Administrative APIs | REST

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Download Open API Specification

Get Benefit Plan Rollover Setting

https://api.wealthcare.com/system/Services/Plan/BenefitPlanRolloverSetting/{tpaId}/{employerId}/Details

  • 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.

  • planId string Required
    Min Length: 0
    Max Length: 18
  • planYrStartDte string <date-time> Required
  • planYrEndDte string <date-time> Required
  • acctTypeCde string Required
  • fundRolloverTypeCde enum<string> Required
    Possible values: None Primary Secondary
  • TpaId string
  • EmprId string
  • PlanId string
  • PlanYrStartDte string
  • PlanYrEndDte string
  • AcctTypeCde string
  • TargetPlanKey integer <int32>
  • TargetAcctTypeCde string
  • TargetPlanId string
  • TargetPlanYrStartDte string
  • TargetPlanYrEndDte string
  • FundRolloverTypeCde enum<string>
    Possible values: None Primary Secondary
  • RolloverDte string
  • PlanRolloverSettingOptions enum<string>
    Possible values: None AutolinkDependents ManageBalanceMaxAtAccount ManageRolloverAmountAtAccount OverrideBalanceMax CreateAccountOnRollover ExcludeZeroBalanceSourceAccounts IncludeTargetAcctBalForRolloverMin IncludeTerminatedAccounts CopyDeductibleFlag CopySubgroups CopyAccountSegment GracePeriodCarryoverRolloverSetup OverrideTargetAnnualMin
  • RolloverEligibilityDateType enum<string>
    Possible values: NotSet FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanAccountEligDate
  • RolloverLastAutoDepositDateType enum<string>
    Possible values: None FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanStartDate SourcePlanAccountEligDate
  • RolloverAmt number <double>
  • RolloverRate number <double>
  • RolloverBalanceMax number <double>
  • IndividualRolloverAmt number <double>
  • IndividualRolloverRate number <double>
  • IndividualBalanceMax number <double>