|
||||
Description
For CIV - a code identifying the type of tax exempt account in which purchased shares/units are to be held.
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)
0 = Employee - current year (US)
1 = Employer - prior year (US)
2 = Employer - current year (US)
3 = Non-fund prototype IRA (US)
4 = Non-fund qualified plan (US)
5 = Defined contribution plan (US)
6 = Individual Retirement Account <1> (US)
7 = Individual Retirement Account <1> - Rollover (US)
8 = KEOGH (US)
9 = Profit Sharing Plan (US)
20 = 40K (US)
2 = 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
values above 000 are available for use by private agreement among counterparties
Used In
