Create partner direct rollover

post

https://sandbox.aet.dev/api/v3/partners/direct-rollover

Create a direct rollover transfer for an existing account via partner API

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Body Params

account_number

string

required

The account number of the existing AET account

ssn

string

The SSN of the account holder (used for verification). Required unless plan_sponsor_ein is supplied.

plan_sponsor_ein

string | null

The EIN of the plan sponsor on the account, used for verification instead of ssn on employer plan accounts. When supplied it must match the EIN stored on the account and ssn is ignored. Accepts 9 digits with or without a dash.

amount

number

required

The amount to rollover

is_60_day_rollover

boolean

required

Whether this is a 60-day rollover (true) or a direct rollover (false)

previous_account_type

string

enum

The type of the previous account being rolled over from

previous_account_number

string

The account number of the previous account (optional)

Responses

404

Account not found or identity mismatch

422

Validation error

201Partner Direct Rollover Created