Owner Relationship and Type Codes

In the future, we will begin reviewing the owner relationships on co-owned accounts to make sure they make sense.  For example, you cannot have two owners on an account and make them both SO for Sole Owner.  You cannot mix Sole Owner with any other code on a co-owned account, because a co-owned account cannot have either owner as the "sole" owner.  If you do not understand why a file has been returned to you due to this type of error, please contact us at or call 804-225-2547 to discuss.

 Property Type Codes

  Addition and Withholdings Type Codes

  Banned Relationship Code Combinations