3.4 Nominee Details Update

This topic describes the systematic instruction to update nominee details.

1. On the Homepage, from Account Services, under Maintenance, click Nominee Details Update, or specify the Nominee Details Update in the Search icon bar.
   Nominee Details Updatescreen is displayed.

   Note:

   The fields which are marked in asterisk blue are mandatory.

   Figure 3-5 Nominee Details Update

   
   Description of "Figure 3-5 Nominee Details Update"
2. On Update Nominee Details screen, specify the fields
   For more information on fields, refer to the field description table.

   Table 3-5 Update Nominee Details - Field Description

   Field	Description
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and clicking on the Fetch button. When users enter the account number, the customer information is displayed.
   Account Name	Account Name is displayed by default based on the account selected.

3. When user input account number, the system displays existing nominee details if any or the system displays an information message as Nominee does not exists.
   Nominee Details screen is displayed.

   Figure 3-6 Nominee Details

   
   Description of "Figure 3-6 Nominee Details"

   Figure 3-7 No Nominee Details

   
   Description of "Figure 3-7 No Nominee Details"
4. After the input of account number, the existing nominee are displayed in list view format and the below nominee details are displayed:
   1. Nominee Name
   2. Relation Type
   3. Date of Birth
   4. Minor
   5. Guardian
5. To create a new nominee details, click icon.
   Nominee Details pop-up window is displayed.

   Figure 3-8 Nominee Details

   
   Description of "Figure 3-8 Nominee Details"
6. On Nominee Details pop up window, specify the fields.
   For more information on fields, refer to the field description table.

   Table 3-6 Nominee Details - Field Description

   Field	Description
   Customer ID	When the nominee is an existing customer, the below details are defaulted by selecting the customer ID. Title Name Date of Birth Address Details Enter the Customer ID or click the search icon to view the Customer ID pop-up window. By default, this window lists all the Customer ID’s present in the system. You can search for a specific Customer ID by providing Customer ID or Customer Name and click on the Fetch button.
   Nominee Details	Users can capture the nominee details: Name - Specify the First Name. Relation Type - Specify the Relation Type from the drop-down list. Date of Birth - Specify the Date of birth Minor - Based on the date of birth, the system derives whether the customer is minor or major. Default Account Address - If the Account address and nominee address is the same, the user can default the account address nominee address by enabling the 'Default Account Address' toggle button. Building - Specify the Nominee building Street - Specify the Nominee Street City - Specify the nominee city. State - Specify the nominee State. Zip Code - Specify the nominee Zip Code
   Edit Icon	Users can edit the existing nominee details by a click on the Edit icon. A pop-up window displays with existing nominee details, and the user can edit the details.
   Delete Icon	Users can remove the existing nominee by a click on the Delete icon, while removing the existing nominee system will get a confirmation from the user Do you want to remove this nominee?

7. Guardian details are enabled if the nominee is a minor.

   Figure 3-9 Guardian Details

   
   Description of "Figure 3-9 Guardian Details"

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

   Table 3-7 Guardian Details - Field Description

   Field	Description
   Name	Specify the Name.
   Relation Type	Specify the Relation Type from the drop-down list.
   Building	Specify the Guardian building
   Street	Specify the Guardian Street
   City	Specify the Guardian city.
   State	Specify the Guardian State.
   Zip Code	Specify the Guardian Zip Code.