| 1 | New Business Account |
| 01 | Time Deposit |
| 2 | Group Number |
| 3 | Policy Number |
| 03 | Checking Account |
| 4 | Money Market Fund |
| 5 | Retirement Account Vested Interest at Market Value |
| 05 | Stock |
| 6 | Retirement Account Vested Interest Net Cash Value |
| 06 | Bond |
| 7 | Individual Retirement Account (IRA) Vested Interest at Market Value |
| 07 | Life Insurance Face Value |
| 8 | Individual Retirement Account (IRA) Vested Interest Net Cash Value |
| 08 | Retirement Account - Vested Interest |
| 9 | Corporate Controlled Retirement Account Vested Interest |
| 10 | Business Account |
| 11 | Trust Fund Account |
| 12 | Stocks and Bonds Account |
| 13 | Life Insurance Account - Net Cash Value |
| 14 | Employee Retirement Account (401K) |
| AG | Agency |
| ALC | Agency Location Code (ALC) |
| ANN | Annuity |
| AP | Application |
| BA | Brokerage Account |
| CB | Charge Back Account for Returns |
| CC | Credit Card |
| CDM | Controlled Disbursement Master Account |
| CDS | Controlled Disbursement Sub Account |
| CM | Cash Management |
| CRU | Credit Union |
| DA | Demand Deposit |
| DC | Debit Card |
| EC | Existing Carrier |
| EPC | Enriched Plan Contract Number |
| LTD | Long-term Disability Policy Number |
| MUT | Mutual Fund |
| PRI | Primary Bank |
| RD | Return Items on Demand Deposit Account |
| REL | Relationship Summary Account Relationship Summary Account is a key account under which individual accounts are related |
| RS | Return Items on Savings Account |
| SG | Savings |
| SKA | Safekeeping (Custody) Account |
| Z | Mutually Defined |
| ZB1 | Zero Balance Master Account |
| ZB2 | Zero Balance Affiliate Account |