS_IDV_OVERRIDE_FLAG Fiduciary Information - ChexSystems IDV Override Flag EF Fiduciary

FIi_CHEXSYS_IDV_OVERRIDE_TEXT Fiduciary Information - ChexSystems IDV Override Text EF Fiduciary

FIi_CHEXSYS_OFAC_MATCH Fiduciary Information - ChexSystems OFAC Match EF Fiduciary

FIi_CHEXSYS_OFAC_OVERRIDE Fiduciary Information - ChexSystems OFAC Override EF Fiduciary

FIi_CHEXSYS_OFAC_OVERRIDE_COMP Fiduciary Information - ChexSystems OFAC Override Complete EF Fiduciary

FIi_CHEXSYS_OFAC_OVERRIDE_FLAG Fiduciary Information - ChexSystems OFAC Override Flag EF Fiduciary

FIi_CHEXSYS_OFAC_OVERRIDE_TEXT Fiduciary Information - ChexSystems OFAC Override Text EF Fiduciary


FIi_PRI_ADDR_MONTHS Fiduciary Information - Months at Address EF Fiduciary

FIi_PRI_ADDR_YEARS Fiduciary Information - Years at Address EF Fiduciary

FIi_AGE Fiduciary Information - Age EF Fiduciary

FIi_ALIEN_ID_COUNTRY Fiduciary Information - Alien ID Country EF Fiduciary

FIi_ALIEN_ID_NBR Fiduciary Information - Alien ID Number EF Fiduciary

FIi_ALT_ADDR_ADDRESS1 Fiduciary Information - Alternate Address 1 EF Fiduciary

FIi_ALT_ADDR_ADDRESS2 Fiduciary Information - Alternate Address 2 EF Fiduciary

FIi_ALT_ADDR_CITY Fiduciary Information - Alternate Address City EF Fiduciary

FIi_ALT_ADDR_COUNTRY Fiduciary Information - Alternate Country Code EF Fiduciary

FIi_ALT_ADDR_STATE Fiduciary Information - Alternate Address State Code EF Fiduciary

FIi_ALT_ADDR_ZIP Fiduciary Information - Alternate Address Zip EF Fiduciary

FIi_ALT_ADDR_END_DATE Fiduciary Information - Alternate Address End Date EF Fiduciary

FIi_ALT_ADDR_START_DATE Fiduciary Information - Alternate Address Start Date EF Fiduciary

FIi_FAMILY_NAME Fiduciary Information - Family Name EF Fiduciary

FIi_STATE_ID_EXPIRE_DATE Fiduciary Information - ID State Expiration Date EF Fiduciary

FIi_STATE_ID_ISSUE_DATE Fiduciary Information - ID State Issue Date EF Fiduciary

FIi_STATE_ID_NUMBER Fiduciary Information - ID State Number EF Fiduciary

FIi_IRS_CITIZENSHIP_STATUS Fiduciary Information - CitIzenship Status EF Fiduciary


FIi_ELIGIBILITY_FLAG_Y Fiduciary Information - Member Eligibility CB Fiduciary

FIi_US_CITIZEN_FLAG_Y Fiduciary Information - US Citizen CB Fiduciary

FIi_EMP_NAME Fiduciary Information - Employer Name EF Fiduciary

FIi_OCCUPATION Fiduciary Information - Occupation EF Fiduciary

FIi_SALARY_RANGE Fiduciary Information - Salary Range EF Fiduciary

FIi_PRI_EMP_INDUSTRY Fiduciary Information - Employer Industry EF Fiduciary

FIi_TITLE_TEXT Fiduciary Information - Title Text EF Fiduciary

FIi_SECURITY_ANSWER Fiduciary Information - Security Answer EF Fiduciary

FIi_SECURITY_HINT Fiduciary Information - Security Hint EF Fiduciary

FIi_SECURITY_QUESTION Fiduciary Information - Security Question EF Fiduciary

Executor Information - The Document can be mapped for maximum 6 Executor's information.

EXi_RELATIONSHIP_DESC Executor Information - Relationship Description EF Executor

EXi_LIVE_WORK_STUDY_IN_DESC Executor Information - Live/Work/Study EF Executor

EXi_RELATION_CODE Executor Information - Family Household Relation (Code) EF Executor

EXi_FAMILY_MEMBER_DESC Executor Information - Family Member Description EF Executor

EXi_FAMILY_MEMBER_ACCT Executor Information - Family Member Account EF Executor

EXi_PREFIX_NAME Executor Information - Title Prefix EF Executor

EXi_FIRST_NAME Executor Information - First Name EF Executor


EXi_MIDDLE_NAME Executor Information - Middle Name EF Executor

EXi_LAST_NAME Executor Information - Last Name EF Executor

EXi_FULLNAME Executor Information - Full Name EF Executor

EXi_SUFFIX_NAME Executor Information - Suffix EF Executor

EXi_TITLE Executor Information - Position/Title EF Executor

EXi_ADDR_SAME_AS_PRI_FLAG_Y Executor Information - Address Same as Primary Checkbox CB Executor

EXi_PRI_ADDR_ADDRESS1 Executor Information - Address Line 1 EF Executor

EXi_PRI_ADDR_ADDRESS2 Executor Information - Address Line 2 EF Executor

EXi_PRI_ADDR_CITY Executor Information - City EF Executor

EXi_PRI_ADDR_STATE Executor Information - State EF Executor

EXi_PRI_ADDR_ZIP Executor Information - Zip EF Executor

EXi_PRI_ADDR_COUNTRY Executor Information - Country EF Executor

EXi_PRI_PH_FULLPHONE_H Executor Information - Home Phone EF Executor

EXi_PRI_PH_FULLPHONE_C Executor Information - Cell Phone EF Executor

EXi_PRI_PH_FULLPHONE_B Executor Information - Work Phone EF Executor

EXi_EMAIL_ADDRESS Executor Information - Email address EF Executor

EXi_TIN Executor Information - TaxID EF Executor

EXi_TIN_TYPE Executor Information - SSN/TIN EF Executor


EXi_BIRTH_DATE Executor Information - Date of Birth EF Executor

EXi_GENDER_DESC Executor Information - Gender EF Executor

EXi_MOTHERS_MAIDEN_NAME Executor Information - Mother's Maiden Name EF Executor

EXi_CITIZENSHIP_COUNTRY Executor Information - Country of Citizenship EF Executor

EXi_RELATION_TO_PRI Executor Information - Relationship to Primary EF Executor

EXi_RELATION_TO_GRANT_TRUSTOR Executor Information - Relationship to Grantor/Trustor EF Executor

EXi_ID1_TYPE Executor Information - ID1 Type EF Executor

EXi_ID1_NUMBER Executor Information - ID1 Number EF Executor

EXi_ID1_AUTHORITY Executor Information - ID Issuing Authority EF Executor

EXi_ID1_ISSUE_DATE Executor Information - ID Issue Date EF Executor

EXi_ID1_EXPIRE_DATE Executor Information - ID Expiration Date EF Executor

EXi_ID1_DESCRIPTION Executor Information - ID Description EF Executor

EXi_VALID_SSN_FLAG_Y Executor Information - Valid SSN CB Executor

EXi_FOREIGN_STATUE_W8_FLAG_Y Executor Information - W8 Flag CB Executor

EXi_TAX_COUNTRY_CODE Executor Information - Tax Country Code EF Executor

EXi_W8_ISSUE_DATE Executor Information - W8 Issue Date EF Executor

EXi_SETUP_W9_FLAG_Y Executor Information - W9 Notice CB Executor

EXi_CHEXSYS_ID_MATCH Executor Information - ChexSystems ID Match EF Executor


EXi_CHEXSYS_IDV_ACTION Executor Information - ChexSystems IDV Action EF Executor

EXi_CHEXSYS_IDV_ACTION_COMP Executor Information - ChexSystems IDV Action Complete EF Executor

