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SIMG_V_TRTP_US_BP_ED - Maintain special role types for a Coverdell Education Savings Account

SIMG_V_TRTP_US_BP_ED - Maintain special role types for a Coverdell Education Savings Account

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Maintain the business partner roletypes that are specific for a Coverdell Education Savings Account (formerly known as an Education IRA).

Only a Coverdell Education Savings Account has a business partner in the role of "Grantor" associated to it.

There will be no verifications of the roles entered in this table. However, if the following business partner roles are entered in this table, they will be ignored by the retirement plan maintenance program:

  • Accountholder.
  • Bank statement recipient.
  • Beneficiary of a retirement plan.

The reason is that business partners in this roles will be displayed in other tables than the table containing business partner roletypes that are specific for a Coverdell Education Savings Account.






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