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QuikFieldName | FieldShortName | FieldDescription | SystemName | DataSetType | MaxEntities | DateActive | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| acc | Account Information | Account Information | AccountInformation | Acct | 25 | 7/17/2005 | ||||||
| macc | Master Account Information | Master Account Information | MasterAccountInformation | Acct | 10 | 9/29/2013 | ||||||
| oacc | Account Held At Other Financial Institution | Account Held At Other Financial Institution | AccountHeldOtherInstitution | Acct | 10 | 7/17/2005 | ||||||
| pacc | Prior Account Information | Prior Account Information | PriorAccountInformation | Acct | 10 | 7/17/2005 | ||||||
| 05 12:00 AM | ||||||||||||
| agent | Agent | Authorized Agent | Agent | Rep | 6 | 3/21/15 12:00 AM | ||||||
| altclient | AltDataButtonClient | Client record to fill in the Alternate Data Buttons | AltDataButtonClient | Client | 20 | 8/16/201313 12:00 AM | ||||||
| ann | Annuitant | Annuitant | Annuitant | Client | 6 | 7/17/200505 12:00 AM | ||||||
| app | Applicant | Applicant (when not the owner or insured) | Applicant | Client | 50 | 7/18/200606 12:00 AM | ||||||
| asn | Assignee | Person who is being assigned to a policy or contract | Assignee | Client | 6 | 9/29/201212 12:00 AM | ||||||
| authind | Authorized Individual | Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account | AuthorizedIndividual | Client | 50 | 10/1/201212 12:00 AM | ||||||
| ben | Beneficiary | Beneficiary | Beneficiary | Client | 20 | 7/19/2005/05 12:00 AM | ||||||
| bnk | Bank Account Information | Bank Account Information (depositor) | BankAccount | FundSource | 6 | 7/17/05 12:00 AM | ||||||
| bnkown | Bank Owner | Bank OwnerBank Owner | BankOwner | Client | 10 | 10/3/202323 11:14 AM | ||||||
| bown | Beneficial Owner | Beneficial owner of account, contract or policy | BeneficialOwner | Client | 6 | 12/1/201717 10:24 AM | ||||||
| bown1 | Individual Beneficial Owner 1 | Individual beneficial owner 1 of account, contract or policy | BeneficialOwner1 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| bown2 | Individual Beneficial Owner 2 | Individual beneficial owner 2 of account, contract or policy | BeneficialOwner2 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| bown3 | Individual Beneficial Owner 3 | Individual beneficial owner 3 of account, contract or policy | BeneficialOwner3 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| bown4 | Individual Beneficial Owner 4 | Individual beneficial owner 4 of account, contract or policy | BeneficialOwner4 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| bown5 | Individual Beneficial Owner 5 | Individual beneficial owner 5 of account, contract or policy | BeneficialOwner5 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| bown6 | Individual Beneficial Owner 6 | Individual beneficial owner 6 of account, contract or policy | BeneficialOwner6 | Client | 6 | 3/15/201818 1:21 PM | ||||||
| cann | Contingent Annuitant | Contingent Annuitant | ContingentAnnuitant | Client | 6 | 7/17/200505 12:00 AM | ||||||
| cben | Contingent Beneficiary | Contingent Beneficiary | ContingentBeneficiary | Client | 20 | 7/19/200505 12:00 AM | ||||||
| ccharben | Contingent Charitable Beneficiary | Contingent Charitable Beneficiary | ContingentCharitableBeneficiary | Client | 10 | 8/9/202323 2:56 PM | ||||||
| charben | Charitable Beneficiary | Charitable Beneficiary | CharitableBeneficiary | Client | 10 | 8/9/202323 2:56 PM | ||||||
| contact | Contact | Contact person | Contact | Client | 10 | 5/8/201515 3:12 PM | ||||||
| cown | Contingent Owner | Contingent owner of account, contract or policy (not the insured) (client, account owner, primary owner, account holder,owner, customer, entity, individual, contract owner, shareholder, policy owner) | ContingentOwner | Client | 6 | 7/17/200505 12:00 AM | ||||||