EXi_CHEXSYS_IDV_ACTION_FLAG Executor Information - ChexSystems IDV Action Flag EF Executor

EXi_CHEXSYS_IDV_ACTION_TEST Executor Information - ChexSystems IDV Action Text EF Executor

EXi_CHEXSYS_IDV_OVERRIDE Executor Information - ChexSystems IDV Override EF Executor

EXi_CHEXSYS_IDV_OVERRIDE_COMP Executor Information - ChexSystems IDV Override Complte EF Executor

EXi_CHEXSYS_IDV_OVERRIDE_FLAG Executor Information - ChexSystems IDV Override Flag EF Executor

EXi_CHEXSYS_IDV_OVERRIDE_TEXT Executor Information - ChexSystems IDV Override Text EF Executor

EXi_CHEXSYS_OFAC_MATCH Executor Information - ChexSystems OFAC Match EF Executor

EXi_CHEXSYS_OFAC_OVERRIDE Executor Information - ChexSystems OFAC Override EF Executor

EXi_CHEXSYS_OFAC_OVERRIDE_COMP Executor Information - ChexSystems OFAC Override Complete EF Executor

EXi_CHEXSYS_OFAC_OVERRIDE_FLAG Executor Information - ChexSystems OFAC Override Flag EF Executor

EXi_CHEXSYS_OFAC_OVERRIDE_TEXT Executor Information - ChexSystems OFAC Override Text EF Executor

EXi_PRI_ADDR_MONTHS Executor Information - Months at Address EF Executor

EXi_PRI_ADDR_YEARS Executor Information - Years at Address EF Executor

EXi_AGE Executor Information - Age EF Executor

EXi_ALIEN_ID_COUNTRY Executor Information - Alien ID Country EF Executor

EXi_ALIEN_ID_NBR Executor Information - Alien ID Number EF Executor


EXi_ALT_ADDR_ADDRESS1 Executor Information - Alternate Address 1 EF Executor

EXi_ALT_ADDR_ADDRESS2 Executor Information - Alternate Address 2 EF Executor

EXi_ALT_ADDR_CITY Executor Information - Alternate Address City EF Executor

EXi_ALT_ADDR_COUNTRY Executor Information - Alternate Country Code EF Executor

EXi_ALT_ADDR_STATE Executor Information - Alternate Address State Code EF Executor

EXi_ALT_ADDR_ZIP Executor Information - Alternate Address Zip EF Executor

EXi_ALT_ADDR_END_DATE Executor Information - Alternate Address End Date EF Executor

EXi_ALT_ADDR_START_DATE Executor Information - Alternate Address Start Date EF Executor

EXi_FAMILY_NAME Executor Information - Family Name EF Executor

EXi_STATE_ID_EXPIRE_DATE Executor Information - ID State Expiration Date EF Executor

EXi_STATE_ID_ISSUE_DATE Executor Information - ID State Issue Date EF Executor

EXi_STATE_ID_NUMBER Executor Information - ID State Number EF Executor

EXi_IRS_CITIZENSHIP_STATUS Executor Information - CitIzenship Status EF Executor

EXi_ELIGIBILITY_FLAG_Y Executor Information - Member Eligibility CB Executor

EXi_US_CITIZEN_FLAG_Y Executor Information - US Citizen CB Executor

EXi_EMP_NAME Executor Information - Employer Name EF Executor

EXi_OCCUPATION Executor Information - Occupation EF Executor

EXi_SALARY_RANGE Executor Information - Salary Range EF Executor


EXi_PRI_EMP_INDUSTRY Executor Information - Employer Industry EF Executor

EXi_TITLE_TEXT Executor Information - Title text EF Executor

EXi_SECURITY_ANSWER Executor Information - Executor Security Answer EF Executor

EXi_SECURITY_HINT Executor Information - Executor Security Hint EF Executor

EXi_SECURITY_QUESTION Executor Information - Executor Security Question EF Executor

EXi_IRS_CITIZENSHIP_STATUS Executor Information - IRS Citizenship Status EF Executor

Guardian Information - The Document can be mapped for maximum 6 Guardian's information.

GUi_RELATIONSHIP_DESC Guardian Information - Relationship Description EF Guardian

GUi_LIVE_WORK_STUDY_IN_DESC Guardian Information - Live/Work/Study EF Guardian

GUi_RELATION_CODE Guardian Information - Family Household Relation (Code) EF Guardian

GUi_FAMILY_MEMBER_DESC Guardian Information - Family Member Description EF Guardian

GUi_FAMILY_MEMBER_ACCT Guardian Information - Family Member Account EF Guardian

GUi_PREFIX_NAME Guardian Information - Title Prefix EF Guardian

GUi_FIRST_NAME Guardian Information - First Name EF Guardian

GUi_MIDDLE_NAME Guardian Information - Middle Name EF Guardian

GUi_LAST_NAME Guardian Information - Last Name EF Guardian

GUi_FULLNAME Guardian Information - Full Name EF Guardian

GUi_SUFFIX_NAME Guardian Information - Suffix EF Guardian


GUi_TITLE Guardian Information - Position/Title EF Guardian

GUi_ADDR_SAME_AS_PRI_FLAG_Y Guardian Information - Address Same as Primary Checkbox CB Guardian

GUi_PRI_ADDR_ADDRESS1 Guardian Information - Address Line 1 EF Guardian

GUi_PRI_ADDR_ADDRESS2 Guardian Information - Address Line 2 EF Guardian

GUi_PRI_ADDR_CITY Guardian Information - City EF Guardian

GUi_PRI_ADDR_STATE Guardian Information - State EF Guardian

GUi_PRI_ADDR_ZIP Guardian Information - Zip EF Guardian

GUi_PRI_ADDR_COUNTRY Guardian Information - Country EF Guardian

GUi_PRI_PH_FULLPHONE_H Guardian Information - Home Phone EF Guardian

GUi_PRI_PH_FULLPHONE_C Guardian Information - Cell Phone EF Guardian

GUi_PRI_PH_FULLPHONE_B Guardian Information - Work Phone EF Guardian

GUi_EMAIL_ADDRESS Guardian Information - Email address EF Guardian

GUi_TIN Guardian Information - TaxID EF Guardian

GUi_TIN_TYPE Guardian Information - SSN/TIN EF Guardian

GUi_BIRTH_DATE Guardian Information - Date of Birth EF Guardian

GUi_GENDER_DESC Guardian Information - Gender EF Guardian

GUi_MOTHERS_MAIDEN_NAME Guardian Information - Mother's Maiden Name EF Guardian

GUi_CITIZENSHIP_COUNTRY Guardian Information - Country of Citizenship EF Guardian


