RoleCode

Description
Role Code

Type : OLI_LU_REL
DescriptionNameValue
Absolute Cession or Assignment (collateral)OLI_REL_ABSCESS73
AccountantOLI_REL_ACCOUNTANT286
Accountant's ClientOLI_REL_ACCOUNTANTCLIENT288
Additional Compensation RecipientOLI_REL_ADDLCOMPRECIPIENT275
Additional HoldingOLI_REL_ADDHOLDING124
Additional Servicing AgentOLI_REL_ADDSERVAGT126
Additional Writing AgentOLI_REL_ADDWRITINGAGENT52
Add To FormOLI_REL_ADDTOFORM118
Adopted ChildOLI_REL_ADOPTCHILD224
Adoptive ParentOLI_REL_ADOPTPARENT223
Adoptive SiblingOLI_REL_ADOPTIVESIBLING306
AdviseeOLI_REL_ADVISEE20
AdvisorOLI_REL_ADVISOR10
Affiliated EntityOLI_REL_AFFILENTITY207
Affiliation with Charitable OrganizationOLI_REL_CHARITY322
Affiliation with CorporationOLI_REL_CORPORATION321
Affiliation with Religious OrganizationOLI_REL_RELIGIOUSORG323
AgencyOLI_REL_AGENCYOF121
AgentOLI_REL_AGENT11
Agent of AgencyOLI_REL_AGENTOF120
All but selfOLI_REL_NOTSELF169
All Relations are acceptableOLI_REL_ALL1000
Alternate HoldingOLI_REL_ALTHOLDING123
Ancillary Holding to Primary HoldingOLI_REL_ANCILLARY253
AnnuitantOLI_REL_ANNUITANT35
Any Relationship is AcceptableOLI_REL_ANY999
ApplicantOLI_REL_APPLICANT96
As AppliedOLI_REL_ASAPPLIED76
As ApprovedOLI_REL_ASAPPROVED77
Assigned AgentOLI_REL_ASSIGNAGENT39
AssigneeOLI_REL_ASSIGNEE145
Assignee BeneficiaryOLI_REL_ASSIGNBENE55
AssignorOLI_REL_ASSIGNOR312
AssistantOLI_REL_ASSISTANT230
AssisteeOLI_REL_ASSISTEE231
AssociatedOLI_REL_ASSOCIATED311
Associate MemberOLI_REL_ASSOCIATEMEMBER284
Attached FormOLI_REL_ATTACHEDFORM105
Attached To FormOLI_REL_ATTACHEDTOFORM117
AttorneyOLI_REL_ATTORNEY287
Attorney's ClientOLI_REL_ATTORNEYCLIENT281
Authentication Challenge/Response Questions PartyOLI_REL_CRFOR265
Authorized PersonOLI_REL_AUTHORIZEDPERSON150
Authorized userOLI_REL_AUTHUSER248
BankerOLI_REL_BANKER115
Banker ofOLI_REL_BANKEROF116
Beneficiary Group MemberOLI_REL_BENEGROUPMEM339
Billing RecipientOLI_REL_BILLRECIPIENT299
Biological ChildOLI_REL_BIOCHILD263
Board MemberOLI_REL_BOARDMEM26
BorrowerOLI_REL_BORROWER293
Broker/DealerOLI_REL_BROKER83
BusinessOLI_REL_BUSINESS156
Business AssociateOLI_REL_BUSINESSASSOCIATE146
Business ContactOLI_REL_BUSCONTACT17
Business Development SpecialistOLI_REL_BDS301
CampaignOLI_REL_CAMPAIGN217
CarrierOLI_REL_CARRIER87
Carrier Case Managed ByOLI_REL_CASEMNGBY239
Carrier Case ManagerOLI_REL_CASEMANAGER235
CaseOLI_REL_CASE243
Ceding Company to Reinsurance CompanyOLI_REL_CEDETOREINSURER141
ChildOLI_REL_CHILD2
Child-in-LawOLI_REL_CHILDINLAW171
Child Not Yet Legally AdoptedOLI_REL_CHILDNOTYETADOPT232