| csuc | Contingent Successor | Contingent Successor | ContingentSuccessor | Client | 10 | 8/9/202323 2:56 PM | ||||||
| ctrl | Control Person | Person in control of account | ControlPerson | Client | 6 | 4/26/201818 3:01 PM | ||||||
| ctte | Contingent Trustee | Contingent Trustee | ContingentTrustee | Client | 20 | 7/19/200505 12:00 AM | ||||||
| cus | Custodian | Custodian (has the fiduciary responsibility for a minor child) | Custodian | Client | 6 | 7/17/200505 12:00 AM | ||||||
| cusbank | Custodian Bank | Custodian bank responsible for safeguarding financial assets | CustodianBank | Rep | 6 | 7/10/15 12:00 AM | ||||||
| dben | Death Beneficiary | Death Beneficiary | DeathBeneficiary | Client | 10 | 8/9/202323 2:56 PM | ||||||
| dec | Deceased | Deceased | Deceased | Client | 6 | 7/17/200505 12:00 AM | ||||||
| dep | Dependent | Dependent (not necessarily a minor) | Dependent | Client | 10 | 7/19/200505 12:00 AM | ||||||
| donor | Donor | Person who is acting as a donor | Donor | Client | 6 | 9/29/201212 12:00 AM | ||||||
| ent | Entity | Entity as the owner of an account ONLY when explicitly defined separately from OWNER - see Owner definition first! | Entity | Client | 10 | 2/6/200707 12:00 AM | ||||||
| entagent | Entity Agent | Entity Agent | EntityAgent | Client | 10 | 9/7/202323 2:10 PM | ||||||
| entben | Entity Beneficiary | Entity Beneficiary | EntityBeneficiary | Client | 10 | 8/14/202323 2:05 PM | ||||||
| exec | Executor | Executor | Executor | Client | 10 | 9/7/202323 2:10 PM | ||||||
| fid | Fiduciary | Fiduciary is the person with financial responsibility for the account | Fiduciary | Client | 6 | 7/24/201717 11:30 AM | ||||||
| fnd | Fund Source for funding application | Fund Source for funding application | FundSource | FundSource | 6 | 7/17/05 12:00 AM | ||||||
| gprnt | Grandparent | Grandparent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian) | GrandParent | Client | 10 | 8/2/200606 12:00 AM | ||||||
| grant | Grantor | Person who is granting something to another | Grantor | Client | 6 | 9/29/201212 12:00 AM | ||||||
| guar | Guarantor | Person who guarantees an account or obligation | Guarantor | Client | 6 | 9/29/201212 12:00 AM | ||||||
| guard | Guardian | Guardian or responsible individual | Guardian | Client | 6 | 10/13/201616 10:32 AM | ||||||
| ind | Individual | Individual | Individual | Client | 10 | 8/9/202323 2:56 PM | ||||||
| ins | Insured | Insured | Insured | Client | 50 | 7/19/200505 12:00 AM | ||||||
| int | Interested Party | Interested Party | InterestedParty | Client | 6 | 7/17/200505 12:00 AM | ||||||
| legent | Legal Entity | Legal Entity | Legal Entity | Client | 10 | 8/9/202323 2:56 PM | ||||||
| lpcharben | Legacy Plan Charitable Beneficiary | Legacy Plan Charitable Beneficiary | LegacyPlanCharitableBeneficiary | Client | 10 | 8/9/9/202323 2:56 PM | ||||||
| macc | Master Account Information | Master Account Information | MasterAccountInformation | Acct | 10 | 9/29/13 1:30 PM | ||||||
| med | Medical Examiner | Medical Examiner when qualifying a client for insurance | MedicalExaminer | Client | 6 | 7/17/200505 12:00 AM | ||||||
| min | Minor | Minor (for custodial accounts) | Minor | Client | 20 | 7/19/2005/05 12:00 AM | ||||||
| NonQFD | NonQFD | Field is not part of the Quik! Field Definition and is a completely custom field. | NonQFD | NonQFD | 0 | 12/5/19 3:39 PM | ||||||
| ntry | Notary Public | Notary Public who witnesses signatures | Notary | Client | 10 | 10/1/2012/12 12:00 AM | ||||||
| oacc | Account Held At Other Financial Institution | Account Held At Other Financial Institution | AccountHeldOtherInstitution | Acct | 10 | 7/17/05 12:00 AM | ||||||
| oben | Original Beneficiary | Original Beneficiary | OriginalBeneficiary | Client | 10 | 7/29/201919 12:59 PM | ||||||
