IRA Entity Beneficiaries Fields
Refer to the following table when completing the fields on the IRA Entity Beneficiaries worksheet in your Mass Upload Excel workbook.
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm. |
| Beneficiary type | Y | Primary or Contingent |
| Relationship | Y | One of:
|
| Percentage of ownership | Y | Must total 100%. |
| Trust | ||
| Trust Title | Y | |
| Execution date | Y | MM/DD/YYYY |
| Executor Last name | Y | |
| Executor First name | Y | |
| Charity | ||
| Charity Title | Y | |
| Charity street address | Y | |
| State/Province | Y | ISO 3166-1 for 2-letter state codes (http://www.iso.org) Mandatory for U.S. residents only. |
| Country | Y | SO 3166-1 for 3-letter country codes (http://www.iso.org). |
| Zip | Y | |
| Estate | ||
| Estate Title | Y | |
| Execution date | Y | MM/DD/YYYY |
© 2016 Interactive Brokers