GUi_RELATION_TO_PRI Guardian Information - Relationship to Primary EF Guardian

GUi_RELATION_TO_GRANT_TRUSTOR Guardian Information - Relationship to Grantor/Trustor EF Guardian

GUi_ID1_TYPE Guardian Information - ID1 Type EF Guardian

GUi_ID1_NUMBER Guardian Information - ID1 Number EF Guardian

GUi_ID1_AUTHORITY Guardian Information - ID1 Issuing Authority EF Guardian

GUi_ID1_ISSUE_DATE Guardian Information - ID1 Issue Date EF Guardian

GUi_ID1_EXPIRE_DATE Guardian Information - ID1 Expiration Date EF Guardian

GUi_ID1_DESCRIPTION Guardian Information - ID1 Description EF Guardian

GUi_ID2_TYPE Guardian Information - ID2 Type EF Guardian

GUi_ID2_NUMBER Guardian Information - ID2 Number EF Guardian

GUi_ID2_AUTHORITY Guardian Information - ID2 Issuing Authority EF Guardian

GUi_ID2_ISSUE_DATE Guardian Information - ID2 Issue Date EF Guardian

GUi_ID2_EXPIRE_DATE Guardian Information - ID2 Expiration Date EF Guardian

GUi_ID2_DESCRIPTION Guardian Information - ID2 Description EF Guardian

GUi_VALID_SSN_FLAG_Y Guardian Information - Valid SSN CB Guardian

GUi_FOREIGN_STATUE_W8_FLAG_Y Guardian Information - W8 Flag CB Guardian

GUi_TAX_COUNTRY_CODE Guardian Information - Tax Country Code EF Guardian

GUi_W8_ISSUE_DATE Guardian Information - W8 Issue Date EF Guardian


GUi_SETUP_W9_FLAG_Y Guardian Information - W9 Notice CB Guardian

GUi_CHEXSYS_ID_MATCH Guardian Information - ChexSystems ID Match EF Guardian

GUi_CHEXSYS_IDV_ACTION Guardian Information - ChexSystems IDV Action EF Guardian

GUi_CHEXSYS_IDV_ACTION_COMP Guardian Information - ChexSystems IDV Action Complete EF Guardian

GUi_CHEXSYS_IDV_ACTION_FLAG Guardian Information - ChexSystems IDV Action Flag EF Guardian

GUi_CHEXSYS_IDV_ACTION_TEST Guardian Information - ChexSystems IDV Action Text EF Guardian

GUi_CHEXSYS_IDV_OVERRIDE Guardian Information - ChexSystems IDV Override EF Guardian

GUi_CHEXSYS_IDV_OVERRIDE_COMP Guardian Information - ChexSystems IDV Override Complte EF Guardian

GUi_CHEXSYS_IDV_OVERRIDE_FLAG Guardian Information - ChexSystems IDV Override Flag EF Guardian

GUi_CHEXSYS_IDV_OVERRIDE_TEXT Guardian Information - ChexSystems IDV Override Text EF Guardian

GUi_CHEXSYS_OFAC_MATCH Guardian Information - ChexSystems OFAC Match EF Guardian

GUi_CHEXSYS_OFAC_OVERRIDE Guardian Information - ChexSystems OFAC Override EF Guardian

GUi_CHEXSYS_OFAC_OVERRIDE_COMP Guardian Information - ChexSystems OFAC Override Complete EF Guardian

GUi_CHEXSYS_OFAC_OVERRIDE_FLAG Guardian Information - ChexSystems OFAC Override Flag EF Guardian

GUi_CHEXSYS_OFAC_OVERRIDE_TEXT Guardian Information - ChexSystems OFAC Override Text EF Guardian

GUi_PRI_ADDR_MONTHS Guardian Information - Months at Address EF Guardian

GUi_PRI_ADDR_YEARS Guardian Information - Years at Address EF Guardian

GUi_AGE Guardian Information - Age EF Guardian


GUi_ALIEN_ID_COUNTRY Guardian Information - Alien ID Country EF Guardian

GUi_ALIEN_ID_NBR Guardian Information - Alien ID Number EF Guardian

GUi_ALT_ADDR_ADDRESS1 Guardian Information - Alternate Address 1 EF Guardian

GUi_ALT_ADDR_ADDRESS2 Guardian Information - Alternate Address 2 EF Guardian

GUi_ALT_ADDR_CITY Guardian Information - Alternate Address City EF Guardian

GUi_ALT_ADDR_COUNTRY Guardian Information - Alternate Country Code EF Guardian

GUi_ALT_ADDR_STATE Guardian Information - Alternate Address State Code EF Guardian

GUi_ALT_ADDR_ZIP Guardian Information - Alternate Address Zip EF Guardian

GUi_ALT_ADDR_END_DATE Guardian Information - Alternate Address End Date EF Guardian

GUi_ALT_ADDR_START_DATE Guardian Information - Alternate Address Start Date EF Guardian

GUi_FAMILY_NAME Guardian Information - Family Name EF Guardian

GUi_STATE_ID_EXPIRE_DATE Guardian Information - ID State Expiration Date EF Guardian

GUi_STATE_ID_ISSUE_DATE Guardian Information - ID State Issue Date EF Guardian

GUi_STATE_ID_NUMBER Guardian Information - ID State Number EF Guardian

GUi_IRS_CITIZENSHIP_STATUS Guardian Information - CitIzenship Status EF Guardian

GUi_ELIGIBILITY_FLAG_Y Guardian Information - Member Eligibility CB Guardian

GUi_US_CITIZEN_FLAG_Y Guardian Information - US Citizen CB Guardian

GUi_EMP_NAME Guardian Information - Employer Name EF Guardian


GUi_OCCUPATION Guardian Information - Occupation EF Guardian

GUi_SALARY_RANGE Guardian Information - Salary Range EF Guardian

GUi_PRI_EMP_INDUSTRY Guardian Information - Employer Industry EF Guardian

GUi_TITLE_TEXT Guardian Information - Title text EF Guardian

GUi_SECURITY_ANSWER Guardian Information - Security Answer EF Guardian

GUi_SECURITY_HINT Guardian Information - Security Hint EF Guardian

GUi_SECURITY_QUESTION Guardian Information - Security Question EF Guardian

Representative Payee Information - The Document can be mapped for maximum 6 Representative Payee's information.