| osj | OSJ | OSJ | OSJ | Rep | 2 | 10/19/13 12:00 AM | ||||||
| own | Owner | Owner of account, contract or policy (not the insured) (client, account owner, primary owner, account holder,owner, customer, individual, contract owner, shareholder, policy owner, applicant) | Owner | Client | 50 | 7/17/2005pann05 12:00 AM | ||||||
| pacc | Prior AnnuitantAccount Information | Prior AnnuitantAccount Information | PriorAnnuitantPriorAccountInformation | ClientAcct | 610 | 57/13/2006 | par | Participant | Participant | Participant17/05 12:00 AM | ||
| pann | Prior Annuitant | Prior Annuitant | PriorAnnuitant | Client | 6 | 75/17/200513/06 12:00 AM | ||||||
| par | Participant | Participant | Participant | Client | 6 | 7/17/200505 12:00 AM | ||||||
| pauthind | Prior Authorized Individual | The prior or existing Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account | PriorAuthorizedIndividual | Client | 6 | 9/29/201212 12:00 AM | ||||||
| pay | Payee | Person who is being paid | Payee | Client | 6 | 9/29/201212 12:00 AM | ||||||
| pben | Prior Beneficiary | Prior Beneficiary | PriorBeneficiary | Client | 6 | 5/13/200606 12:00 AM | ||||||
| pco | Product Company | Product Company | ProductCompany | Company | 10 | 7/17/05 12:00 AM | ||||||
| pcus | Prior Custodian | Prior Custodian (has the fiduciary responsibility for a minor child) | PriorCustodian | Client | 6 | 5/13/200606 12:00 AM | ||||||
| pguard | Prior Guardian | Prior Guardian or responsible individual | PriorGuardian | Client | 6 | 6/17/201919 4:06 PM | ||||||
| phy | Physician | Client's physician | Physician | Client | 6 | 10/24/200505 12:00 AM | ||||||
| pins | Prior Insured | Prior Insured | PriorInsured | Client | 6 | 5/13/200606 12:00 AM | ||||||
| planadm | Plan Administrator | Plan Administrator for benefit plans | PlanAdministrator | Client | 6 | 9/29/201212 12:00 AM | ||||||
| plantte | Plan Trustee | Plan Trustee | PlanTrustee | Client | 6 | 8/6/ | 201414 3:53 PM | |||||
| poa | Power of Attorney | Power of Attorney | PowerOfAttorney | Client | 10 | 7/19/2005 | poa | Power of Attorney | Power of Attorney | PowerOfAttorney05 12:00 AM | ||
| pown | Prior Owner | Prior Owner | PriorOwner | Client | 106 | 7/19/2005 | pown | Prior Owner | Prior Owner | PriorOwner | Client | 617/05 12:00 AM |
| ppco | Prior Product Company | Prior Product Company | PriorProductCompany | Company | 1 | 7/17/200505 12:00 AM | ||||||
| pplantte | Prior Plan Trustee | Prior Plan Trustee | PriorPlanTrustee | Client | 6 | 8/6/14 3:53 PM | ||||||
| pprd | Prior Product Item | Prior Product Item | PriorProductItem | ProductItem | 40 | 7/19/05 12:00 AM | ||||||
| prd | Product Item | Product Item | ProductItem | ProductItem | 40 | 7/19/05 12:00 AM | ||||||
| prddvd | Dividend Product Item | Product Item purchased with dividends and interest | DividendProductItem | ProductItem | 10 | 10/24/05 12:00 AM | ||||||
| prep | Prior Rep | Prior Rep (representative, advisor, adviser, agent) | PriorRep | Rep | 6/2014 | 5/7/06 12:00 AM | ||||||
| pres | Corporate President | A corporation's designated President who is authorized to act in the role of president for the corporation | President | Client | 6 | 9/29/2012/12 12:00 AM | ||||||
| princ | Principal | Principal | Principal | Rep | 2 | 10/19/13 12:00 AM | ||||||
| prnt | Parent | Parent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian) | Parent | Client | 10 | 8/2/200606 12:00 AM | ||||||
| ptte | Prior Trustee | Prior Trustee | PriorTrustee | Client | 6 | 5/13/2006/06 12:00 AM | ||||||
| qdbc | QDBC Data Source | Original data source for the record (if any) | QDBCDataSource | QDBCSource | 1 | 8/7/11 4:00 PM | ||||||
| Quik | Quik Form System Field | Quik Form System Field | QuikFormSystemField | QuikFormInfo | 1 | 7/17/05 12:00 AM | ||||||
