9.1.5 Add Rollover Details
The Rollover Details data segment is used to add the parameters for auto-renewal of the TD account.
-
Make sure that the deposit details are added to the TD Account Opening screen. For more information, refer to TD Account Opening.
-
Specify the funding details. For more information, refer to Add Funding Details.
-
Specify the details of the joint holders. For more information, refer to Add Joint Holders Details.
-
Specify the payout details. For more information, refer to Add Payout Details.
-
Specify the interest details. For more information, refer to Add Interest Details.
-
After you specify the interest details, click on the Rollover Details data segment.
Note:
The fields marked as Required are mandatory.Table 9-6 Rollover Detail - Field Description
Field | Description |
---|---|
Renewal Option |
Specify the renewal option from the following drop-down
values:
Note: This field is mandatory to input if auto-renewal is selected. |
Renewal Type |
Specify the renewal type from the following drop-down
values:
Note: This field is mandatory to input if auto-renewal is selected. |
Renewal Amount |
Specify the renewal amount and renewal currency.
Note: The renewal currency is displayed as a deposit currency. |
Renewal Tenor |
Specify the renewal tenor in days/months/year. |
Parent topic: TD Account Opening