RPi_RELATIONSHIP_DESC Representative Payee Information - Relationship Description EF Representative Payee

RPi_LIVE_WORK_STUDY_IN_DESC Representative Payee Information - Live/Work/Study EF Representative Payee

RPi_RELATION_CODE Representative Payee Information - Family Household Relation (Code) EF Representative Payee

RPi_FAMILY_MEMBER_DESC Representative Payee Information - Family Member Description EF Representative Payee

RPi_FAMILY_MEMBER_ACCT Representative Payee Information - Family Member Account EF Representative Payee

RPi_PREFIX_NAME Representative Payee Information - Title Prefix EF Representative Payee

RPi_FIRST_NAME Representative Payee Information - First Name EF Representative Payee

RPi_MIDDLE_NAME Representative Payee Information - Middle Name EF Representative Payee

RPi_LAST_NAME Representative Payee Information - Last Name EF Representative Payee

RPi_FULLNAME Representative Payee Information - Full Name EF Representative Payee


RPi_SUFFIX_NAME Representative Payee Information - Suffix EF Representative Payee

RPi_TITLE Representative Payee Information - Position/Title EF Representative Payee

RPi_ADDR_SAME_AS_PRI_FLAG_Y Representative Payee Information - Address Same as Primary Checkbox CB Representative Payee

RPi_PRI_ADDR_ADDRESS1 Representative Payee Information - Address Line 1 EF Representative Payee

RPi_PRI_ADDR_ADDRESS2 Representative Payee Information - Address Line 2 EF Representative Payee

RPi_PRI_ADDR_CITY Representative Payee Information - City EF Representative Payee

RPi_PRI_ADDR_STATE Representative Payee Information - State EF Representative Payee

RPi_PRI_ADDR_ZIP Representative Payee Information - Zip EF Representative Payee

RPi_PRI_ADDR_COUNTRY Representative Payee Information - Country EF Representative Payee

RPi_PRI_PH_FULLPHONE_H Representative Payee Information - Home Phone EF Representative Payee

RPi_PRI_PH_FULLPHONE_C Representative Payee Information - Cell Phone EF Representative Payee

RPi_PRI_PH_FULLPHONE_B Representative Payee Information - Work Phone EF Representative Payee

RPi_EMAIL_ADDRESS Representative Payee Information - Email address EF Representative Payee

RPi_TIN Representative Payee Information - TaxID EF Representative Payee

RPi_TIN_TYPE Representative Payee Information - SSN/TIN EF Representative Payee

RPi_BIRTH_DATE Representative Payee Information - Date of Birth EF Representative Payee

RPi_GENDER_DESC Representative Payee Information - Gender EF Representative Payee

RPi_MOTHERS_MAIDEN_NAME Representative Payee Information - Mother's Maiden Name EF Representative Payee


RPi_CITIZENSHIP_COUNTRY Representative Payee Information - Country of Citizenship EF Representative Payee

RPi_RELATION_TO_PRI Representative Payee Information - Relationship to Primary EF Representative Payee

RPi_RELATION_TO_GRANT_TRUSTOR Representative Payee Information - Relationship to Grantor/Trustor EF Representative Payee

RPi_ID1_TYPE Representative Payee Information - ID1 Type EF Representative Payee

RPi_ID1_NUMBER Representative Payee Information - ID1 Number EF Representative Payee

RPi_ID1_AUTHORITY Representative Payee Information - ID1 Issuing Authority EF Representative Payee

RPi_ID1_ISSUE_DATE Representative Payee Information - ID1 Issue Date EF Representative Payee

RPi_ID1_EXPIRE_DATE Representative Payee Information - ID1 Expiration Date EF Representative Payee

RPi_ID1_DESCRIPTION Representative Payee Information - ID1 Description EF Representative Payee

RPi_ID2_TYPE Representative Payee Information - ID2 Type EF Representative Payee

RPi_ID2_NUMBER Representative Payee Information - ID2 Number EF Representative Payee

RPi_ID2_AUTHORITY Representative Payee Information - ID2 Issuing Authority EF Representative Payee

RPi_ID2_ISSUE_DATE Representative Payee Information - ID2 Issue Date EF Representative Payee

RPi_ID2_EXPIRE_DATE Representative Payee Information - ID2 Expiration Date EF Representative Payee

RPi_ID2_DESCRIPTION Representative Payee Information - ID2 Description EF Representative Payee

RPi_VALID_SSN_FLAG_Y Representative Payee Information - Valid SSN CB Representative Payee

RPi_FOREIGN_STATUE_W8_FLAG_Y Representative Payee Information - W8 Flag CB Representative Payee

RPi_TAX_COUNTRY_CODE Representative Payee Information - Tax Country Code EF Representative Payee


RPi_W8_ISSUE_DATE Representative Payee Information - W8 Issue Date EF Representative Payee

RPi_SETUP_W9_FLAG_Y Representative Payee Information - W9 Notice CB Representative Payee

RPi_CHEXSYS_ID_MATCH Representative Payee Information - ChexSystems ID Match EF Representative Payee

RPi_CHEXSYS_IDV_ACTION Representative Payee Information - ChexSystems IDV Action EF Representative Payee

RPi_CHEXSYS_IDV_ACTION_COMP Representative Payee Information - ChexSystems IDV Action Complete EF Representative Payee

RPi_CHEXSYS_IDV_ACTION_FLAG Representative Payee Information - ChexSystems IDV Action Flag EF Representative Payee

RPi_CHEXSYS_IDV_ACTION_TEST Representative Payee Information - ChexSystems IDV Action Text EF Representative Payee

RPi_CHEXSYS_IDV_OVERRIDE Representative Payee Information - ChexSystems IDV Override EF Representative Payee

RPi_CHEXSYS_IDV_OVERRIDE_COMP Representative Payee Information - ChexSystems IDV Override Complte EF Representative Payee

RPi_CHEXSYS_IDV_OVERRIDE_FLAG Representative Payee Information - ChexSystems IDV Override Flag EF Representative Payee

RPi_CHEXSYS_IDV_OVERRIDE_TEXT Representative Payee Information - ChexSystems IDV Override Text EF Representative Payee

RPi_CHEXSYS_OFAC_MATCH Representative Payee Information - ChexSystems OFAC Match EF Representative Payee

RPi_CHEXSYS_OFAC_OVERRIDE Representative Payee Information - ChexSystems OFAC Override EF Representative Payee

RPi_CHEXSYS_OFAC_OVERRIDE_COMP Representative Payee Information - ChexSystems OFAC Override Complete EF Representative Payee

RPi_CHEXSYS_OFAC_OVERRIDE_FLAG Representative Payee Information - ChexSystems OFAC Override Flag EF Representative Payee

RPi_CHEXSYS_OFAC_OVERRIDE_TEXT Representative Payee Information - ChexSystems OFAC Override Text EF Representative Payee

RPi_PRI_ADDR_MONTHS Representative Payee Information - Months at Address EF Representative Payee

RPi_PRI_ADDR_YEARS Representative Payee Information - Years at Address EF Representative Payee


RPi_AGE Representative Payee Information - Age EF Representative Payee

RPi_ALIEN_ID_COUNTRY Representative Payee Information - Alien ID Country EF Representative Payee

RPi_ALIEN_ID_NBR Representative Payee Information - Alien ID Number EF Representative Payee

RPi_ALT_ADDR_ADDRESS1 Representative Payee Information - Alternate Address 1 EF Representative Payee

RPi_ALT_ADDR_ADDRESS2 Representative Payee Information - Alternate Address 2 EF Representative Payee

RPi_ALT_ADDR_CITY Representative Payee Information - Alternate Address City EF Representative Payee

RPi_ALT_ADDR_COUNTRY Representative Payee Information - Alternate Country Code EF Representative Payee

RPi_ALT_ADDR_STATE Representative Payee Information - Alternate Address State Code EF Representative Payee

RPi_ALT_ADDR_ZIP Representative Payee Information - Alternate Address Zip EF Representative Payee

RPi_ALT_ADDR_END_DATE Representative Payee Information - Alternate Address End Date EF Representative Payee

RPi_ALT_ADDR_START_DATE Representative Payee Information - Alternate Address Start Date EF Representative Payee

