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	7/17/2005
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
altclient	AltDataButtonClient	Client record to fill in the Alternate Data Buttons	AltDataButtonClient	Client	20	8/16/2013
ann	Annuitant	Annuitant	Annuitant	Client	6	7/17/2005
app	Applicant	Applicant (when not the owner or insured)	Applicant	Client	50	7/18/2006
asn	Assignee	Person who is being assigned to a policy or contract	Assignee	Client	6	9/29/2012
authind	Authorized Individual	Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account	AuthorizedIndividual	Client	50	10/1/2012
ben	Beneficiary	Beneficiary	Beneficiary	Client	20	7/19/2005
bnkown	Bank Owner	Bank Owner	Bank Owner	Client	10	10/3/2023
bown	Beneficial Owner	Beneficial owner of account, contract or policy	BeneficialOwner	Client	6	12/1/2017
bown1	Individual Beneficial Owner 1	Individual beneficial owner 1 of account, contract or policy	BeneficialOwner1	Client	6	3/15/2018
bown2	Individual Beneficial Owner 2	Individual beneficial owner 2 of account, contract or policy	BeneficialOwner2	Client	6	3/15/2018
bown3	Individual Beneficial Owner 3	Individual beneficial owner 3 of account, contract or policy	BeneficialOwner3	Client	6	3/15/2018
bown4	Individual Beneficial Owner 4	Individual beneficial owner 4 of account, contract or policy	BeneficialOwner4	Client	6	3/15/2018
bown5	Individual Beneficial Owner 5	Individual beneficial owner 5 of account, contract or policy	BeneficialOwner5	Client	6	3/15/2018
bown6	Individual Beneficial Owner 6	Individual beneficial owner 6 of account, contract or policy	BeneficialOwner6	Client	6	3/15/2018
cann	Contingent Annuitant	Contingent Annuitant	ContingentAnnuitant	Client	6	7/17/2005
cben	Contingent Beneficiary	Contingent Beneficiary	ContingentBeneficiary	Client	20	7/19/2005
ccharben	Contingent Charitable Beneficiary	Contingent Charitable Beneficiary	ContingentCharitableBeneficiary	Client	10	8/9/2023
charben	Charitable Beneficiary	Charitable Beneficiary	CharitableBeneficiary	Client	10	8/9/2023
contact	Contact	Contact person	Contact	Client	10	5/8/2015
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	7/17/2005
csuc	Contingent Successor	Contingent Successor	ContingentSuccessor	Client	10	8/9/2023
ctrl	Control Person	Person in control of account	ControlPerson	Client	6	4/26/2018
ctte	Contingent Trustee	Contingent Trustee	ContingentTrustee	Client	20	7/19/2005
cus	Custodian	Custodian (has the fiduciary responsibility for a minor child)	Custodian	Client	6	7/17/2005
dben	Death Beneficiary	Death Beneficiary	DeathBeneficiary	Client	10	8/9/2023
dec	Deceased	Deceased	Deceased	Client	6	7/17/2005
dep	Dependent	Dependent (not necessarily a minor)	Dependent	Client	10	7/19/2005
donor	Donor	Person who is acting as a donor	Donor	Client	6	9/29/2012
ent	Entity	Entity as the owner of an account ONLY when explicitly defined separately from OWNER - see Owner definition first!	Entity	Client	10	2/6/2007
entagent	Entity Agent	Entity Agent	EntityAgent	Client	10	9/7/2023
entben	Entity Beneficiary	Entity Beneficiary	EntityBeneficiary	Client	10	8/14/2023
exec	Executor	Executor	Executor	Client	10	9/7/2023
fid	Fiduciary	Fiduciary is the person with financial responsibility for the account	Fiduciary	Client	6	7/24/2017
gprnt	Grandparent	Grandparent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian)	GrandParent	Client	10	8/2/2006
grant	Grantor	Person who is granting something to another	Grantor	Client	6	9/29/2012
guar	Guarantor	Person who guarantees an account or obligation	Guarantor	Client	6	9/29/2012
