Parent Field List

The Quik! Field Name below is paired with a role number and a Base field to create a complete field name (e.g. "1own.Gender" for the primary owner's gender).

QuikFieldName	FieldShortName	FieldDescription	SystemName	DataSetType	MaxEntities	DateActive
acc	Account Information	Account Information	AccountInformation	Acct	25	7/17/05 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	8/16/13 12:00 AM
ann	Annuitant	Annuitant	Annuitant	Client	6	7/17/05 12:00 AM
app	Applicant	Applicant (when not the owner or insured)	Applicant	Client	50	7/18/06 12:00 AM
asn	Assignee	Person who is being assigned to a policy or contract	Assignee	Client	6	9/29/12 12:00 AM
authind	Authorized Individual	Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account	AuthorizedIndividual	Client	50	10/1/12 12:00 AM
ben	Beneficiary	Beneficiary	Beneficiary	Client	20	7/19/05 12:00 AM
bnk	Bank Account Information	Bank Account Information (depositor)	BankAccount	FundSource	6	7/17/05 12:00 AM
bnkown	Bank Owner	Bank Owner	BankOwner	Client	10	10/3/23 11:14 AM
bown	Beneficial Owner	Beneficial owner of account, contract or policy	BeneficialOwner	Client	6	12/1/17 10:24 AM
bown1	Individual Beneficial Owner 1	Individual beneficial owner 1 of account, contract or policy	BeneficialOwner1	Client	6	3/15/18 1:21 PM
bown2	Individual Beneficial Owner 2	Individual beneficial owner 2 of account, contract or policy	BeneficialOwner2	Client	6	3/15/18 1:21 PM
bown3	Individual Beneficial Owner 3	Individual beneficial owner 3 of account, contract or policy	BeneficialOwner3	Client	6	3/15/18 1:21 PM
bown4	Individual Beneficial Owner 4	Individual beneficial owner 4 of account, contract or policy	BeneficialOwner4	Client	6	3/15/18 1:21 PM
bown5	Individual Beneficial Owner 5	Individual beneficial owner 5 of account, contract or policy	BeneficialOwner5	Client	6	3/15/18 1:21 PM
bown6	Individual Beneficial Owner 6	Individual beneficial owner 6 of account, contract or policy	BeneficialOwner6	Client	6	3/15/18 1:21 PM
cann	Contingent Annuitant	Contingent Annuitant	ContingentAnnuitant	Client	6	7/17/05 12:00 AM
cben	Contingent Beneficiary	Contingent Beneficiary	ContingentBeneficiary	Client	20	7/19/05 12:00 AM
ccharben	Contingent Charitable Beneficiary	Contingent Charitable Beneficiary	ContingentCharitableBeneficiary	Client	10	8/9/23 2:56 PM
charben	Charitable Beneficiary	Charitable Beneficiary	CharitableBeneficiary	Client	10	8/9/23 2:56 PM
contact	Contact	Contact person	Contact	Client	10	5/8/15 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	7/17/05 12:00 AM
csuc	Contingent Successor	Contingent Successor	ContingentSuccessor	Client	10	8/9/23 2:56 PM
ctrl	Control Person	Person in control of account	ControlPerson	Client	6	4/26/18 3:01 PM
ctte	Contingent Trustee	Contingent Trustee	ContingentTrustee	Client	20	7/19/05 12:00 AM
cus	Custodian	Custodian (has the fiduciary responsibility for a minor child)	Custodian	Client	6	7/17/05 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	8/9/23 2:56 PM
dec	Deceased	Deceased	Deceased	Client	6	7/17/05 12:00 AM
dep	Dependent	Dependent (not necessarily a minor)	Dependent	Client	10	7/19/05 12:00 AM
donor	Donor	Person who is acting as a donor	Donor	Client	6	9/29/12 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	2/6/07 12:00 AM
entagent	Entity Agent	Entity Agent	EntityAgent	Client	10	9/7/23 2:10 PM
entben	Entity Beneficiary	Entity Beneficiary	EntityBeneficiary	Client	10	8/14/23 2:05 PM
exec	Executor	Executor	Executor	Client	10	9/7/23 2:10 PM