RPi_FAMILY_NAME Representative Payee Information - Family Name EF Representative Payee

RPi_STATE_ID_EXPIRE_DATE Representative Payee Information - ID State Expiration Date EF Representative Payee

RPi_STATE_ID_ISSUE_DATE Representative Payee Information - ID State Issue Date EF Representative Payee

RPi_STATE_ID_NUMBER Representative Payee Information - ID State Number EF Representative Payee

RPi_IRS_CITIZENSHIP_STATUS Representative Payee Information - CitIzenship Status EF Representative Payee

RPi_ELIGIBILITY_FLAG_Y Representative Payee Information - Member Eligibility CB Representative Payee

RPi_US_CITIZEN_FLAG_Y Representative Payee Information - US Citizen CB Representative Payee


RPi_EMP_NAME Representative Payee Information - Employer Name EF Representative Payee

RPi_OCCUPATION Representative Payee Information - Occupation EF Representative Payee

RPi_SALARY_RANGE Representative Payee Information - Salary Range EF Representative Payee

RPi_PRI_EMP_INDUSTRY Representative Payee Information - Employer Industry EF Representative Payee

RPi_TITLE_TEXT Representative Payee Information - Title text EF Representative Payee

RPi_SECURITY_ANSWER Representative Payee Information - Representative Security Answer EF Representative Payee

RPi_SECURITY_HINT Representative Payee Information - Representative Security Hint EF Representative Payee

RPi_SECURITY_QUESTION Representative Payee Information - Representative Security Question EF Representative Payee

RPi_IRS_CITIZENSHIP_STATUS Representative Payee Information -IRS Citizenship Status EF Representative Payee

Personal Representative Information - The Document can be mapped for maximum 6 Personal Representative's information.

PRi_RELATIONSHIP_DESC Personal Representative Information - Relationship Description EF Personal Representative

PRi_LIVE_WORK_STUDY_IN_DESC Personal Representative Information - Live/Work/Study EF Personal Representative

PRi_RELATION_CODE Personal Representative Information - Family Household Relation (Code) EF Personal Representative

PRi_FAMILY_MEMBER_DESC Personal Representative Information - Family Member Description EF Personal Representative

PRi_FAMILY_MEMBER_ACCT Personal Representative Information - Family Member Account EF Personal Representative

PRi_PREFIX_NAME Personal Representative Information - Title Prefix EF Personal Representative

PRi_FIRST_NAME Personal Representative Information - First Name EF Personal Representative

PRi_MIDDLE_NAME Personal Representative Information - Middle Name EF Personal Representative


PRi_LAST_NAME Personal Representative Information - Last Name EF Personal Representative

PRi_FULLNAME Personal Representative Information - Full Name EF Personal Representative

PRi_SUFFIX_NAME Personal Representative Information - Suffix EF Personal Representative

PRi_TITLE Personal Representative Information - Position/Title EF Personal Representative

PRi_ADDR_SAME_AS_PRI_FLAG_Y Personal Representative Information - Address Same as Primary Checkbox CB Personal Representative

PRi_PRI_ADDR_ADDRESS1 Personal Representative Information - Address Line 1 EF Personal Representative

PRi_PRI_ADDR_ADDRESS2 Personal Representative Information - Address Line 2 EF Personal Representative

PRi_PRI_ADDR_CITY Personal Representative Information - City EF Personal Representative

PRi_PRI_ADDR_STATE Personal Representative Information - State EF Personal Representative

PRi_PRI_ADDR_ZIP Personal Representative Information - Zip EF Personal Representative

PRi_PRI_ADDR_COUNTRY Personal Representative Information - Country EF Personal Representative

PRi_PRI_PH_FULLPHONE_H Personal Representative Information - Home Phone EF Personal Representative

PRi_PRI_PH_FULLPHONE_C Personal Representative Information - Cell Phone EF Personal Representative

PRi_PRI_PH_FULLPHONE_B Personal Representative Information - Work Phone EF Personal Representative

PRi_EMAIL_ADDRESS Personal Representative Information - Email address EF Personal Representative

PRi_TIN Personal Representative Information - TaxID EF Personal Representative

PRi_TIN_TYPE Personal Representative Information - SSN/TIN EF Personal Representative

PRi_BIRTH_DATE Personal Representative Information - Date of Birth EF Personal Representative


PRi_GENDER_DESC Personal Representative Information - Gender EF Personal Representative

PRi_MOTHERS_MAIDEN_NAME Personal Representative Information - Mother's Maiden Name EF Personal Representative

PRi_CITIZENSHIP_COUNTRY Personal Representative Information - Country of Citizenship EF Personal Representative

PRi_RELATION_TO_PRI Personal Representative Information - Relationship to Primary EF Personal Representative

PRi_RELATION_TO_GRANT_TRUSTOR Personal Representative Information - Relationship to Grantor/Trustor EF Personal Representative

PRi_ID1_TYPE Personal Representative Information - ID1 Type EF Personal Representative

PRi_ID1_NUMBER Personal Representative Information - ID1 Number EF Personal Representative

PRi_ID1_AUTHORITY Personal Representative Information - ID1 Issuing Authority EF Personal Representative

PRi_ID1_ISSUE_DATE Personal Representative Information - ID1 Issue Date EF Personal Representative

PRi_ID1_EXPIRE_DATE Personal Representative Information - ID1 Expiration Date EF Personal Representative

PRi_ID1_DESCRIPTION Personal Representative Information - ID1 Description EF Personal Representative

PRi_ID2_TYPE Personal Representative Information - ID2 Type EF Personal Representative

PRi_ID2_NUMBER Personal Representative Information - ID2 Number EF Personal Representative

PRi_ID2_AUTHORITY Personal Representative Information - ID2 Issuing Authority EF Personal Representative

PRi_ID2_ISSUE_DATE Personal Representative Information - ID2 Issue Date EF Personal Representative

PRi_ID2_EXPIRE_DATE Personal Representative Information - ID2 Expiration Date EF Personal Representative

PRi_ID2_DESCRIPTION Personal Representative Information - ID2 Description EF Personal Representative

PRi_VALID_SSN_FLAG_Y Personal Representative Information - Valid SSN CB Personal Representative


PRi_FOREIGN_STATUE_W8_FLAG_Y Personal Representative Information - W8 Flag CB Personal Representative

PRi_TAX_COUNTRY_CODE Personal Representative Information - Tax Country Code EF Personal Representative

PRi_W8_ISSUE_DATE Personal Representative Information - W8 Issue Date EF Personal Representative

PRi_SETUP_W9_FLAG_Y Personal Representative Information - W9 Notice CB Personal Representative

PRi_CHEXSYS_ID_MATCH Personal Representative Information - ChexSystems ID Match EF Personal Representative

PRi_CHEXSYS_IDV_ACTION Personal Representative Information - ChexSystems IDV Action EF Personal Representative

PRi_CHEXSYS_IDV_ACTION_COMP Personal Representative Information - ChexSystems IDV Action Complete EF Personal Representative

PRi_CHEXSYS_IDV_ACTION_FLAG Personal Representative Information - ChexSystems IDV Action Flag EF Personal Representative

PRi_CHEXSYS_IDV_ACTION_TEST Personal Representative Information - ChexSystems IDV Action Text EF Personal Representative

