Account Attributes
Investment Indicator
 
Field Name: INVESTMENT IND Inquiry Screen #: 04
Common Abbreviation: INV IND
Dictionary Reference Number: FG758
Field Length: 1 alphanumeric character; see "Values" below
ApplicableAccounts:

0-60000 thru 0-69899 
0-70000 thru 0-74989

0-9XXXX

Definition: This attribute indicates if an account is invested in a merger, separately invested, or a combination of the two. The Investment Indicator is an important part of the TRIP merger system.
Modification: Online.
Responsibility: Manager, Capital Funds
Values:
Indicator
Description
0
TRIP Merger
7
BTU Total Return Merger
8
BTU Income Merger
A
Annuity Merger
L
Living Trust Merger
P
Pooled Income #1
Q
Pooled Income #2
S
Separately Invested
Z
Funds Invested in more than one category
 
Applicable Accounts:
Type of Account Account Range
Valid Values
0
7
 8 
A
L
P
Q
S
Z
Endowment Principal 0-60000 thru 0-69899
       
Annuity Funds 0-70000 thru 0-70999                
Pooled Life Income 0-71000 thru 0-71999              
Charitable Remainder Unitrusts 0-72000 thru 0-72999                  
Living Trusts 0-73000 thru 0-73999                
Annuity Trusts 0-74000 thru 0-74989                  
Agency 0-90000 thru 0-99999          
 
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