- Retail Accounts User Guide (US Regionalization)
- Operations
- Maintenance
- Nominee Details Update
2.4.3 Nominee Details Update
You can modify the existing nominee details, add a new nominee, and delete the existing nominee details added to an account using this screen.
To update nominee details:
- On the Home screen, from the Retail Account
Services mega menu, under Maintenance,
click Nominee or specify Nominee
in the search icon bar and select the screen.
The Nominee Details Update screen is displayed.
- Click the Search icon or specify the account number in
the Account Number field, and press
Enter or Tab.The details are displayed in the screen.
- In the Nominee Details section, you can view the details
of the nominee if already added to the account. For more information on fields, refer to the field description
table.
Table 2-11 Nominee Details Update – Field Description
Field Description Account Number
Click the Search icon and select the account number or specify the account number to update the nominee details. Note:
- The customer information is displayed at the right of the screen.
Amount Name
Displays the name of the account holder for the selected account number. Nominee Details
This section displays the details of the nominee added to the CASA account. Note:
For information on adding a nominee, refer Add Nominee.Nominee Name Displays the name of the nominee added. Relation Type Displays the relationship of the nominee. Date of Birth Displays the nominee's date of birth. Minor Displays whether the nominee is a minor. Guardian Displays the name of the guardian, if the nominee is a minor. Actions Displays the following icons to perform the action: - View: For information on this action, refer View Nominee Details.
- Edit: For information on this action, refer Edit Nominee Details.
- Delete: If you click this icon, then a confirmation message is displayed that the nominee details will not be recovered. To proceed with deletion, you need to click Delete.
- Click Submit.The screen is successfully submitted for authorization.
- Add Nominee
You can add a nominee to a CASA account. - View Nominee Details
You can view the details of the nominee added to a CASA account. - Edit Nominee Details
You can edit the nominee details that are already added to a CASA account.
Parent topic: Maintenance