PRi_CHEXSYS_IDV_OVERRIDE Personal Representative Information - ChexSystems IDV Override EF Personal Representative

PRi_CHEXSYS_IDV_OVERRIDE_COMP Personal Representative Information - ChexSystems IDV Override Complte EF Personal Representative

PRi_CHEXSYS_IDV_OVERRIDE_FLAG Personal Representative Information - ChexSystems IDV Override Flag EF Personal Representative

PRi_CHEXSYS_IDV_OVERRIDE_TEXT Personal Representative Information - ChexSystems IDV Override Text EF Personal Representative

PRi_CHEXSYS_OFAC_MATCH Personal Representative Information - ChexSystems OFAC Match EF Personal Representative

PRi_CHEXSYS_OFAC_OVERRIDE Personal Representative Information - ChexSystems OFAC Override EF Personal Representative

PRi_CHEXSYS_OFAC_OVERRIDE_COMP Personal Representative Information - ChexSystems OFAC Override Complete EF Personal Representative

PRi_CHEXSYS_OFAC_OVERRIDE_FLAG Personal Representative Information - ChexSystems OFAC Override Flag EF Personal Representative

PRi_CHEXSYS_OFAC_OVERRIDE_TEXT Personal Representative Information - ChexSystems OFAC Override Text EF Personal Representative


PRi_PRI_ADDR_MONTHS Personal Representative Information - Months at Address EF Personal Representative

PRi_PRI_ADDR_YEARS Personal Representative Information - Years at Address EF Personal Representative

PRi_AGE Personal Representative Information - Age EF Personal Representative

PRi_ALIEN_ID_COUNTRY Personal Representative Information - Alien ID Country EF Personal Representative

PRi_ALIEN_ID_NBR Personal Representative Information - Alien ID Number EF Personal Representative

PRi_ALT_ADDR_ADDRESS1 Personal Representative Information - Alternate Address 1 EF Personal Representative

PRi_ALT_ADDR_ADDRESS2 Personal Representative Information - Alternate Address 2 EF Personal Representative

PRi_ALT_ADDR_CITY Personal Representative Information - Alternate Address City EF Personal Representative

PRi_ALT_ADDR_COUNTRY Personal Representative Information - Alternate Country Code EF Personal Representative

PRi_ALT_ADDR_STATE Personal Representative Information - Alternate Address State Code EF Personal Representative

PRi_ALT_ADDR_ZIP Personal Representative Information - Alternate Address Zip EF Personal Representative

PRi_ALT_ADDR_END_DATE Personal Representative Information - Alternate Address End Date EF Personal Representative

PRi_ALT_ADDR_START_DATE Personal Representative Information - Alternate Address Start Date EF Personal Representative

PRi_FAMILY_NAME Personal Representative Information - Family Name EF Personal Representative

PRi_STATE_ID_EXPIRE_DATE Personal Representative Information - ID State Expiration Date EF Personal Representative

PRi_STATE_ID_ISSUE_DATE Personal Representative Information - ID State Issue Date EF Personal Representative

PRi_STATE_ID_NUMBER Personal Representative Information - ID State Number EF Personal Representative

PRi_IRS_CITIZENSHIP_STATUS Personal Representative Information - CitIzenship Status EF Personal Representative


PRi_ELIGIBILITY_FLAG_Y Personal Representative Information - Member Eligibility CB Personal Representative

PRi_US_CITIZEN_FLAG_Y Personal Representative Information - US Citizen CB Personal Representative

PRi_EMP_NAME Personal Representative Information - Employer Name EF Personal Representative

PRi_OCCUPATION Personal Representative Information - Occupation EF Personal Representative

PRi_SALARY_RANGE Personal Representative Information - Salary Range EF Personal Representative

PRi_PRI_EMP_INDUSTRY Personal Representative Information - Employer Industry EF Personal Representative

PRi_TITLE_TEXT Personal Representative Information - Title Text EF Personal Representative

PRi_SECURITY_ANSWER Personal Representative Information - Security Answer EF Personal Representative

PRi_SECURITY_HINT Personal Representative Information - Security Hint EF Personal Representative

PRi_SECURITY_QUESTION Personal Representative Information - Security Question EF Personal Representative

Administrator Information - The Document can be mapped for maximum 6 Administrator's information.

ADi_RELATIONSHIP_DESC Administrator Information - Relationship Description EF Administrator

ADi_LIVE_WORK_STUDY_IN_DESC Administrator Information - Live/Work/Study EF Administrator

ADi_RELATION_CODE Administrator Information - Family Household Relation (Code) EF Administrator

ADi_FAMILY_MEMBER_DESC Administrator Information - Family Member Description EF Administrator

ADi_FAMILY_MEMBER_ACCT Administrator Information - Family Member Account EF Administrator

ADi_PREFIX_NAME Administrator Information - Title Prefix EF Administrator

ADi_FIRST_NAME Administrator Information - First Name EF Administrator


ADi_MIDDLE_NAME Administrator Information - Middle Name EF Administrator

ADi_LAST_NAME Administrator Information - Last Name EF Administrator

ADi_FULLNAME Administrator Information - Full Name EF Administrator

ADi_SUFFIX_NAME Administrator Information - Suffix EF Administrator

ADi_TITLE Administrator Information - Position/Title EF Administrator

ADi_ADDR_SAME_AS_PRI_FLAG_Y Administrator Information - Address Same as Primary Checkbox CB Administrator

ADi_PRI_ADDR_ADDRESS1 Administrator Information - Address Line 1 EF Administrator

ADi_PRI_ADDR_ADDRESS2 Administrator Information - Address Line 2 EF Administrator

ADi_PRI_ADDR_CITY Administrator Information - City EF Administrator

ADi_PRI_ADDR_STATE Administrator Information - State EF Administrator

ADi_PRI_ADDR_ZIP Administrator Information - Zip EF Administrator

ADi_PRI_ADDR_COUNTRY Administrator Information - Country EF Administrator

ADi_PRI_PH_FULLPHONE_H Administrator Information - Home Phone EF Administrator

ADi_PRI_PH_FULLPHONE_C Administrator Information - Cell Phone EF Administrator

ADi_PRI_PH_FULLPHONE_B Administrator Information - Work Phone EF Administrator

ADi_EMAIL_ADDRESS Administrator Information - Email address EF Administrator

ADi_TIN Administrator Information - TaxID EF Administrator

ADi_TIN_TYPE Administrator Information - SSN/TIN EF Administrator


ADi_BIRTH_DATE Administrator Information - Date of Birth EF Administrator

ADi_GENDER_DESC Administrator Information - Gender EF Administrator

ADi_MOTHERS_MAIDEN_NAME Administrator Information - Mother's Maiden Name EF Administrator

ADi_CITIZENSHIP_COUNTRY Administrator Information - Country of Citizenship EF Administrator

ADi_RELATION_TO_PRI Administrator Information - Relationship to Primary EF Administrator

ADi_RELATION_TO_GRANT_TRUSTOR Administrator Information - Relationship to Grantor/Trustor EF Administrator

ADi_ID1_TYPE Administrator Information - ID1 Type EF Administrator

ADi_ID1_NUMBER Administrator Information - ID1 Number EF Administrator

ADi_ID1_AUTHORITY Administrator Information - ID1 Issuing Authority EF Administrator