ClaimantOLI_REL_CLAIMANT320
Claim ProcessorOLI_REL_CLAIMPROCESSOR162
ClientOLI_REL_CLIENT21
Collateral AssigneeOLI_REL_COLLASSIGNEE250
Collateral ForOLI_REL_COLLATERALFOR291
Collateralized byOLI_REL_COLLATERALIZEDBY292
Common Law SpouseOLI_REL_COMMLAWSPOUSE173
Co-MortgagorOLI_REL_COMORTGAGOR203
CompanionOLI_REL_COMPANION278
Completed ByOLI_REL_COMPLETEDBY343
ConservatorOLI_REL_CONSERVATOR205
Consignee AgentOLI_REL_CONSIGNEEAGENT51
Contact w/ BusinessOLI_REL_CONTACTWBUS22
Contingent AnnuitantOLI_REL_CONTINGENTANNUITANT153
Contingent BeneficiaryOLI_REL_CONTGNTBENE36
Contingent OwnerOLI_REL_CONTGTOWNER177
Contract Distributor / MGAOLI_REL_DISTRIBUTOR303
Controlling PersonOLI_REL_CNTRLINGPERS341
Controlling Person of EntityOLI_REL_CNTRLINGOFENT342
ConvertedOLI_REL_CONVERTED166
Converted ToOLI_REL_CONVERTEDTO167
Coordinator of BenefitsOLI_REL_COB300
Counter signing AgentOLI_REL_COUNTERAGENT95
CousinOLI_REL_COUSIN211
Cousin-in-lawOLI_REL_COUSININLAW329
Coverage InsuredOLI_REL_COVINSURED33
Coverage Joint InsuredOLI_REL_COVJTINSURED350
Coverage Primary AgentOLI_REL_COVPRIMARYAGENT251
Coverage Servicing AgentOLI_REL_COVSERVAGENT252
CreditorOLI_REL_CREDITOR109
Creditor OfOLI_REL_CREDITOROF110
CuratorOLI_REL_CURATOR70
CustodianOLI_REL_CUSTODIAN57
DecedentOLI_REL_DECEDENT310
DependentOLI_REL_DEPENDENT40
DepositorOLI_REL_DEPOSITOR149
Designated/Responsible Officer/Director (not Owner/Partner)OLI_REL_DESRESPDIR210
Designated/Responsible Owner/Partner (not Officer/Director)OLI_REL_DESRESPOFF209
Designated/Responsible ProducerOLI_REL_DESRESPPROD208
Detached OfficeOLI_REL_DETOFFICE216
Disabled Adult Dependent OLI_REL_DISADULTDEP304
Disabled Adult ProviderOLI_REL_DISADULTPROV305
DistributionAgreementOLI_REL_DISTRIBAGMT313
Distributor Case Managed ByOLI_REL_DISTCASEMNGBY346
Distributor Case ManagerOLI_REL_DISTCASEMANAGER345
Dividend PayeeOLI_REL_DIVPAY227
Domestic PartnerOLI_REL_DOMPART15
EmployeeOLI_REL_EMPLOYEE6
EmployerOLI_REL_EMPLOYER7
ExchangedOLI_REL_EXCHANGED67
Exchanged For (previously named "Exchanged By")OLI_REL_EXCHANGEDBY68
Existing Holding WithOLI_REL_EXISTINGWITH294
Experience GroupOLI_REL_EXPGROUP218
FamilyOLI_REL_FAMILY5
FiancéeOLI_REL_FIANCEE111
Field WholesalerOLI_REL_WHOLE_FIELD295
Financed ByOLI_REL_FINANCEDBY353
Financed ForOLI_REL_FINANCINGFOR354
Former Business AssociateOLI_REL_FORMERBUSASSOCIATE327
Former Child-in-lawOLI_REL_FORMERCHILDINLAW328
Former Employer due to RetirementOLI_REL_RETIRINGEMP178
Former Parent-in-lawOLI_REL_FORMERPARENTINLAW336
Former Sibling-in-lawOLI_REL_FORMERSIBLINGINLAW326
