---
title: "Update retirement account"
method: PATCH
path: "/cases/{case_id}/retirement-accounts/{account_id}"
tags: ["Retirement Accounts"]
---

# Update retirement account

`PATCH /cases/{case_id}/retirement-accounts/{account_id}`

## Request

- Base URL: `https://api.example.com/v1`
- URL: `https://api.example.com/v1/cases/{case_id}/retirement-accounts/{account_id}`
- Auth: none declared

## Request body

- RetirementAccountWrite
  - `account_type` 'traditional_ira' | 'roth_ira' | '401k' | '403b' | '457' | 'sep_ira' | 'simple_ira' | 'keogh' | 'pension' | 'tsp' | 'military_pension' | 'fegli' | 'inherited_ira' | 'other', required
  - `custodian_name` string, required
  - `account_number` string
  - `status` 'active' | 'inactive' | 'dormant' | 'distributed' | 'rolled_over' | 'closed' | 'unknown'
  - `balance` number, double
  - `employer_name` string
  - `beneficiaries` object[]
    - `name` string
    - `relationship` string
    - `percentage_share` number, double
    - `designation` 'primary' | 'contingent'
  - `distribution_options` string[]
  - `rmd_required` boolean
  - `tax_treatment` 'pre_tax' | 'post_tax_roth' | 'mixed'
  - `distribution_status` 'not_started' | 'in_progress' | 'completed' | 'pending_beneficiary_docs'
  - `institution_contact_id` string
  - `notes` string

## Response `200`

Account updated.

- object
  - `data` RetirementAccount
    - `id` string
    - `case_id` string
    - `account_type` 'traditional_ira' | 'roth_ira' | '401k' | '403b' | '457' | 'sep_ira' | 'simple_ira' | 'keogh' | 'pension' | 'tsp' | 'military_pension' | 'fegli' | 'inherited_ira' | 'other'
    - `custodian_name` string: Financial institution holding the account.
    - `account_number` string, nullable: Masked in responses (last 4 digits only).
    - `status` 'active' | 'inactive' | 'dormant' | 'distributed' | 'rolled_over' | 'closed' | 'unknown'
    - `balance` number, double, nullable
    - `employer_name` string, nullable: Employer associated with the plan.
    - `beneficiaries` object[]
      - `name` string
      - `relationship` string
      - `percentage_share` number, double
      - `designation` 'primary' | 'contingent'
    - `distribution_options` string[]: Available distribution methods for beneficiaries.
    - `rmd_required` boolean: Whether Required Minimum Distributions apply.
    - `rmd_amount` number, double, nullable
    - `tax_treatment` 'pre_tax' | 'post_tax_roth' | 'mixed' | 'null', nullable: Tax treatment of the account balance.
    - `distribution_status` 'not_started' | 'in_progress' | 'completed' | 'pending_beneficiary_docs'
    - `institution_contact_id` string, nullable
    - `notes` string, nullable
    - `created_at` string, date-time
    - `updated_at` string, date-time

## Other responses

- `404`: Resource not found.
- `422`: Request validation failed.

---

[API](https://skmtc.dev/hellosunset/apis/sunset-api.md) - [All operations](https://skmtc.dev/hellosunset/apis/sunset-api/llms.txt) - [OpenAPI document](https://skmtc.dev/hellosunset/apis/sunset-api/revisions/f128e5526efe?raw)