1.2.1 Create Joint Holder Type

This topic explains the systematic instructions to create joint holder type.

1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click Joint Holder Type.
2. Under Joint Holder Type, click Create Joint Holder Type.
   The Create Joint Holder Type screen displays.

   Figure 1-16 Create Joint Holder Type

   
   

   
   Description of "Figure 1-16 Create Joint Holder Type"

   
   
3. Specify the fields on Create Joint Holder Type screen.

   For more information on fields, refer to the field description table below.

   Table 1-16 Create Joint Holder Type - Field Description

   Field	Description
   Joint Holder Type Code	Specify the joint holder type code which is unique code. The values are between 1 and 99.
   Description	Specify the description of the joint holder. For Example: Guardian, Custodian, etc.

4. After specifying all the details, click Save to complete the steps. Or, click Cancel to exit without saving.