Parent Field List
- Cheryl Dillon (Unlicensed)
- Jared Lawrence
- Richard Walker
Owned by Cheryl Dillon (Unlicensed)
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 |
Related pages
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