guard	Guardian	Guardian or responsible individual	Guardian	Client	6	10/13/2016
ind	Individual	Individual	Individual	Client	10	8/9/2023
ins	Insured	Insured	Insured	Client	50	7/19/2005
int	Interested Party	Interested Party	InterestedParty	Client	6	7/17/2005
legent	Legal Entity	Legal Entity	Legal Entity	Client	10	8/9/2023
lpcharben	Legacy Plan Charitable Beneficiary	Legacy Plan Charitable Beneficiary	LegacyPlanCharitableBeneficiary	Client	10	8/9/2023
med	Medical Examiner	Medical Examiner when qualifying a client for insurance	MedicalExaminer	Client	6	7/17/2005
min	Minor	Minor (for custodial accounts)	Minor	Client	20	7/19/2005
ntry	Notary Public	Notary Public who witnesses signatures	Notary	Client	10	10/1/2012
oben	Original Beneficiary	Original Beneficiary	OriginalBeneficiary	Client	10	7/29/2019
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	7/17/2005
pann	Prior Annuitant	Prior Annuitant	PriorAnnuitant	Client	6	5/13/2006
par	Participant	Participant	Participant	Client	6	7/17/2005
par	Participant	Participant	Participant	Client	6	7/17/2005
pauthind	Prior Authorized Individual	The prior or existing Authorized Individual, Employer or Plan Sponsor who is authorized to manage the account	PriorAuthorizedIndividual	Client	6	9/29/2012
pay	Payee	Person who is being paid	Payee	Client	6	9/29/2012
pben	Prior Beneficiary	Prior Beneficiary	PriorBeneficiary	Client	6	5/13/2006
pcus	Prior Custodian	Prior Custodian (has the fiduciary responsibility for a minor child)	PriorCustodian	Client	6	5/13/2006
pguard	Prior Guardian	Prior Guardian or responsible individual	PriorGuardian	Client	6	6/17/2019
phy	Physician	Client's physician	Physician	Client	6	10/24/2005
pins	Prior Insured	Prior Insured	PriorInsured	Client	6	5/13/2006
planadm	Plan Administrator	Plan Administrator for benefit plans	PlanAdministrator	Client	6	9/29/2012
plantte	Plan Trustee	Plan Trustee	PlanTrustee	Client	6	8/6/2014
poa	Power of Attorney	Power of Attorney	PowerOfAttorney	Client	10	7/19/2005
poa	Power of Attorney	Power of Attorney	PowerOfAttorney	Client	10	7/19/2005
pown	Prior Owner	Prior Owner	PriorOwner	Client	6	7/17/2005
pplantte	Prior Plan Trustee	Prior Plan Trustee	PriorPlanTrustee	Client	6	8/6/2014
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
prnt	Parent	Parent to someone identified on the form, when specifically called for (not a replacement for Owner or Custodian)	Parent	Client	10	8/2/2006
ptte	Prior Trustee	Prior Trustee	PriorTrustee	Client	6	5/13/2006
rcpt	Receipt Signer	Person who signed as in receipt of the document	ReceiptSigner	Client	6	9/29/2012
sec	Corporate Secretary	A corporation's designated Secretary who is authorized to act in the role of secretary for the corporation	Secretary	Client	6	9/29/2012
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	9/29/2012
spou	Spouse	Spouse to the account owner, when specifically called for (not a replacement for Owner 2)	Spouse	Client	10	8/2/2006
stakeholder	Stakeholder	Account stakeholder who has an interest in the account (can include authorized individuals)	Stakeholder	Client	10	9/18/2018
suc	Successor	Successor	Successor	Client	10	8/9/2023
trust	Trust	Trust as an entity with the person name represents the trust executor or owner	Trust	Client	10	4/28/2008
tte	Trustee	Trustee	Trustee	Client	20	7/19/2005
ustaxpayer	US Taxpayer	US Taxpayer who signed document when different than the owner	USTaxpayer	Client	6	9/29/2012
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	7/17/2005