1.1.10 Retail Accounts and Retail Deposits (Servicing)

This topic provides the release highlights for Retail Accounts.

Following are the highlights for the current release:

Generic Enhancements

• Cross Branch Support for Servicing Operations
• SSN to TIN change in multi-search criteria panel

Education Savings Account (ESA)

• Introduced new menu and related screens for ESA.

Retail Accounts

• Enhanced the following screens:
  • Account Closure
  • Garnishment
  • Joint Holder
  • Beneficiary Details Update

Retail Deposits

Enhanced the following screens:

• Certificate of Deposit Account Opening
• Deposit 360
• Redemption
• Create Amount Block
• Joint Holder
• Beneficiary Details Update
• Payout Modification
• View and Modify Amount Block

IRA Services

Introduced the following new screens:

• Internal Transfer
• Rollover

Enhanced the following screens:

• IRA 360
• Deposit Account Opening
• Create Amount Block
• View and Modify Amount Block
• Beneficiary Details Update
• Contributions and Distributions
• Trustee to Trustee transfer
• Deposit Account Opening
• Payout Modification