Account Attributes
List of 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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