5.1.4 Additional Details

You can add joint holder details and nominee details in the Additional Details tab.

The prerequisites are as follows:

1. Add the simulation details. For more information, refer Simulation.
2. Specify the payin details. For more information, refer to Payin Details.
3. Specify the payout details. For more information, refer to Payout Details.

To add the additional details:

Note:

The fields, which are marked with an asterisk, are mandatory.

1. In the Additional Details tab, you can add or maintain the details for the joint and nominee.
   The existing details of the customer is displayed in the Additional Details tab.

   Figure 5-11 Additional Details

   
   Description of "Figure 5-11 Additional Details"
2. In the Additional Details tab, maintain the details as required.For more information on fields, refer to the field description table.

   Table 5-7 Additional Details – Field Description

   Field	Description
   Add Joint Holders	This section displays the fields to add the joint holder details. For more information on this section, refer Add Joint Holders.
   Add Nominee Details	This section displays the fields to add the nominee details. For more information on this section, refer Add Nominee Details.
   Deposit Account Description	Displays the description of the deposit account to be created. Note: You can edit the description if required. To enable the field, click the Modify link displayed next to the field.

   Note:

   You can add multiple nominees, but the total percentage should not exceed 100.
   • Add Joint Holders
   1. Click the icon.
      The details in the Add Joint Holders section are enabled.

      Figure 5-12 Add Joint Holders

      
      Description of "Figure 5-12 Add Joint Holders"
   2. In the Add Joint Holders section, maintain the required details. For more information on fields, refer to the field description table.

      Table 5-8 TD Account Opening - Additional Details - Add Joint Holder Details – Field Description

      Field	Description
      Mode Of Operation	Displays the mode of operation selected for the deposit. Note: This field is enabled, if you click the icon. The options are: Jointly Either Anyone or Survivor Former or Survivor Mandate Holder
      Customer ID	Select the customer ID to be added as joint holder. Note: This field is enabled, if you click the icon from the Action field.
      Customer Name	Displays the customer name for the selected customer ID.
      Joint Holder Type	Select the type for the joint holder. The options are: Authorized Signatory Customer Contact Person Custodian Developer Gaurantor Guardian Joint and First Joint and Other Joint or First Joint or Other Nominee Related for Enquiry Solicitor Sole Owner Third Party Trustee Valuer Power of Attorney Others Note: This field is enabled, if you click the icon from the Action field.
      Action	Click the icon to edit the details. Click the icon to delete the details. Click the icon to confirm the edits.

   • Add Nominee Details
   1. Click the icon.
      The Nominee Details section is displayed.

      Figure 5-13 Nominee Details

      
      Description of "Figure 5-13 Nominee Details"

      Note:

      You can specify or select details in one section at a time. To add or view the details in the other section, click the icon.
   2. In the Nominee Details section, maintain the required details. For more information on fields, refer to the field description table.

      Table 5-9 TD Account Opening - Additional Details - Add Nominee Details – Field Description

      Field	Description
      Nominee Details	This section displays fields to add the nominee details.
      Title	Select the title of the nominee. The options are: Mr. Miss. Mrs. Dr. Mis.
      First Name	Specify the first name of the nominee.
      Middle Name	Specify the middle name of the nominee.
      Last Name	Specify the last name of the nominee.
      Relation Type	Specify the relation to the account holder. The options are: Father Mother Son Spouse Daughter
      Date of Birth	Select or specify the date of birth of the nominee.
      Minor	Based on the date of birth specified, this field is updated.
      Percentage	Select or specify the percentage of the nomination.
      Address and Contact Details	This section displays the fields to add the address and contact details of the nominee.
      Building	Specify the building of the nominee.
      Street	Specify the street of the nominee.
      Locality	Specify the locality of the nominee.
      City	Specify the city of the nominee.
      State	Specify the state of the nominee.
      Country	Select or specify the country of the nominee.
      Zip Code	Specify the zip code of the nominee.
      Contact Details	This section displays the fields to add the contact details of the nominee.
      Email	Specify the email ID of the nominee.
      Mobile	Specify the mobile number of the nominee.
      Phone	Specify the phone number of the nominee.
      Guardian Details	This section displays Note: This section is displayed if you switch to from the Minor field. Also, the fields in this section are same as mentioned in the above Nominee Details, Address and Contact Details section.

   3. Click Save.
      Once the nominee details are saved, the details are displayed in form of a summary in table.

      Figure 5-14 Nominee Summary

      
      Description of "Figure 5-14 Nominee Summary"

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

      Table 5-10 TD Account Opening - Additional Details - Add Nominee Details - Summary – Field Description

      Field	Description
      <Name>	Display the name of the nominee added.
      Relation Type	Display the relation type of the nominee.
      Date of Birth	Display the date of birth of the nominee.
      Percentage	Display the percentage of the nominee.
      Minor	Displays whether the nominee is a minor.
      Guardian	Display the name of the guardian. Note: The name of the guardian is displayed, if the nominee is a minor.

      • To edit the summary, click the icon.
      • To delete the nominee, click the icon.
3. Click Submit.
   The screen is successfully submitted for authorization.