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Administrative APIs | REST

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Rollover Employee For Plan

https://development.api.wealthcare.com/system/Services/Plan/FlexAccountRolloverSetting/{tpaId}/{employerId}/RolloverEmployeeForPlan

Initiates the rollover process for an employee from one plan to another, identified by the unique TPA ID and Employer ID. This operation is typically used when an employee transitions between benefit plans, ensuring their account information is accurately transferred.

  • tpaId string Required

    A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • sourcePlanId string
    Min Length: 0
    Max Length: 18
  • sourcePlanAccountTypeCode string
  • sourcePlanYearStartDate string <date-time>
  • sourcePlanYearEndDate string <date-time>
  • destinationPlanId string
    Min Length: 0
    Max Length: 18
  • destinationPlanAccountTypeCode string
  • destinationPlanYearStartDate string <date-time>
  • destinationPlanYearEndDate string <date-time>
  • ediUserPassword string