Managing Owners

You can change the owners associated with deposit accounts. The owner type is set on the Deposit Account Information tab when setting up the deposit account.

You can set primary owners or add additional owners. At least one owner must be a primary owner.

You can manage ownership on the Deposit Account page, on the Owners tab.

Changing Ownership

1. Select Billing and Payment > Deposit Accounts.

2. On the Deposit Accounts page, click Owners in the left hand navigation.

3. Click the row for the current owner if you want to revise existing information.

4. Click Change Ownership to replace or add an additional owner.

5. If you choose Replace Owner, select an Inactive Reason Code, enter any comments, select an Account Owner Type, then click Assign to choose a new owner.

6. If you choose Additional Owner, select the Account Owner Type and click Assign to choose a new owner.