4.6.1 Add Nominee

You can add a nominee to a TD account.

To add a nominee:

1. In the Nominee Details section, click Add Nominee.
   The Add Nominee section is displayed.

   Figure 4-32 Add Nominee

   
   Description of "Figure 4-32 Add Nominee"
2. You can maintain the required details in the sections displayed. For more information on fields, refer to the field description table.

   Table 4-18 Add Nominee – Field Description

   Field	Description
   Nominee Details	This section displays the fields for capturing the basic nominee details.
   Customer ID	Select or specify the customer ID to default the nominee details for the selected customer.
   Relationship Type	Select the relationship type with the nominee.
   First Name	Specify the nominee's first name.
   Date of Birth	Select or specify the nominee's date of birth.
   Minor	Displays whether the added nominee is a minor or major based on the date of birth selected or specified.
   Address Details	This section displays the fields to capture the nominee's address.
   Default Account Address	Switch to to default the account holder's communcation address specified. Switch to to not to default the account holder's communcation address specified.
   Building	Specify the building of the nominee.
   Street	Specify the street 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.

   • If the added nominee is a minor, you need to add the guardian details:

     Figure 4-33 Guardian Details

     
     Description of "Figure 4-33 Guardian Details"

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

     Table 4-19 Guardian Details – Field Description

     Field	Description
     Customer ID	Select or specify the customer ID to default the guardian details from selected customer.
     Relationship Type	Select the relationship type with the guardian.
     Title	Select a title for the guardian.
     First Name	Specify the guardian's first name.
     Middle Name	Specify the guardian's middle name.
     Last Name	Specify the guardian's last name.
     Address Details	This section displays the fields to capture the guardian's address details.
     Default Address	Select the default address for the guardian. The options are: Nominee: If you select this option, then the guardian address is defaulted from nominee address. Account: If you select this option, then the account holder communication address is defaulted as guardian's address. Note: If requried, you can edit the defaulted address.
     Building	Specify the building of the guardian.
     Street	Specify the street of the guardian.
     City	Specify the city of the guardian.
     State	Specify the state of the guardian.
     Country	Select or specify the country of the guardian.
     Zip Code	Specify the zip code of the guardian.
     Contact Details	This section displays the fields to capture the contact details.
     Mobile Number	Specify the mobile number of the guardian.
     Email ID	Specify the email ID number of the guardian.

3. Click Add Nominee.
   • To add another nominee, you can click Add Another.
   The nominee details are saved and displayed in the Nominee Details section.

   Figure 4-34 Nominee Details

   
   Description of "Figure 4-34 Nominee Details"
4. Click Submit.
   The screen is successfully submitted for authorization.