ADi_ID1_ISSUE_DATE Administrator Information - ID1 Issue Date EF Administrator

ADi_ID1_EXPIRE_DATE Administrator Information - ID1 Expiration Date EF Administrator

ADi_ID1_DESCRIPTION Administrator Information - ID1 Description EF Administrator

ADi_ID2_TYPE Administrator Information - ID2 Type EF Administrator

ADi_ID2_NUMBER Administrator Information - ID2 Number EF Administrator

ADi_ID2_AUTHORITY Administrator Information - ID2 Issuing Authority EF Administrator

ADi_ID2_ISSUE_DATE Administrator Information - ID2 Issue Date EF Administrator

ADi_ID2_EXPIRE_DATE Administrator Information - ID2 Expiration Date EF Administrator

ADi_ID2_DESCRIPTION Administrator Information - ID2 Description EF Administrator


ADi_VALID_SSN_FLAG_Y Administrator Information - Valid SSN CB Administrator

ADi_FOREIGN_STATUE_W8_FLAG_Y Administrator Information - W8 Flag CB Administrator

ADi_TAX_COUNTRY_CODE Administrator Information - Tax Country Code EF Administrator

ADi_W8_ISSUE_DATE Administrator Information - W8 Issue Date EF Administrator

ADi_SETUP_W9_FLAG_Y Administrator Information - W9 Notice CB Administrator

ADi_CHEXSYS_ID_MATCH Administrator Information - ChexSystems ID Match EF Administrator

ADi_CHEXSYS_IDV_ACTION Administrator Information - ChexSystems IDV Action EF Administrator

ADi_CHEXSYS_IDV_ACTION_COMP Administrator Information - ChexSystems IDV Action Complete EF Administrator

ADi_CHEXSYS_IDV_ACTION_FLAG Administrator Information - ChexSystems IDV Action Flag EF Administrator

ADi_CHEXSYS_IDV_ACTION_TEST Administrator Information - ChexSystems IDV Action Text EF Administrator

ADi_CHEXSYS_IDV_OVERRIDE Administrator Information - ChexSystems IDV Override EF Administrator

ADi_CHEXSYS_IDV_OVERRIDE_COMP Administrator Information - ChexSystems IDV Override Complte EF Administrator

ADi_CHEXSYS_IDV_OVERRIDE_FLAG Administrator Information - ChexSystems IDV Override Flag EF Administrator

ADi_CHEXSYS_IDV_OVERRIDE_TEXT Administrator Information - ChexSystems IDV Override Text EF Administrator

ADi_CHEXSYS_OFAC_MATCH Administrator Information - ChexSystems OFAC Match EF Administrator

ADi_CHEXSYS_OFAC_OVERRIDE Administrator Information - ChexSystems OFAC Override EF Administrator

ADi_CHEXSYS_OFAC_OVERRIDE_COMP Administrator Information - ChexSystems OFAC Override Complete EF Administrator

ADi_CHEXSYS_OFAC_OVERRIDE_FLAG Administrator Information - ChexSystems OFAC Override Flag EF Administrator


ADi_CHEXSYS_OFAC_OVERRIDE_TEXT Administrator Information - ChexSystems OFAC Override Text EF Administrator

ADi_PRI_ADDR_MONTHS Administrator Information - Months at Address EF Administrator

ADi_PRI_ADDR_YEARS Administrator Information - Years at Address EF Administrator

ADi_AGE Administrator Information - Age EF Administrator

ADi_ALIEN_ID_COUNTRY Administrator Information - Alien ID Country EF Administrator

ADi_ALIEN_ID_NBR Administrator Information - Alien ID Number EF Administrator

ADi_ALT_ADDR_ADDRESS1 Administrator Information - Alternate Address 1 EF Administrator

ADi_ALT_ADDR_ADDRESS2 Administrator Information - Alternate Address 2 EF Administrator

ADi_ALT_ADDR_CITY Administrator Information - Alternate Address City EF Administrator

ADi_ALT_ADDR_COUNTRY Administrator Information - Alternate Country Code EF Administrator

ADi_ALT_ADDR_STATE Administrator Information - Alternate Address State Code EF Administrator

ADi_ALT_ADDR_ZIP Administrator Information - Alternate Address Zip EF Administrator

ADi_ALT_ADDR_END_DATE Administrator Information - Alternate Address End Date EF Administrator

ADi_ALT_ADDR_START_DATE Administrator Information - Alternate Address Start Date EF Administrator

ADi_FAMILY_NAME Administrator Information - Family Name EF Administrator

ADi_STATE_ID_EXPIRE_DATE Administrator Information - ID State Expiration Date EF Administrator

ADi_STATE_ID_ISSUE_DATE Administrator Information - ID State Issue Date EF Administrator

ADi_STATE_ID_NUMBER Administrator Information - ID State Number EF Administrator


ADi_IRS_CITIZENSHIP_STATUS Administrator Information - CitIzenship Status EF Administrator

ADi_ELIGIBILITY_FLAG_Y Administrator Information - Member Eligibility CB Administrator

ADi_US_CITIZEN_FLAG_Y Administrator Information - US Citizen CB Administrator

ADi_EMP_NAME Administrator Information - Employer Name EF Administrator

ADi_OCCUPATION Administrator Information - Occupation EF Administrator

ADi_SALARY_RANGE Administrator Information - Salary Range EF Administrator

ADi_PRI_EMP_INDUSTRY Administrator Information - Employer Industry EF Administrator

ADi_TITLE_TEXT Administrator Information - Title text EF Administrator

ADi_SECURITY_ANSWER Administrator Information - Security Answer EF Administrator

ADi_SECURITY_HINT Administrator Information - Security Hint EF Administrator

ADi_SECURITY_QUESTION Administrator Information - Security Question EF Administrator

Agent Information - The Document can be mapped for maximum 6 Agent's information.

AGi_RELATIONSHIP_DESC Agent Information - Relationship Description EF Agent

AGi_LIVE_WORK_STUDY_IN_DESC Agent Information - Live/Work/Study EF Agent

AGi_RELATION_CODE Agent Information - Family Household Relation (Code) EF Agent

AGi_FAMILY_MEMBER_DESC Agent Information - Family Member Description EF Agent

AGi_FAMILY_MEMBER_ACCT Agent Information - Family Member Account EF Agent

AGi_PREFIX_NAME Agent Information - Title Prefix EF Agent


AGi_FIRST_NAME Agent Information - First Name EF Agent

AGi_MIDDLE_NAME Agent Information - Middle Name EF Agent

AGi_LAST_NAME Agent Information - Last Name EF Agent

AGi_FULLNAME Agent Information - Full Name EF Agent

AGi_SUFFIX_NAME Agent Information - Suffix EF Agent

AGi_TITLE Agent Information - Position/Title EF Agent

AGi_ADDR_SAME_AS_PRI_FLAG_Y Agent Information - Address Same as Primary Checkbox CB Agent

