1.7 Personal Information

This topic describes the section of the application form where you provide your personal information.

You can opt to upload your ID proof so as to have your information pre-populated on the basis of the ID document.

In the case of joint applications, the personal information of both applicants i.e. the primary applicant as well as the joint applicant will need to be captured. There will be two separate sections to capture this information of each applicant, which will have headers as Primary Applicant – Personal, Joint Applicant – Personal, respectively.

Figure 1-10 Personal Information - Basic Details

Description of "Figure 1-10 Personal Information - Basic Details"

Note:

The fields which are marked as Required are mandatory.

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

Table 1-8 Personal Information - Basic Details - Field Description

Field Name	Description
Upload documents to prefill this section	Click this link to upload an ID proof document so as to auto fill this section with the information available in your ID proof. These documents will also serve to support your application.
View list of supporting documents	Click on the link to view the documents supported for this section to be prefilled with data.
Basic Details
Title	The salutation/title applicable to you. Examples of salutation are Mr., Mrs., Dr. etc.
First Name	Your first name.
Middle Name	Your middle name, if applicable.
Last name	Your last name.
Suffix	Your suffix, if applicable. Examples are Jr, Sr, I, II, etc.
Date of Birth	Your date of birth. The system validates your date of birth against your state of residence (as identified on the basis of zip code entered in the zip code modal window) so as to identify whether you have attained age of majority as per your state specifications. The format of the date should be MM/DD/YYYY.
Citizenship	The country of your citizenship
Citizenship Status	In case applicant is not a citizen of the United States of America, he/she is required to identify whether he/she is a resident alien or non-resident alien. The options are: Resident Alien Non-Resident Alien This field is displayed only if any country other than United States is selected in the Citizenship field. In case Non-Resident Alien is selected, an error message will be displayed stating that you will not be allowed to proceed with the application online. Only U.S. citizens or resident aliens will be able to submit online applications.
Country of Birth	The country in which you were born.
Gender	The gender with which you identify. The options are: Male Female Other Do not wish to disclose
Marital Status	Your marital status. The options are: Legally Separated Married Unmarried Widow

1. Click on Upload documents to prefill this section option to upload the supporting documents to prefill the section.
2. In the Basic Details section, enter the required details.
   1. From the Title list, select the title that applies to you.
   2. In the First Name field, enter your first name.
   3. In the Middle Name field, enter your middle name, if applicable.
   4. In the Last Name field, enter your last name.
   5. From the Suffix list, select the suffix, if applicable
   6. From the Date of Birth date picker, select your date of birth of yours.
   7. In the Citizenship list, select the country of which the applicant is a citizen.
   8. From the Citizenship Status list, select the status of the citizenship in case you are not a citizen of the United States of America.
   9. From the Country of Birth field, select the country in which you were born.
   10. From the Gender list, select your gender.
   11. In the Are you a public figure or associated with a public figure? field, specify whether you are a politically exposed person or related to a politically exposed person.
3. Click Continue to move to next sub section.
   The Identity sub section appears.
4. In the Identity sub section, enterd the required details.

   Figure 1-11 Personal Information - Identity

   
   

   
   Description of "Figure 1-11 Personal Information - Identity"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 1-9 Personal Information - Identity - Field Description

   Field Name	Description
   Identity
   Social Security Number	Your Social Security Number (SSN) for tax identification purposes. Your Social Security Number is a 9 digit number issued by the U.S. government to U.S. citizens, permanent residents and temporary residents for taxation and other purposes. The format of the SSN number should be xxx-xx-xxxx.
   Identification Type	The type of identification that you wish to provide as proof of identity. The options are: Passport Driving License
   Issuing State	The state/territory in which the specified ID was issued.
   ID Number	Your identity number of the proof of identity selected.
   Valid Till	The date till which the identification document is valid.

   1. In the Social Security Number field, enter your Social Security Number (SSN) for tax identification purposes.
   2. From the Identification Type list, select an identification document which you would like to provide as proof of identity.
   3. From the Issuing State list, select state/territory in which the specified ID was issued.
   4. In the ID Number field, enter the identity number of the proof of identity selected.
   5. From the Valid till date picker, select the date till which the identification document is valid , if required.
5. Click Continue to move to next sub section.
   The Contact sub section appears.
6. In the Contact sub section,enterd the required details.