Former SpouseOLI_REL_FORMERSPOUSE174
Former Step ChildOLI_REL_FORMERSTEPCHILD331
Former Step ParentOLI_REL_FORMERSTEPPARENT330
Former Step SiblingOLI_REL_FORMERSTEPSIBLING332
Form ForOLI_REL_FORMFOR107
Form PreparerOLI_REL_FORMPREPARER259
Foster ChildOLI_REL_FOSTERCHILD134
Foster ParentOLI_REL_FOSTERPARENT135
Foster SiblingOLI_REL_FOSTERSIBLING136
FriendOLI_REL_FRIEND14
Fulfilled ByOLI_REL_FULFILLEDBY100
FulfillsOLI_REL_FULFILLS99
Funeral ParlourOLI_REL_PARLOUR277
General AgentOLI_REL_GENAGENT48
God ChildOLI_REL_GODCHILD137
God ParentOLI_REL_GODPARENT138
Government AllotterOLI_REL_GOVTALLOTTER220
GrandchildOLI_REL_GRANDCHILD93
Grandchild-in-lawOLI_REL_GRANDCHILDINLAW333
Grandchild of SiblingOLI_REL_SIBLINGSGRANDCHILD308
GrandparentOLI_REL_GRANDPARENT92
GranteeOLI_REL_GRANTEE238
GrantorOLI_REL_GRANTOR236
Great GrandchildOLI_REL_GREATGRANDCHILD132
Great GrandparentOLI_REL_GREATGRANDPARENT133
GroupOLI_REL_GROUP28
Group ContactOLI_REL_GRPCONTACT29
Group MemberOLI_REL_GRPMEMBER30
Half SiblingOLI_REL_HALFSIBLING170
Health InsurerOLI_REL_HLTHINSURER80
HeirOLI_REL_HEIR319
HitOLI_REL_HIT1001
Holding CompanyOLI_REL_HOLDINGCO88
Holding is Part of a Structured Settlement CaseOLI_REL_SETTLEMENTCASE256
Home OfficeOLI_REL_HOMEOFFICE213
HouseholdOLI_REL_HOUSEHOLD18
Household HeadOLI_REL_HHHEAD23
Household MemberOLI_REL_HHMEMBER24
Included FormOLI_REL_INCLUDEFORM106
InformantOLI_REL_INFORMANT276
Informed onOLI_REL_INFORMEDON348
InsuredOLI_REL_INSURED32
IntermediaryOLI_REL_INTERMEDIARY104
Internal WholesalerOLI_REL_WHOLE_INTERNAL296
InterpreteeOLI_REL_LNGINTRPRTE242
InvestorOLI_REL_INVESTOR74
Joint AnnuitantOLI_REL_JOINTANNUITANT183
Joint InsuredOLI_REL_JOINTINSURED189
Joint Marketing AgreementOLI_REL_JOINTMKTGAGMT81
Joint OwnerOLI_REL_JOINTOWNER184
Language InterpreterOLI_REL_LNGINTRPRTR237
Legal GuardianOLI_REL_LEGALGUARD27
Legal InterestOLI_REL_LEGALINTEREST285
Legal WardOLI_REL_LEGALWARD179
Managed OfficeOLI_REL_MANAGEDOFFICE283
Managing OfficeOLI_REL_MANAGINGOFFICE282
Marketing TeamOLI_REL_MARKETINGTEAM261
May SellOLI_REL_MAYSELL163
Medical Declaration ProviderOLI_REL_MEDDECPROV309
Medical ProviderOLI_REL_MEDPROVIDER102
MemberOLI_REL_MEMBER75
MentorOLI_REL_MENTOR279
Mentored ByOLI_REL_MENTOREDBY280
National Marketing OrganizationOLI_REL_NMO204
New to Old AddressOLI_REL_ADDROLDTONEW180
NominatorOLI_REL_NOMINATOR13
Nominee NameOLI_REL_NOMINEE103
Non RelativeOLI_REL_NONRELATIVE160
Notary PublicOLI_REL_NOTARYPUBLIC244
Not Yet Legally Adoptive ParentOLI_REL_NOTYETADOPTPARENT349
Operations Account ManagerOLI_REL_ACT_MANAGER_OPS298
Original HoldingOLI_REL_ORIGINALHOLDING122
