DescriptionFor CIV - a code identifying the type of tax exempt account in which purchased shares/units are to be held. Valid values: 0 = None/Not Applicable (default) 1 = Maxi ISA (UK) 2 = TESSA (UK) 3 = Mini Cash ISA (UK) 4 = Mini Stocks And Shares ISA (UK) 5 = Mini Insurance ISA (UK) 6 = Current Year Payment (US) 7 = Prior Year Payment (US) 8 = Asset Transfer (US) 9 = Employee - prior year (US) 10 = Employee - current year (US) 11 = Employer - prior year (US) 12 = Employer - current year (US) 13 = Non-fund prototype IRA (US) 14 = Non-fund qualified plan (US) 15 = Defined contribution plan (US) 16 = Individual Retirement Account (US) 17 = Individual Retirement Account - Rollover (US) 18 = KEOGH (US) 19 = Profit Sharing Plan (US) 20 = 401(k) (US) 21 = Self-directed IRA (US) 22 = 403(b) (US) 23 = 457 (US) 24 = Roth IRA (Fund Prototype) (US) 25 = Roth IRA (Non-prototype) (US) 26 = Roth Conversion IRA (Fund Prototype) (US) 27 = Roth Conversion IRA (Non-prototype) (US) 28 = Education IRA (Fund Prototype) (US) 29 = Education IRA (Non-prototype) (US) 30 – 998 are reserved for future use by recognized taxation authorities 999 = Other or any value conforming to the data type Reserved1000Plus Values above 1000 are available for use by private agreement among counterparties Used In |
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