Administrative APIs | REST

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Download Open API Specification

Add Benefit Plan Rollover Setting

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

  • 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
  • targetAcctTypeCde string Required
  • targetPlanId string Required
    Min Length: 0
    Max Length: 18
  • targetPlanYrStartDte string <date-time> Required
  • targetPlanYrEndDte string <date-time> Required
  • fundRolloverTypeCde enum<string>
    Possible values: None Primary Secondary
  • rolloverDte string <date-time>
  • planRolloverOptions integer <int32>
  • rolloverEligDteType enum<string>
    Possible values: NotSet FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanAccountEligDate
  • autoDepositStartDteType enum<string>
    Possible values: None FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanStartDate SourcePlanAccountEligDate
  • rolloverAmt number <double>
  • rolloverRate number <double>
  • individualRolloverAmt number <double>
  • individualRolloverRate number <double>
  • trackingNumber string
  • minimumRolloverAmountofFund number <double>
  • maxRolloverAmtofFunds enum<string>
    Possible values: AllFunds Cap Percentage CapAndPercentage
  • TrackingNumber string
  • ErrorCode integer <int32>
  • ErrorDescription string