AGi_PRI_ADDR_ADDRESS1 Agent Information - Address Line 1 EF Agent

AGi_PRI_ADDR_ADDRESS2 Agent Information - Address Line 2 EF Agent

AGi_PRI_ADDR_CITY Agent Information - City EF Agent

AGi_PRI_ADDR_STATE Agent Information - State EF Agent

AGi_PRI_ADDR_ZIP Agent Information - Zip EF Agent

AGi_PRI_ADDR_COUNTRY Agent Information - Country EF Agent

AGi_PRI_PH_FULLPHONE_H Agent Information - Home Phone EF Agent

AGi_PRI_PH_FULLPHONE_C Agent Information - Cell Phone EF Agent

AGi_PRI_PH_FULLPHONE_B Agent Information - Work Phone EF Agent

AGi_EMAIL_ADDRESS Agent Information - Email address EF Agent

AGi_TIN Agent Information - TaxID EF Agent


AGi_TIN_TYPE Agent Information - SSN/TIN EF Agent

AGi_BIRTH_DATE Agent Information - Date of Birth EF Agent

AGi_GENDER_DESC Agent Information - Gender EF Agent

AGi_MOTHERS_MAIDEN_NAME Agent Information - Mother's Maiden Name EF Agent

AGi_CITIZENSHIP_COUNTRY Agent Information - Country of Citizenship EF Agent

AGi_RELATION_TO_PRI Agent Information - Relationship to Primary EF Agent

AGi_RELATION_TO_GRANT_TRUSTOR Agent Information - Relationship to Grantor/Trustor EF Agent

AGi_ID1_TYPE Agent Information - ID1 Type EF Agent

AGi_ID1_NUMBER Agent Information - ID1 Number EF Agent

AGi_ID1_AUTHORITY Agent Information - ID Issuing Authority EF Agent

AGi_ID1_ISSUE_DATE Agent Information - ID Issue Date EF Agent

AGi_ID1_EXPIRE_DATE Agent Information - ID Expiration Date EF Agent

AGi_ID1_DESCRIPTION Agent Information - ID Description EF Agent

AGi_VALID_SSN_FLAG_Y Agent Information - Valid SSN CB Agent

AGi_FOREIGN_STATUE_W8_FLAG_Y Agent Information - W8 Flag CB Agent

AGi_TAX_COUNTRY_CODE Agent Information - Tax Country Code EF Agent

AGi_W8_ISSUE_DATE Agent Information - W8 Issue Date EF Agent

AGi_SETUP_W9_FLAG_Y Agent Information - W9 Notice CB Agent


AGi_CHEXSYS_ID_MATCH Agent Information - ChexSystems ID Match EF Agent

AGi_CHEXSYS_IDV_ACTION Agent Information - ChexSystems IDV Action EF Agent

AGi_CHEXSYS_IDV_ACTION_COMP Agent Information - ChexSystems IDV Action Complete EF Agent

AGi_CHEXSYS_IDV_ACTION_FLAG Agent Information - ChexSystems IDV Action Flag EF Agent

AGi_CHEXSYS_IDV_ACTION_TEST Agent Information - ChexSystems IDV Action Text EF Agent

AGi_CHEXSYS_IDV_OVERRIDE Agent Information - ChexSystems IDV Override EF Agent

AGi_CHEXSYS_IDV_OVERRIDE_COMP Agent Information - ChexSystems IDV Override Complte EF Agent

AGi_CHEXSYS_IDV_OVERRIDE_FLAG Agent Information - ChexSystems IDV Override Flag EF Agent

AGi_CHEXSYS_IDV_OVERRIDE_TEXT Agent Information - ChexSystems IDV Override Text EF Agent

AGi_CHEXSYS_OFAC_MATCH Agent Information - ChexSystems OFAC Match EF Agent

AGi_CHEXSYS_OFAC_OVERRIDE Agent Information - ChexSystems OFAC Override EF Agent

AGi_CHEXSYS_OFAC_OVERRIDE_COMP Agent Information - ChexSystems OFAC Override Complete EF Agent

AGi_CHEXSYS_OFAC_OVERRIDE_FLAG Agent Information - ChexSystems OFAC Override Flag EF Agent

AGi_CHEXSYS_OFAC_OVERRIDE_TEXT Agent Information - ChexSystems OFAC Override Text EF Agent

AGi_PRI_ADDR_MONTHS Agent Information - Months at Address EF Agent

AGi_PRI_ADDR_YEARS Agent Information - Years at Address EF Agent

AGi_AGE Agent Information - Age EF Agent

AGi_ALIEN_ID_COUNTRY Agent Information - Alien ID Country EF Agent


AGi_ALIEN_ID_NBR Agent Information - Alien ID Number EF Agent

AGi_ALT_ADDR_ADDRESS1 Agent Information - Alternate Address 1 EF Agent

AGi_ALT_ADDR_ADDRESS2 Agent Information - Alternate Address 2 EF Agent

AGi_ALT_ADDR_CITY Agent Information - Alternate Address City EF Agent

AGi_ALT_ADDR_COUNTRY Agent Information - Alternate Country Code EF Agent

AGi_ALT_ADDR_STATE Agent Information - Alternate Address State Code EF Agent

AGi_ALT_ADDR_ZIP Agent Information - Alternate Address Zip EF Agent

AGi_ALT_ADDR_END_DATE Agent Information - Alternate Address End Date EF Agent

AGi_ALT_ADDR_START_DATE Agent Information - Alternate Address Start Date EF Agent

AGi_FAMILY_NAME Agent Information - Family Name EF Agent

AGi_STATE_ID_EXPIRE_DATE Agent Information - ID State Expiration Date EF Agent

AGi_STATE_ID_ISSUE_DATE Agent Information - ID State Issue Date EF Agent

AGi_STATE_ID_NUMBER Agent Information - ID State Number EF Agent

AGi_IRS_CITIZENSHIP_STATUS Agent Information - CitIzenship Status EF Agent

AGi_ELIGIBILITY_FLAG_Y Agent Information - Member Eligibility CB Agent

AGi_US_CITIZEN_FLAG_Y Agent Information - US Citizen CB Agent

AGi_EMP_NAME Agent Information - Employer Name EF Agent

AGi_OCCUPATION Agent Information - Occupation EF Agent


AGi_SALARY_RANGE Agent Information - Salary Range EF Agent

AGi_PRI_EMP_INDUSTRY Agent Information - Employer Industry EF Agent

AGi_TITLE_TEXT Agent Information - Title Text EF Agent

AGi_SECURITY_ANSWER Agent Information - Security Answer EF Agent

AGi_SECURITY_HINT Agent Information - Security Hint EF Agent

AGi_SECURITY_QUESTION Agent Information - Security Question EF AgentCertificate Joint - The Document can be mapped for maximum 6 Certificate Joint's information.

CJi_RELATIONSHIP_DESC Certificate Joint - Relationship Description EF Certificate Joint

CJi_TITLE_TEXT Certificate Joint - Title Text EF Certificate Joint

CJi_SECURITY_ANSWER Certificate Joint - Certificate Joint Security Answer EF Certificate Joint

CJi_SECURITY_HINT Certificate Joint - Certificate Joint Security Hint EF Certificate Joint

CJi_SECURITY_QUESTION Certificate Joint - Certificate Joint Security Question EF Certificate Joint


Contacting IMM Support

Phone: 800.836.4750 Option 3 (8:30am - 10:30pm ET)Fax: 908.862.6446Email: [email protected]

mailto:[email protected]