   Figure 1-12 Personal Information - Contact

   
   

   
   Description of "Figure 1-12 Personal Information - Contact"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 1-10 Personal Information - Contact - Field Description

   Field Name	Description
   Contact
   Home Address	Enter your home/residential address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
   Home Address Overlay	This overlay is displayed when you click on the Click Here link available under the Home Address field. On this overlay, you can enter your address line by.
   House/Unit Number	Your house or unit number.
   Building Name	Enter the building name of your home address.
   Street	Specify the street address of your home address.
   Locality	Specify the locality in which your home address is located.
   Zip Code	The zip code as entered in the modal window at the time of product category selection, will be displayed here. You can edit the zip code as required.
   City	The city in which your home address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
   State	The state in which your home address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
   Country	Value as United States will be displayed and cannot be modified.
   Is your mailing address the same as above?	Identify if your mailing address is the same as the home address entered. The options are: Yes No
   Add Mailing Address	Your mailing address. This option will appear only if you have selected option No under the Is the mailing address the same as above? field.
   Mailing Address	Enter your mailing address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
   Mailing Address Overlay	This overlay is displayed when you click on the Click Here link available under the Mailing Address field. On this overlay, you can enter your mailing address line by line.
   House/Unit Number	The house or unit number of your mailing address.
   Building Name	Enter the building name of your mailing address.
   Street	Specify the street address of your mailing address.
   Locality	Specify the locality in which your mailing address is located.
   Zip Code	The zip code as entered in the modal window at the time of product category selection, will be displayed here. You can edit the zip code as required.
   City	The city in which your mailing address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
   State	The state in which your mailing address is located. This value will be displayed based on the zip code entered. You can modify the value as required.
   Country	Value as United States will be displayed and cannot be modified.
   Email ID	Your email ID.
   Mobile Number	Displays the mobile number that you had entered on the mobile verification page.
   Alternate Number	Enter an alternate number through which the bank can contact you. This field is optional.

   Perform one of the following actions:

   • In the Home Address field, enter your home address.
   • Click on the Click Here link provided under theHome Address field to invoke the overlay on which you can enter your address line by line.

     If you have clicked the Click Here link, the Home Address overlay is displayed. You can specify your home address as follows:

     1. In the House/Unit Number field, enter your house or flat number.
     2. In the Building Name field, enter the building/house name of your permanent address, if applicable.
     3. In the Street field, enter the name of the street on which your permanent address is located.
     4. In the Locality field, enter the locality in which your permanent address is located.
     5. In the Zip Code field, enter the zip code of your permanent address.
     6. In the City field, specify the city in which your home address is located.
     7. From the State field, select the state in which your home address is located.
     8. Click the Add button to add the address.

        The Personal Information page displays the newly added address.

   • In the Is your mailing address the same as above? field, select the option of choice;

     Perform one of the following actions:

     • If you select No;
       Perform one of the following actions:

       • In the Mailing Address field, enter your mailing address.
       • Click on the Click Herelink provided under the Mailing Address field to invoke the overlay on which you can enter your address line by line.

         If you have clicked the Click Here link, the Mailing Address overlay is displayed. You can specify your mailing address as follows:

         1. In the House/Unit Number field, enter your house or flat number.
         2. In the Building Name field, enter the building/house name of your mailing address, if applicable.
         3. In the Street field, enter the name of the street on which your mailing address is located.
         4. In the Locality field, enter the locality in which your mailing address is located.
         5. In the Zip Code field, enter the zip code of your mailing address.
         6. In the City field, enter the name of the city in which your mailing address is located.
         7. From the State field, select the name of the state in which your mailing address is located.
         8. Click the Add button to add the address. l

            The Personal Information page displays the newly added mailing address.

     • If you select Yes, your home address will be considered as your mailing address.
7. In the Email ID field, enter your email ID.
8. Perform one of the following actions:
   • Click Continue to proceed to the next step in the application.
   • Click Back to navigate back to the previous step in the application.
   • Click on the Scan QR-code anytime to continue on mobile link to continue the application on mobile or tablet device.
   • Under the kebab menu, perform one of the following actions:
     • Click the Save and Continue Later option to save the application.
     • Click the Continue on Mobile option to continue the application on a mobile device.