Original to Additional HoldingOLI_REL_ORIGADDHOLDING125
OriginatorOLI_REL_ORIGINATOR43
OtherOLI_OTHER2147483647
Owned ByOLI_REL_OWNEDBY25
OwnerOLI_REL_OWNER8
Owner's (or Joint Owner's) BeneficiaryOLI_REL_OWNBENE191
Owner's (or Joint Owner's) Contingent BeneficiaryOLI_REL_OWNCONTBENE192
Package ComponentOLI_REL_PCKCOMPONENT50
Package HolderOLI_REL_PCKHOLDER49
Paramed CompanyOLI_REL_PMEDCO90
Paramedical ExaminerOLI_REL_PMEDEXAMINER84
ParentOLI_REL_PARENT3
Parent's SiblingOLI_REL_PARENTSSIBLING198
Parents-in-lawOLI_REL_PARENTINLAW139
Participating EmployerOLI_REL_PARTEMPLOYER316
PartnerOLI_REL_PARTNER9
PatientOLI_REL_PATIENT42
PayeeOLI_RELPAYEE119
PayerOLI_REL_PAYER31
Payment Receiving AgencyOLI_REL_PAYRECAGENCY221
PerformerOLI_REL_PERFORMER45
Physical TherapistOLI_REL_PHYSICALTHERAPIST245
PhysicianOLI_REL_PHYSICIAN41
Plan AdministratorOLI_REL_PLANADMIN193
Plan ParticipantOLI_REL_PLANPARTICIPANT148
Plan SponsorOLI_REL_PLANSPONSOR54
Populated FormOLI_REL_POPFORM344
Power of AttorneyOLI_REL_POWEROFATTRNY113
Power of Attorney For xxxOLI_REL_POWEROFATTRNYFOR114
Previous Owner of a Re-traded policyOLI_REL_RETRADED_OWNER314
Primary BeneficiaryOLI_REL_BENEFICIARY34
Primary ContactOLI_REL_PRIMCONTACT260
Primary Holding for a CollectionOLI_REL_PRIMARY144
Primary Holding for one or more Ancillary HoldingsOLI_REL_ANCILLARYPARENT254
Primary PhysicianOLI_REL_PRIMPHYSICIAN58
Primary Servicing AgentOLI_REL_SERVAGENT38
Primary Writing AgentOLI_REL_PRIMAGENT37
Prior ClientOLI_REL_PRIORCLIENT234
Product SpecialistOLI_REL_PRODSPEC302
PVT Met Dental ProviderOLI_REL_DENTAL_PROVIDER152
Pvt Met Multiple Birth SiblingOLI_REL_MULTIBIRTHSIBLING165
PVT Met Part of a Multi-RelationshipOLI_REL_MULTREL161
PVT Vallue Writing agentOLI_REL_AGENTWRIT181
Qualified AdultOLI_REL_QUALADLT128
RecipientOLI_REL_RECIPIENT241
Record KeeperOLI_REL_RECORDKEEPER318
RecruiteeOLI_REL_RECRUITEE185
RecruiterOLI_REL_RECRUITER186
ReferenceOLI_REL_REFERENCE289
Reference forOLI_REL_REFERENCEFOR290
ReferralOLI_REL_REFERRAL12
Regional AgentOLI_REL_REGAGENT53
Regional OfficeOLI_REL_REGIONALOFFICE212
Regional Sales ManagerOLI_REL_SALES_MANAGER_REG297
Registered Investment AdvisorOLI_REL_RIA257
Registered RepresentativeOLI_REL_REGREP82
Reinsurance Company to RetrocessionaireOLI_REL_REINSURERTORETRO142
Reinsurer to CedentOLI_REL_REINSURERTOCEDE214
ReplacedOLI_REL_REPLACED63
Replaced byOLI_REL_REPLACEDBY64
Reported ByOLI_REL_REPORTEDBY340
Requested ByOLI_REL_REQUESTEDBY91
RequestorOLI_REL_REQUESTOR97
Response PartyOLI_REL_RESPONSEPARTY262
RetireeOLI_REL_RETIREE164
