4.3.1 Maintain Joint Holder Details

You can add, edit, or delete a joint holder of a CASA account. Also, you can covert a joint holder account to single holder account.

To maintain the joint holder details:

1. From the Joint Holder Maintenance screen, perform any of the following actions as required:
   • Add Joint Holder
     1. Select the Jointly option from the Mode of Operation field.
     2. In the Joint Holder Details section, click Add Joint Holder.

        The Add Joint Holder Details section is displayed.

        Figure 4-7 Add Joint Holder Details

        
        Description of "Figure 4-7 Add Joint Holder Details"
     3. You can maintain the required details in this section. For more information on fields, refer to the field description table.

        Table 4-5 Add Joint Holder – Field Description

        Field	Description
        Customer Number	Select or specify the customer number to be added as joint holder.
        Customer Name	Displays the customer name for the customer number selected.
        Joint Holder Type	Select the type of joint holder to be added to the account.
        Start Date	Select or specify the date from which the joint holder will be applicable to the account.
        End Date	Select or specify the date till which the joint holder will be applicable to the account.

     4. Click Add.
        • You can add multiple joint holders to the account by clicking Add Another.

        The added joint holder details are displayed in the Joint Holder Details section.

        Figure 4-8 Joint Holder Details

        
        Description of "Figure 4-8 Joint Holder Details"
   • Edit Joint Holder Details
     1. In the Joint Holder Details section, click the icon, from the Actions field.

        The Edit Joint Holder Details section is displayed.

        Figure 4-9 Edit Joint Holder Details

        
        Description of "Figure 4-9 Edit Joint Holder Details"
     2. You can update the joint holder details as required. The fields are same as displayed in the Add Joint Holder Details section. For more information, refer Add Joint Holder.
2. Click Submit.