Administrative APIs | REST

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Get Benefit Plan Rollover Settings

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

Path parameters

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.

Response

array <object>
- 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>