HEhellosunset
Retirement Accounts

Update retirement account

patch/cases/{case_id}/retirement-accounts/{account_id}

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Request body

account_type'traditional_ira' | 'roth_ira' | '401k' | '403b' | '457' | 'sep_ira' | 'simple_ira' | 'keogh' | 'pension' | 'tsp' | 'military_pension' | 'fegli' | 'inherited_ira' | 'other' required
custodian_namestring required
account_numberstring
status'active' | 'inactive' | 'dormant' | 'distributed' | 'rolled_over' | 'closed' | 'unknown'
balancenumber double
employer_namestring
distribution_optionsstring[]
rmd_requiredboolean
tax_treatment'pre_tax' | 'post_tax_roth' | 'mixed'
distribution_status'not_started' | 'in_progress' | 'completed' | 'pending_beneficiary_docs'
institution_contact_idstring
notesstring

Response

Account updated.

Example response

{
  "data": {
    "id": "01K9RA01AJ0T33HRYE78AN7RRR",
    "account_type": "401k",
    "custodian_name": "Fidelity Investments",
    "account_number": "***9012",
    "status": "active",
    "balance": 185000,
    "employer_name": "Acme Corporation",
    "rmd_required": true,
    "distribution_status": "not_started"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.