Service status ·A8 Core™ · The Operating System for Financial Accounts ·The account operating system · API-first

A8Core™

API reference v1

Account types

529 Plan servicingnot offered

I.R.C. § 529(b)(1) — a QTP must be maintained by a State. Not custodied.

On this pageOverview Authority Parameters Example Rules

Slug	`529-servicing`
Nature	`ServicingRecord` — Recorded, not held. No assets and no obligation.
Contributions	`NotApplicable`
Earnings	`NotApplicable`
Contribution year	`NotApplicable`
Status	not offered
Legacy code	`Q29` — ISCP import and statement templates only. Not identity, and not accepted by the API.

Required authority

An institution may open this account only if it satisfies every requirement group below. Within a group, any one authority suffices. Across groups, all must be satisfied.

Group	Any one of
Group 1	`StateQtpServicingAgreement`

Resolve availability at runtime with GET https://api.a8core.io/v1/account-types. Never hard-code it.

Create Account parameters

POSThttps://api.a8core.io/v1/accountsoperation: CreateAccount

Name	Type		Description
ProviderReferenceId	string	optional	Your internal reference. Used as the idempotency key.
ClientId	Guid	required	The A8 Core™ Client ID that owns the account.
AccountTypeCode	string	required	Must be `529-servicing`.
ExternalPlanIdentifier	string	required	Identifier of the external plan being serviced. A8 Core™ holds no assets.

Example

POST https://api.a8core.io/v1/accounts

"ProviderReferenceId": "acct-10293",
"ClientId": "8fa2c1e4-5b6d-4f3a-9c2e-7d1a2b3c4d5e",
"AccountTypeCode": "529-servicing",
"ExternalPlanIdentifier": "CA-SCHOLARSHARE-529"

200 OK

"RequestId": 1736472901835,
"Status": 1,
"AccountId": "3c7b1f90-2a44-4e21-8d6c-9b0e5a1f7c22"

Errors

ErrorCode	Meaning
InstitutionNotAuthorizedForAccountType	The institution does not hold every authority this type requires.
ClientNotFound	No client matches the supplied ClientId.

Instrument predicates

Class-level eligibility can say conditional. It cannot say what the condition is. These are attribute predicates on the instrument, stored in InstrumentEligibilityPredicate and evaluated continuously, not only at purchase.

Predicate	Requirement	Source
PlanMenuOptionOnly	= true	I.R.C. § 529(b)(4); IRS Notice 2001-55

Rules that govern this type

A8 Core™ does not custody a 529. I.R.C. § 529(b)(1) requires a qualified tuition program be established and maintained by a State or an agency or instrumentality thereof.
This type records servicing performed under contract to a named state plan. It has no holdings.