The Life Income Lookup is used to search for information about past, present, or pending life income plans for an entity.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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Sub Type |
The planned giving instrument you wish to look up. Values in this drop-down list are validated against the tms_instrument_type table (TO). |
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Code |
The code that describes the classification of the life income instrument you wish to look up. Values in this drop-down list are validated against the tms_instrument table (TQ). |
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Status |
The status of the life income plan you wish to look up. Values in this drop-down list are validated against the tms_life_income_status table (TS). |
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Anonymous |
The anonymity of the entity responsible for the life income plan you wish to look up. Values in this drop-down list are validated against the tms_anonymous table (CY). |
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Payout Freq |
The payout frequency of the payments on the lift income plan you wish to look up. Values in this drop-down list are validated against the tms_payout_frequency table (TU). |
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Spec Handling |
The special handling code associated with the life income plan you wish to look up. Values in this drop-down list are validated against the tms_special_handling table (CZ). |
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Agency |
The agency responsible for the life income plan. Values in this drop-down list are validated against the tms_agency table (SC). |
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Rep Type |
The type of professional representative who worked with the entity to arrange the life income plan you wish to look up. Values in this drop-down list are validated against the tms_contact_person_type table (TT). |
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Rep ID |
The Advance entity ID of the representative who worked with the entity to arrange the life income plan you wish to look up. |
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Staff ID |
The Advance Staff ID number of the staff member responsible for working with the entity to arrange the life income plan you wish to look up. |
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Start |
The start date for the life income plan you wish to look up. |
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Realized Date |
The date that the final distribution of the life income plan gift you wish to look up was made to the institution. |
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Formal Name |
The full legal name of the life income plan you wish to look up. |
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Comment |
A general comment on the life income plan you wish to look up. |
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Creation |
The date that the life income plan you wish to look up was created. |
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Term Date |
The termination date of the life income plan you wish to look up. |
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Payment Amt |
The amount of each payment being made on the life income plan you wish to look up. |
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Remainder Amt |
The amount that remains on the life income plan that you wish to look up. |
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Amount |
The amount of the life income plan you wish to look up. |
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Payout |
The payout amount of the life income policy you wish to look up. |
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Total Date |
The date on which the total cost determination of the life income plan you wish to look up was made. |
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Total Basis |
The dollar amount for the cost basis for the life income plan you wish to look up. |
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Stop |
The stop date for the life income plan you wish to look up. |
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Realized Amt |
The amount of the final distribution of the life income plan gift you wish to look up. |
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Percentage |
The percentage of the life income plan gift to be paid to beneficiaries. Enter this number as a decimal. The system will convert it to a percent and display it back to you. For example, enter .25 for 25% and .5 for 50%. Be careful: if you type 25, it will become 2500%. |