| rcpt | Receipt Signer | Person who signed as in receipt of the document | ReceiptSigner | Client | 6 | 9/29/12 12:00 AM | ||||||
| rep | Rep | Rep (representative, advisor, adviser, agent) | Rep | Rep | 20 | 7/19/05 12:00 AM | ||||||
| ria | RIA | Registered Investment Advisor | RIA | Rep | 6 | 3/29/201221/15 12:00 AM | ||||||
| rule | Business Rule | Internal rule that determines how forms are filled in or selected or other decision | Rule | Rule | 1 | 10/29/10 12:00 PM | ||||||
| sec | Corporate Secretary | A corporation's designated Secretary who is authorized to act in the role of secretary for the corporation | Secretary | Client | 6 | 9/29/201212 12:00 AM | ||||||
| sig | Signatory | Additional signatories for a document when no other persons on the form fit the signing role and recipients who are not signing but receiving a copy (role number 11 and above) | Signatory | Client | 6 | 9/29/201212 12:00 AM | ||||||
| spou | Spouse | Spouse to the account owner, when specifically called for (not a replacement for Owner 2) | Spouse | Client | 10 | 8/2/200606 12:00 AM | ||||||
| stakeholder | Stakeholder | Account stakeholder who has an interest in the account (can include authorized individuals) | Stakeholder | Client | 10 | 9/18/201818 1:56 PM | ||||||
| suc | Successor | Successor | Successor | Client | 10 | 8/9/2023/23 2:56 PM | ||||||
| tpa | TPA | Third-party administrator or TAMP (turnkey asset management program) | TPA | Rep | 6 | 7/10/15 12:00 AM | ||||||
| trust | Trust | Trust as an entity with the person name represents the trust executor or owner | Trust | Client | 10 | 4/28/200808 12:00 AM | ||||||
| tte | Trustee | Trustee | Trustee | Client | 20 | 7/19/200505 12:00 AM | ||||||
| User | User Defined Fields | User Defined Fields | UserDefinedField | UserDefined | 1 | 7/17/05 12:00 AM | ||||||
| ustaxpayer | US Taxpayer | US Taxpayer who signed document when different than the owner | USTaxpayer | Client | 6 | 9/29/201212 12:00 AM | ||||||
| wit | Witness | Witness of client signature or actions | Witness | Client | 6 | 10/24/2005 | ||||||
| pco | Product Company | Product Company | ProductCompany | Company | 10 | 7/17/2005 | ||||||
| ppco | Prior Product Company | Prior Product Company | PriorProductCompany | Company | 1 | 7/17/2005 | ||||||
| bnk | Bank Account Information | Bank Account Information (depositor) | BankAccount | FundSource | 6 | 7/17/2005 | ||||||
| fnd | Fund Source for funding application | Fund Source for funding application | FundSource | FundSource | 6 | 7/17/2005 | ||||||
| pprd | Prior Product Item | Prior Product Item | PriorProductItem | ProductItem | 40 | 7/19/2005 | ||||||
| prd | Product Item | Product Item | ProductItem | ProductItem | 40 | 7/19/2005 | ||||||
| prddvd | Dividend Product Item | Product Item purchased with dividends and interest | DividendProductItem | ProductItem | 10 | 10/24/2005 | ||||||
| agent | Agent | Authorized Agent | Agent | Rep | 6 | 3/21/2015 | ||||||
| cusbank | Custodian Bank | Custodian bank responsible for safeguarding financial assets | CustodianBank | Rep | 6 | 7/10/2015 | ||||||
| osj | OSJ | OSJ | OSJ | Rep | 2 | 10/19/2013 | ||||||
| prep | Prior Rep | Prior Rep (representative, advisor, adviser, agent) | PriorRep | Rep | 6 | 5/7/2006 | ||||||
| princ | Principal | Principal | Principal | Rep | 2 | 10/19/2013 | ||||||
| rep | Rep | Rep (representative, advisor, adviser, agent) | Rep | Rep | 20 | 7/19/2005 | ||||||
| ria | RIA | Registered Investment Advisor | RIA | Rep | 6 | 3/21/2015 | ||||||
| tpa | TPA | Third-party administrator or TAMP (turnkey asset management program) | TPA | Rep | 6 | 7/10/2015 | ||||||
| rule | Business Rule | Internal rule that determines how forms are filled in or selected or other decision | Rule | Rule | 1 | 10/29/2010 | ||||||
| User | User Defined Fields | User Defined Fields | UserDefinedField | UserDefined | 1 | 7/17/200505 12:00 AM |