curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/retirement-accounts \
--header 'Authorization: Bearer <token>'{
"data": [
{
"id": "01K9RA01AJ0T33HRYE78AN7RRR",
"case_id": "<string>",
"account_type": "401k",
"custodian_name": "Fidelity Investments",
"account_number": "***9012",
"status": "active",
"balance": 185000,
"employer_name": "Acme Corporation",
"beneficiaries": [
{
"name": "<string>",
"relationship": "<string>",
"percentage_share": 123,
"designation": "primary"
}
],
"distribution_options": [
"lump_sum"
],
"rmd_required": true,
"rmd_amount": 123,
"tax_treatment": "pre_tax",
"distribution_status": "not_started",
"institution_contact_id": "<string>",
"notes": "<string>",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
],
"meta": {
"page": 1,
"per_page": 25,
"total_count": 142,
"total_pages": 6,
"next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
"has_more": true
}
}curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/retirement-accounts \
--header 'Authorization: Bearer <token>'{
"data": [
{
"id": "01K9RA01AJ0T33HRYE78AN7RRR",
"case_id": "<string>",
"account_type": "401k",
"custodian_name": "Fidelity Investments",
"account_number": "***9012",
"status": "active",
"balance": 185000,
"employer_name": "Acme Corporation",
"beneficiaries": [
{
"name": "<string>",
"relationship": "<string>",
"percentage_share": 123,
"designation": "primary"
}
],
"distribution_options": [
"lump_sum"
],
"rmd_required": true,
"rmd_amount": 123,
"tax_treatment": "pre_tax",
"distribution_status": "not_started",
"institution_contact_id": "<string>",
"notes": "<string>",
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}
],
"meta": {
"page": 1,
"per_page": 25,
"total_count": 142,
"total_pages": 6,
"next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
"has_more": true
}
}Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Unique case identifier (ULID format).
Page number for pagination.
x >= 1Number of items per page.
1 <= x <= 100traditional_ira, roth_ira, 401k, 403b, 457, sep_ira, simple_ira, keogh, pension, tsp, military_pension, fegli, inherited_ira, other not_started, in_progress, completed, pending_beneficiary_docs