Retirement FundOLI_REL_RETIREMENTFUND315
Retrocessionnaire to ReinsurerOLI_REL_RETROTOREINSURER215
Rolled intoOLI_REL_ROLLEDINTO66
RolloverOLI_REL_ROLLOVER65
Romantic Interest of some kindOLI_REL_ROMANTICINTEREST158
RoommateOLI_REL_ROOMMATE16
Scenario ParticipantOLI_REL_SCENPART101
Security Cession or Assignment (collateral)OLI_REL_SECCESS72
SelfOLI_REL_SELF168
Service Provider Case Managed ByOLI_REL_SERVICEPROVCASEMNGBY351
Service Provider Case ManagerOLI_REL_SERVICEPROVIDERCASEMGR352
ServicerOLI_REL_SERVICER130
Servicing AgencyOLI_REL_SERVAGENCY154
Settlement InformationOLI_REL_SETTLEMENT194
ShareholderOLI_REL_SHAREHOLDER71
SiblingOLI_REL_SIBLING4
Sibling's ChildOLI_REL_SIBLINGSCHILD199
Sibling-in-LawOLI_REL_SIBINLAW196
Sibling of GrandparentOLI_REL_SIBLINGOFGRANDPARENT307
Signing OfficerOLI_REL_SIGNINGOFFICER108
Signing PartyOLI_REL_SIGNINGPARTY347
Skilled NurseOLI_REL_SKILLEDNURSE246
Specific Coverage to Reinsurance CarrierOLI_REL_COVERTOREINSURER143
SpouseOLI_REL_SPOUSE1
Step-ChildOLI_REL_STEPCHILD94
Step Child-in-lawOLI_REL_STEPCHILDINLAW334
Step ParentOLI_REL_STEPPARENT131
Step Parent-in-lawOLI_REL_STEPPARENTINLAW335
Step-SiblingOLI_REL_STEPSIBLING172
SubmitterOLI_REL_SUBMITTER258
Subordinate AgentOLI_REL_SUBORDAGENT47
Subordinate OfficeOLI_REL_SUBORDOFC86
Subsidiary CompanyOLI_REL_SUBSIDIARYCO89
Succeeding BeneficiaryOLI_REL_SUCCEEDBENE247
Successor CustodianOLI_REL_SUCCESSORCUSTODIAN228
Successor GuardianOLI_REL_SUCCESSORGUARDIAN337
Successor OwnerOLI_REL_SUCCESSOR_OWNER78
Suitability and Compliance ReviewerOLI_REL_REVIEWER255
Superior AgentOLI_REL_SUPERIORAGENT46
Superior OfficeOLI_REL_SUPOFC85
Supervised PersonOLI_REL_SUPERVISEDPERSON325
SupervisorOLI_REL_SUPERVISOR324
Surrendering administration carrier for exchanged policyOLI_REL_SURRCARRIER187
TargetOLI_REL_TARGET44
TaskOLI_REL_TASK240
Tertiary BeneficiaryOLI_REL_TERTBENE56
Third Party DesigneeOLI_REL_3RDPARTYDESIGNEE127
Trusted ContactOLI_REL_TRUSTEDCONTACT355
TrusteeOLI_REL_TRUSTEE69
Trusteed IncompetentOLI_REL_TRUSTEEDINCOMP62
Trusteed MinorOLI_REL_TRUSTEEDMINOR60
Trustee of IncompetentOLI_REL_TRUSTEEINCOMP61
Trustee of MinorOLI_REL_TRUSTEEMINOR59
TryOLI_REL_TRY1002
Unborn ChildOLI_REL_UNBORN264
UnderwriterOLI_REL_UNDERWRITER112
UnknownOLI_UNKNOWN0
WardOLI_REL_WARD317
Writing AgencyOLI_REL_AGENCYWRIT182

Definition
The role of the related Party. Can be used alone or in conjunction with RoleCodeDesc to identify and/or describe the role of the related Party. RoleCode provides a higher level of description than RoleCodeDesc.

Parents
HHFamilyInsurance