Update Flex Account Rollover Setting
https://api.wealthcare.com/system/Services/Plan/FlexAccountRolloverSetting/{tpaId}/{employerId}/{employeeId}
Updates the rollover settings for a specific employee's flex account, identified by TPA ID, Employer ID, and Employee ID. This operation is used to modify the rollover parameters, such as account types and cap amounts, to reflect the latest benefit management requirements.
Request
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tpaId string Required
A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.
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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.
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employeeId string Required
Unique identifier for the employee.
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sourcePlanId string
Min Length: 0 Max Length: 18 -
sourcePlanAccountTypeCode string
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sourcePlanYearStartDate string <date-time>
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sourcePlanYearEndDate string <date-time>
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fundRolloverDate string <date-time>
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fundRolloverType enum<string>Possible values:
NonePrimarySecondary -
rolloverCapAmount number <double>
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rolloverRate number <double>
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individualRolloverCapAmount number <double>
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individualRolloverRate number <double>
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targetAccountTypeCode string
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targetPlanId string
Min Length: 0 Max Length: 18 -
targetPlanYearStartDate string <date-time>
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targetPlanYearEndDate string <date-time>
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flexAcctId string
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minimumRolloverAmountofFund number <double>
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accountRolloverOptions integer <int32>