fid	Fiduciary	Fiduciary is the person with financial responsibility for the account	Fiduciary	Client	6	7/24/17 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	8/2/06 12:00 AM
grant	Grantor	Person who is granting something to another	Grantor	Client	6	9/29/12 12:00 AM
guar	Guarantor	Person who guarantees an account or obligation	Guarantor	Client	6	9/29/12 12:00 AM
guard	Guardian	Guardian or responsible individual	Guardian	Client	6	10/13/16 10:32 AM
ind	Individual	Individual	Individual	Client	10	8/9/23 2:56 PM
ins	Insured	Insured	Insured	Client	50	7/19/05 12:00 AM
int	Interested Party	Interested Party	InterestedParty	Client	6	7/17/05 12:00 AM
legent	Legal Entity	Legal Entity	Legal Entity	Client	10	8/9/23 2:56 PM
lpcharben	Legacy Plan Charitable Beneficiary	Legacy Plan Charitable Beneficiary	LegacyPlanCharitableBeneficiary	Client	10	8/9/23 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	7/17/05 12:00 AM
min	Minor	Minor (for custodial accounts)	Minor	Client	20	7/19/05 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	10/1/12 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	7/29/19 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	7/17/05 12:00 AM
pacc	Prior Account Information	Prior Account Information	PriorAccountInformation	Acct	10	7/17/05 12:00 AM
pann	Prior Annuitant	Prior Annuitant	PriorAnnuitant	Client	6	5/13/06 12:00 AM
par	Participant	Participant	Participant	Client	6	7/17/05 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	9/29/12 12:00 AM
pay	Payee	Person who is being paid	Payee	Client	6	9/29/12 12:00 AM
pben	Prior Beneficiary	Prior Beneficiary	PriorBeneficiary	Client	6	5/13/06 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	5/13/06 12:00 AM
pguard	Prior Guardian	Prior Guardian or responsible individual	PriorGuardian	Client	6	6/17/19 4:06 PM
phy	Physician	Client's physician	Physician	Client	6	10/24/05 12:00 AM
pins	Prior Insured	Prior Insured	PriorInsured	Client	6	5/13/06 12:00 AM
planadm	Plan Administrator	Plan Administrator for benefit plans	PlanAdministrator	Client	6	9/29/12 12:00 AM
plantte	Plan Trustee	Plan Trustee	PlanTrustee	Client	6	8/6/14 3:53 PM
poa	Power of Attorney	Power of Attorney	PowerOfAttorney	Client	10	7/19/05 12:00 AM
pown	Prior Owner	Prior Owner	PriorOwner	Client	6	7/17/05 12:00 AM
ppco	Prior Product Company	Prior Product Company	PriorProductCompany	Company	1	7/17/05 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	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	9/29/12 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	8/2/06 12:00 AM
ptte	Prior Trustee	Prior Trustee	PriorTrustee	Client	6	5/13/06 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	3/21/15 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	9/29/12 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	9/29/12 12:00 AM
spou	Spouse	Spouse to the account owner, when specifically called for (not a replacement for Owner 2)	Spouse	Client	10	8/2/06 12:00 AM
stakeholder	Stakeholder	Account stakeholder who has an interest in the account (can include authorized individuals)	Stakeholder	Client	10	9/18/18 1:56 PM
suc	Successor	Successor	Successor	Client	10	8/9/23 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	4/28/08 12:00 AM
tte	Trustee	Trustee	Trustee	Client	20	7/19/05 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	9/29/12 12:00 AM
wit	Witness	Witness of client signature or actions	Witness	Client	6	10/24/05 12:00 AM

Quik! Field Definition Reference Guide

Parent Field List

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