Administrative APIs | REST

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Download Open API Specification

Add Flex Account Rollover Setting

https://api.wealthcare.com/system/Services/Plan/FlexAccountRolloverSetting/{tpaId}/{employerId}/{employeeId}

  • tpaId string Required

    A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • employeeId string Required

    Unique identifier for the employee.

  • sourcePlanId string
    Min Length: 0
    Max Length: 18
  • sourcePlanAccountTypeCode string
  • sourcePlanYearStartDate string <date-time>
  • sourcePlanYearEndDate string <date-time>
  • fundRolloverDate string <date-time>
  • fundRolloverType enum<string>
    Possible values: None Primary Secondary
  • rolloverCapAmount number <double>
  • rolloverRate number <double>
  • individualRolloverCapAmount number <double>
  • individualRolloverRate number <double>
  • targetAccountTypeCode string
  • targetPlanId string
    Min Length: 0
    Max Length: 18
  • targetPlanYearStartDate string <date-time>
  • targetPlanYearEndDate string <date-time>
  • flexAcctId string
  • minimumRolloverAmountofFund number <double>
  • accountRolloverOptions integer <int32>