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IRA Decedent Fields

Refer to the following table when completing the fields on the IRA Decedents worksheet in your Mass Upload Excel workbook.

Field Name	Required	Documentation
Customer ID	Y	A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm.
First name	Y
Last name	Y
Inheritor type	Y	One of: Spouse Individual Other Trust
Relationship	Y	One of: Brother Daughter Estate Father Husband Mother Sister Son Wife Other
Date of Birth
Date of Death
Country	Y
Document type	Y	One of: SSN (for US) Driver’s License Alien Identification Card Passport National Identity Card
Country of issuance	Y	ISO 3166-1 for 3-letter country codes (http://www.iso.org)
Number	Y
Residence Country	Y
Residence State	Y