8.5 ESA Plan Details

User can inquire the details of ESA plan using the ESA Plan Details screen.

To inquire the ESA plan details:
  1. On the Home screen, from ESA Services, under Inquiry click ESA Plan Details, or specify the ESA Plan Details in the Search icon bar.
    The ESA Plan Details virtual screen is displayed.

    Figure 8-9 ESA Plan Details


    Description of Figure 8-9 follows
    Description of "Figure 8-9 ESA Plan Details"

  2. Select the appropriate option from the Search by field.
  3. Perform the required action, based on the option selected from the Search by field.
  4. On the ESA Plan Details screen, specify and view the details.
    The existing ESA plan details are displayed.

    Figure 8-10 Existing IRA Plan Details


    Description of Figure 8-10 follows
    Description of "Figure 8-10 Existing IRA Plan Details"

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

    Table 8-5 ESA Plan Details – Field Description

    Field Description
    Search By Users can search for an account number by using any of the available search criteria.

    The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name.

    Other search options available in the Search by field are Customer ID, Tax Identification Number, Mobile Number, and Email.

    A specific customer ID can be searched by providing the customer name or customer ID. If Tax Identification Number, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked.

    For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation.

    Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If Tax Identification Number is chosen as the search criteria, then the adjacent field would display the label as Tax Identification Number.

    Search by Plan Type

    		Select the plan type to initiate the search. The option is:
    • ESA
    Account Number Select the account number to view account specific plan details.

    To view plan details of all accounts linked to the customer ID, select ALL from the drop-down list.

    Plan Details This section displays the ESA plan details.

    Note:

    This section is displayed as the user clicks Search.
    Plan Reference Number Displays the reference number of the ESA plan.
    Contribution Limit Displays the contribution limit amount.
    Balance Details This section displays the balance details.

    Note:

    This section is displayed as the user clicks Search.
    Description Displays the description for the balance details.
    Current Year (<current year>) Displays the balance amount as of current year.
    Previous Year (<previous year>) Displays the balance amount as of previous year.
    Account Under Plan This section displays the account details under ESA plan.

    Note:

    This section is displayed as the user clicks Search.
    Account Number Displays the account number linked to IRA plan.
    Business Product Displays the product type of the account.
    Balance Displays the balance amount.
    Maturity Date Displays the date of maturity.

Parent topic: Inquiry